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Darin Painter
The quick story of a young advisor’s first win
How did it happen? One consultative conversation at a time.
Sep 05, 2025
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Darin Painter
4 steps to build your dream team
As your agency scales, culture is shaped by the roles you define.
Sep 05, 2025
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Darin Painter
The teaming test — is your agency ready?
Why teaming works, who benefits most and how to assess your agency’s readiness for the shift.
Aug 21, 2025
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Zach Brooke
How to build multiple specialized training programs at once
How a team of six trainers give hundreds of advisors targeted weekly programs.
Aug 21, 2025
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Zach Brooke
The passion playbook
Grit, entrepreneurial spirit and other early-career indicators of resilience and determination.
Aug 21, 2025
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Aug 06, 2025
Test
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Zach Brooke
When clients complain
How leaders can act in the best interest of clients, advisors and themselves.
Jul 30, 2025
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Darin Painter
Leadership strategies for new service categories
These 4 focus areas can keep your team aligned, resilient and engaged as your agency evolves, expands or re-prioritizes.
Jul 30, 2025
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Zach Brooke
How to benefit from Gen Z workers, even if they never become advisors
One leader has several ways to get value out of a summer internship program.
Jul 30, 2025
