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Zach Brooke
Featured content
How three words fueled a large agency reboot in one year
Inside one agency’s first year under new leadership.
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Darin Painter
Featured content
4 jobs agency leaders can hand to AI
Creative ways leaders are using AI to bring clarity, consistency and scale to agency management.
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Zach Brooke
Featured content
What it takes to succeed in a niche market
One agency leader's model of deliberate recruiting and deep training has produced consistent top-tier results for 18 years.
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Zach Brooke
Featured content
How this leader built leverage for his team
An 80/20 book that runs on advisor relationships and bespoke intake infrastructure.
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Zach Brooke
Featured content
Set an agency standard with these 4 rules for client engagement
Standardize service to boost referrals and recruits.
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Zach Brooke
How leaders can build agencies where policies don’t lapse
Three leaders with stellar persistency rates share what makes the difference.
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Zach Brooke
Why this leader gives recruitment 90% of his time
A 10-person team built on finding methodical people and letting peers handle most of the training.
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Darin Painter
5 practices that fuel recurring referrals
How to make client experience measurable, teachable and repeatable.
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Darin Painter
Creating a ‘Triple A’-rated client experience
One agency’s repeatable system for generating referrals, growth and trust.
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Zach Brooke
No advisor left behind
How one agency built an 84% retention rate by making sure no advisor ever works alone.
