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Darin Painter
The Business Conversation Triangle
Use this tool to shape productive, agency-focused conversations with advisors.
Jul 01, 2024
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Zach Brooke
A unique lead program that changes the game for new advisors
The shift from Project 200 marks a new approach to nurturing talent.
Jun 17, 2024
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Zach Brooke
The foolproof, 4-step agency turnaround strategy
How a new leader reversed one agency’s fortunes in 12 months.
Jun 17, 2024
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Darin Painter
Before the job interview, concentrate on clarity
Try these 5 communication moves during your hiring process.
Jun 17, 2024
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Zach Brooke
When it makes sense for advisors to buy and sell clients
A novel approach for junior and senior advisors to support one another.
Jun 04, 2024
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Zach Brooke
Beyond Zoom: New frontiers in digital strategy for advisors
How Budia’s team uses video to serve clients right where they are.
Jun 04, 2024
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Darin Painter
15 ingredients for long-term advisor success
Leaders who focus on these steps are more likely to create a culture of loyalty and commitment.
Jun 04, 2024
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Zach Brooke
Use this step-by-step plan to guide advisors toward specific markets
Help team members define their career by identifying their clients and understanding how to reach them.
May 21, 2024
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Zach Brooke
Tech solutions to speed up the recruiting process
Agile hiring practices are key to securing top talent in financial services.
May 21, 2024
