-
Darin Painter
Featured content
Each Monday morning, this leader’s agency improves
Weekly call clinics transforms advisors’ prospecting habits and strengthens shared accountability.
-
Zach Brooke
Featured content
What it took to convince 1,100 advisors MDRT is worth it
Build the culture first. The numbers will follow.
-
Zach Brooke
Featured content
Set an agency standard with these 4 rules for client engagement
Standardize service to boost referrals and recruits.
-
Darin Painter
Featured content
5 campaigns that build engagement and production
One of these repeatable strategies led to 683 newly scheduled appointments within hours.
-
Zach Brooke
The benefits of strict scripting
How leaders help advisors choose language that lowers resistance and builds trust.
-
Zach Brooke
The foundation at the heart of a five-year plan
What a first-time trainer is learning about productive evaluation.
-
Darin Painter
A 3-step rhythm for stronger teams
The process of design thinking helps teams think clearly, collaborate effectively and adapt to constant change.
-
Zach Brooke
Training your replacement
A 12-step blueprint for developing future leaders.
-
Zach Brooke
When your best advisors retire
Managing the transitions at the end of financial services careers.
-
Darin Painter
5 conversation habits that shape trust, safety and performance
Small shifts in dialogue help leaders build stronger, more open teams.