Frameworks, guides, and tools from Lydara — curated to help leaders and organizations grow.
A strategic preparation guide for negotiating with company or management, covering objectives, BATNA/ZOPA analysis, total-package thinking, and win-win structuring.
A side-by-side breakdown of the two leadership tracks — core purpose, org structure, key responsibilities, skillsets, and outcomes — to help you plan the right next step.
A diagnostic framework for identifying why an adviser is underperforming — the five failure categories, their warning signs, and the right correction for each.
A step-by-step guide to turning a performance diagnosis into real behaviour change — the 5-step conversation model, a weekly tracking loop, and the right conversation for each type of underperformance.
A unit manager’s guide to running weekly meetings that move the business — the six outcomes of a real meeting, six core components with a sample 45–60 minute flow, and how to facilitate, recognise and follow up.
The three shifts from producer to leader, why diagnosis is the core leadership skill, a 5-question coaching conversation, and the weekly actions that prove you’re ready to lead.
How to work out what kind of help someone actually needs — the Skill · Will · Situation lens, a quick decision rule, GROW for building thinking and MEDIC for transferring skills.
Why people don’t move and how to respond — the C.O.M.E. lens, how habits form, the four advisor patterns, and five communication styles that adapt without lowering the standard.
A practical guide for managers who want to recruit consistently — the five recruiting manager types, what attracts different talent segments, how to widen your network, and a weekly recruitment rhythm.
A leader’s operating system for developing MDRT producers — candidate selection, the A × C × S production formula, a weekly control loop, joint field work, and referral pipeline tracking.
A printable before / during / after checklist for running your weekly unit meeting, with reflection questions and the three tests of whether your meeting is working.
A fill-in worksheet for diagnosing one adviser’s underperformance — observe the numbers, tick the warning signs across five categories, agree one specific correction, and track it for four weeks.
A fill-in planner to shape your recruitment approach — identify your recruiter type, who you attract and what you’re selling, track 10 prospects through the pipeline, and keep a weekly recruitment rhythm.