Daily Manager Summary

The Daily Manager Summary is a tool we use with our clients. It helps brokers and managers focus on what is most important.  In our Broker/Manager Master Class we break

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Agent Daily Business Summary

The Agent Daily Business Summary is a tool we use with our brokers to help their agents focus on what is most important.  In our Sales Agent Master Class we

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Sales Manager Profile

We conducted a study to find the best sales manager profile. This is the result from our study of the industries best sales manager.  The subjects had over 100 agents

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Seasoned Agent Recruiter Profile

We conducted a study to find the best seasoned agent recruiter profile benchmark. We looked at the industries best seasoned agent recruiters.  The subjects were consistently bringing in 5-20 seasoned

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Drive More Organic Business

Top teams don’t win on talent alone. They win on design. If your production swings by month, your lead flow outruns capacity, or accountability devolves into personality management, you don’t

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Things to Consider Before Moving a Team

Churn is a silent tax on your P&L. Recruiting can backfill headcount, but it rarely replaces lost production velocity, cultural continuity, or the true cost of re-ramping. If you’re still

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New Business Start-Up Assessment

Our New Business Start-Up Assessment is one of our tools we use with brokers, managers and team leaders in our Private Client coaching program.  We believe in measuring progress and

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Personal Reserves Assessment

Our Personal Reserves Assessment is one of our tools we use with brokers, managers and team leaders in our Private Client coaching program.  We believe in measuring progress and stepping

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Essential Questions for Every Leader

Top teams don’t outwork the market—they out-operate it. If your revenue whiplashes month to month, meetings devolve into updates, and nobody owns forward indicators, you don’t have a performance problem.

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Wheel of Life Assessment

Our Wheel of Life Assessment is one of our tools we use with brokers, managers and team leaders in our Private Client program.  We believe in measuring progress and stepping back

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