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Based on the iconic Finding, Building and Keeping the Right People studies, our latest research identifies the best practices that contribute the most to firm-building success in the areas of recruiting, retention and productivity. The study boils these practices down to their essential elements and gives you the keys to building and sustaining your own high-performance business.
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This eBook presents ideas, tips, and advice from field and corporate leaders who are successfully integrating strategies to attract and retain women into their firms and organizations.
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This eBook presents ideas, tips, and advice from field and corporate leaders who are successfully integrating social media into their recruiting programs including what platforms are being used, who manages the process, and what types of content is being shared.
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This eBook explores a five-step strategy for getting and keeping new advisors on track to build a strong practice from day one, to slow that revolving door and boost retention for the long term. Available in financial services and traditional life and multiline versions.
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This eBook identifies how field leaders create a culture of passion and purpose in their agencies and firms, how they communicate that culture to candidates and how they help new advisors discover their own passion for this profession.
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Succession planning may seem an unlikely topic for an eBook on retention – in one you are transitioning people out of the business, and in the other, you are working to keep them in it. But time and again, leaders in our study emphasized succession planning as a key part of their retention strategy.

This eBook, the 3rd and final in the Retention series, provides information on a six step process for succession planning including:
1. Address senior advisors’ fear of ... Details
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This eBook presents ideas, tips, and advice from field and corporate leaders who are successfully integrating social and community involvement into their recruiting programs.
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The industry is in the formative stages of engineering a new generation of teams that moves far beyond the familiar joint-work model in place in many organizations today. To help you decide if this new form of teams is right for your organization, this guidebook includes lessons learned from those advancing rapidly in these new models of teaming, and obstacles preventing successful transition to teams. To guide you in your teaming journey, each chapter includes: Teams in Practice... Details
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Do Well by Doing Good helps candidates make decisions about a career in the insurance and financial services industry by pointing out both the rewards and the challenges. The booklets are sold in packs of 20, so you can give them away to every candidate in your selection process. This valuable recruiting and selection tool will help candidates make the right career choice for them and for you. Want to customize Do Well by Doing Good with your own logo and message? Contact... Details
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Do Well by Doing Good describes the rewards and the challenges of a career in financial services. Sold in packs of 20, the booklet is available in two versions: one for "advisors" and one for "financial services professionals". This valuable recruiting and selection tool helps candidates make the right career choice for them and for you. Contact products@gamaweb.com. Ed Deutschlander, CLU CLF, co-president and COO of North Star Resource Group has graciously donated all proceeds from... Details
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Authored by master of recruiting, Ed Deutschlander, and master coach, Rich Campe, Be the First Believer sets out to share invaluable and accessible instruction on superior leadership. By focusing on the only two things that any of us can control --- effort and attitude --- this inspiring collection of leadership lessons provides specific strategies that put leadership theory into practice. Ed's book will inspire you to be the first beliver in your goals, your vision, and... Details
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Learn to turn a group of leaders into a high-performing, harmonious leadership team, accelerate performance by setting vision, goals and expectations and create a team culture based on commitment and trust. Building High-Performance Leadership Teams is based on extensive research sponsored by the GAMA Foundation for Education and Research. Prices listed are for GAMA Foundation noncontributors only. For contributor pricing and more information about the different Building... Details
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Your new managers learn best by doing - they need to practice and master the daily tasks of recruiting, developing and managing salespeople. They want to understand leadership practices that set top field leaders apart, and they're relying on you to plan and manage their development while simultaneously managing your own hectic business. Elements of Leadership combines activity-based learning with proven leadership practices to successfully launch new sales managers. It is packaged... Details
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This seventh study in the Systems for Success research series tackles two of the most valued and challenging skill sets that field leaders must master - mentoring and coaching their associates and managers. Learn the factors that separate top performing firms from the rest when it comes to mentoring and coaching practices, including mentoring requirements, focus areas for mentoring and coaching activities, rewards and consequences, targeted subgroups, and client feedback. Prices... Details
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There are many people in your marketplace who fit the profile of today's top advisors - people who have the interests, drivers, and motivations to be highly successful in the advisor career. Your recruiting challenge is to understand how these high-potential prospects view the career and how to tailor your recruiting messages to appeal to them. And that's what you get with Attracting the Right People - combining three research studies in this newest offering from the GAMA Foundation... Details
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Advisor 2020 provides a comprehensive guide for advisors to begin today to master the brave new world of 2020. It addresses the important trends and challenges presented in Firm 2020 - but from the advisor's perspective. It also drills down into issues, such as sales and support teams, which are especially important to advisors and their practices.
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Prepare your business today for the forces and opportunities that will shape the financial services firm of the future. With Firm 2020 - the compelling new guide from the GAMA Foundation for Education and Research - you can address the markets and clients, the environmental forces, and the cultural shifts that will determine your business future. Act now, and meet the future on your terms. When buying in bulk-purchase discounts are available, which will appear automatically in your... Details
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Now every advisor can live the life they have always dreamed of. In The Road to the Bountiful Life, Harry Hoopis, an industry icon and GAMA International Hall of Fame inductee, shares his keen insights, simple systems, and proven wisdom to help your advisors live more successful and bountiful lives. Topics include gaining trust, setting goals, adopting the characteristics of top performers, building effective teams, and seizing opportunities.
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Purchase the complete Great Ideas series featuring: Great Recruiting Ideas, Great Retention Ideas, Great Marketing Ideas, Great Leadership Ideas, Great Contest & Recognition Ideas, Great Team-Building Ideas, Great Mentoring Ideas, Great Supervision & Accountability Ideas, Great Culture-Building Ideas, and Great Ideas for Frontline Leaders.
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This inaugural edition of GAMA International’s “Next Ideas” book series presents an exclusive collection of valuable, effective strategies for finding, attracting, and recruiting advisor or agent candidates online. This collection of proven ideas from industry professionals will enable you to: 1. Jump-start your online recruiting efforts if you are new to the concept 2. Expand your current strategies if you have been recruiting online for a while 3. Learn insiders’ tips that... Details
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The second book of the "Next Ideas" series, Next Ideas for Millennial Management, dives into how to engage with millennials successfully as well as how to achieve synergy among all the generations represented in your firm or agency. In this current volume, we have our industry leaders provide their experiences and insights on: 1. Attracting millennials and developing a culture that aligns with their unique mind-set and values, 2. Understanding how millennial managers lead, and 3.... Details
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This third edition of GAMA International's "Next Ideas" book is a collection of proven ideas from industry professionals that will enable you to: 1. Building a diverse workforce to make a positive impact on your firm's culture. 2. Learn strategies to use diversity to improve the bottom line. 3. Diversify your diversity with tips on finding, building and keeping diversity within your firm.