A Study-Group Success Story: Best Practices from Our Give & Grow Group's First 20 Years Together - Paperback

by Bryan J. Sweet (Author), Peter D. Maller (Author), John C. Moshides (Author)

The most insightful ideas are born in a collaborative group setting. A study group is a powerful resource because it enables you to share ideas and concerns, get feedback, and receive guidance from peers who are in the same business as you-but not competing for market share in the same geographic area.A Study-Group Success Story: Best Practices from Our Give & Grow Group's First 20 Years Together gives you an up-close look at a successful study group's evolution over two decades. The book can serve as a road map for you to begin your own study group or to optimize the outcomes of an existing group.You'll learn how the Give & Grow Study Group's five members grew from financial advisors getting together to improve as professionals to experienced practice owners with mature businesses. Here is just some of the wisdom you will discover in this book: -Key takeaways of the study-group experience for each group member-The personal and professional benefits of having your own "board of directors"-Tips for establishing a study group-what to do and what not to do-Four types of meetings, and how to plan and host them-How to manage group expenses

Author Biography

The five authors collective experience totals more than 130 years. The combined wisdom in the financial profession has been greatly enhanced by their common experience in the study group.