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Writer's pictureEquis Financial

4 Ways to Be an Impactful Manager

Recruiting agents is an exciting opportunity to grow your team and boost your earnings, but being a great Direct Manager starts with commitment. While agents have access to training modules and resources in the Equis Training Center, effective mentorship requires more than simply pointing them to these tools.


Here are 4 ways to provide the personalized guidance your agents need to thrive:


  1. Invite Them to Shadow You

    Bring new agents along on appointments to observe your process and gain hands-on experience.


  2. Provide Real-World Insights

    Share practical strategies and advice that go beyond what they can learn in a training module.


  3. Foster Trust and Respect

    Be approachable and create an environment where agents feel comfortable coming to you with questions or challenges.


  4. Be Consistent in Your Support

    Stay available and reliable, so agents know they can count on you for guidance at any time.



"A big shoutout to my manager, Eric Boling, who has been accessible and knowledgable at all hours, truly going above and beyond to ensure I had everything I needed. His guidance and expertise have been invaluable..." - Angelica I.



As most policies your downline sells provide you with override commissions, their growth directly impacts your success. Be the leader they deserve, and you will create a stronger, more unified team that benefits everyone involved.


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