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Darin Painter
One test, one book and a new way to lead
Becoming a more adaptable leader can improve your team performance and agency communication.
Nov 27, 2024
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Zach Brooke
Can diversity initiatives attract Gen Z talent?
Tailoring company culture for the next generation of financial advisors.
Oct 25, 2024
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Darin Painter
5 pillars of Gen Z recruitment and retention
Agency leaders share effective strategies for attracting young professionals and helping them grow.
Sep 10, 2024
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Zach Brooke
How to increase agency production by 25%
5 Culture of Excellence Award winners reflect on hitting their agency production goals.
Jul 23, 2024
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Zach Brooke
How to make 90% persistency a floor, not a ceiling
MDRT Culture of Excellence Award winners share their winning secrets.
Jul 23, 2024
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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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Luke O'Neill
Hard-won lessons on advisor performance management
Modern performance management needs hands-on leadership.
May 06, 2024
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Luke O’Neill
6 strategies to increase advisor production
Leaders talk larger policies, new markets, better referrals and broader offerings.
Apr 22, 2024