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Episode 260 - Secrets of a Thriving Study Group Part 1: Lessons from 25+ Years of Success

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Konten disediakan oleh Ultimate Advisor. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ultimate Advisor atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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

  continue reading

262 episode

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iconBagikan
 
Manage episode 415561196 series 3161222
Konten disediakan oleh Ultimate Advisor. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ultimate Advisor atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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

  continue reading

262 episode

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