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Darin Painter
The hidden key to helping Gen Z? Radical honesty
How one leader has built a high-performing agency rooted in transparency and accountability.
Jul 14, 2025
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Zach Brooke
Teaching tactics for troubleshooting tight-lipped clients
Review and new views of fact-finding training.
Jul 14, 2025
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Zach Brooke
5 universal markers of high performers
How agency leaders can develop top talent using proven performance indicators.
Jul 14, 2025
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Zach Brooke
The death of "Do you know anyone?"
What agency leaders are teaching advisors about earning referrals more naturally.
Jun 21, 2025
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Zach Brooke
Adding value to the agency and advisors through specialization
Danny Lee teaches business strategy to leaders and portfolio construction to advisors.
Jun 20, 2025
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Zach Brooke
Culture can be measured (when it’s related to production)
Looking at the numbers reveals cultural changes.
Jun 20, 2025
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Zach Brooke
How big is your recruiting pipeline, and how much does it leak?
Searching for an efficient, effective recruiting strategy.
Jun 03, 2025
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Zach Brooke
Treating recruiters like advisors
How one agency reimagined recruiter compensation.
Jun 03, 2025
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Luke O’Neill
How to support Gen Z’s emotional needs when recruiting and onboarding
Strategies to adapt your agency culture to accommodate this generation.
Jun 03, 2025
