Episode 260 - Secrets of a Thriving Study Group Part 1: Lessons from 25+ Years of Success
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Discover the secrets to building a thriving study group that lasts for decades from a group of top financial advisors who have been meeting together successfully for over 25 years.
Ultimate Advisor Coaching partners, Bryan Sweet, John Moshides and Brian Heckert share their rules of engagement and best practices that have taken their practices to the next level. Aligning values, committing to personal and professional growth, and supporting each other through challenges has kept this group bonded together for a quarter century.
Find out their strategies for evolving meetings, leveraging technology, and nurturing future generations of advisors.
Book: A Study-Group Success Story: Best Practices from Our Give & Grow Group's First 20 Years Together by Brian Heckert, Bryan Sweet, John Moshides, Ron Greenberg and Peter Maller
262 episode