The hiring journey doesn’t end with an accepted offer. It’s just beginning. Join Ideal Traits and OIA as we explore how to set your new hires up for long-term success through strategic onboarding, clear communication, and thoughtful compensation planning.

You’ll learn how to:

● Build competitive compensation structures that attract and retain high performers.

● Create onboarding experiences that boost confidence and productivity from day one.

● Maintain open, effective communication that keeps employees motivated and aligned.

● Foster a positive agency culture that drives engagement and reduces turnover.

Whether you’re growing your team or refining your leadership approach, this session will help you strengthen your retention strategy and protect your investment in great people.

Join us to learn how strong onboarding and communication turn great hires into long-term success stories.

The interview stage is where good candidates become great hires. Join Ideal Traits and OIA as we break down the most effective ways to communicate with candidates, interpret assessments, and conduct interviews that reveal true potential.

You’ll learn how to:

● Use assessments to identify the best personality fit for your agency’s culture.

● Communicate effectively with candidates to keep them engaged and excited.

● Qualify and interview with confidence using proven question strategies.

Whether you’re refining your hiring process or looking to add more structure, this session will give you the tools and insight to make smarter, faster hiring decisions.

Join us to learn how to turn every interview into a hiring advantage.

Agency Financials Made Simple: Build, Understand, and Optimize Your Bottom Line

Struggling to make sense of your agency’s numbers? You're not alone—and this webinar is here to help. In just one hour, you’ll gain a clear understanding of the key financial statements and metrics that drive agency success. Learn how to structure a strong back office, build your financial team, and implement smart systems that set your agency up for long-term profitability. Plus, we’ll break down the tax strategies and business structures agency owners need to know—from S-Corps to C-Corps—to maximize savings and minimize risk. Whether you're new to financials or ready to fine-tune your operations, this session will give you the tools and confidence to take control of your agency’s financial future.

Is It Time to Transition Your Agency? The Questions You Need to Ask

Deciding when—and how—to transition your agency is one of the biggest decisions you’ll ever make. Join us for this essential webinar where we’ll break down the personal, financial, and operational factors that influence the right time to move on. From agency performance and team health to personal readiness and E&O risk, we’ll help you ask the right questions to protect both your clients and your legacy. You’ll also gain access to planning tools and resources to take the next steps—whatever they may be, confidently. Don’t miss this opportunity to prepare, protect, and plan your agency’s future with clarity.