Can Study Groups Really Supercharge Your Success as an RIA?
Study groups are a key ingredient for success as a firm owner. In fact, they are known among XYPN advisors as a critical tool to find success and keep your sanity. Study groups provide a place for discourse, collaboration, and accountability, and are a great opportunity to cross-pollinate skills and ideas; they are a place to discuss wins and losses, goals, challenges, and roadblocks to success. And that's just the tip of the iceberg.
In this free webinar, XYPN members Ryan Stith,Treavor Dodsworth, and Molly Laughter share the many ways in which their study groups have helped foster their success. Considering joining XYPN? Be sure to watch!
Going out on your own
Familiarity with and the role of study groups
Objections to study groups
Size, personality, and cohesiveness
Changing dynamics and hesitations
Identifying individuals for your group
Evolution of groups
Meeting agendas and presenters
Transparency of groups
Motivations for joining
Ending a study group
Scorecards and tracking progress
Connecting outside of meetings
Words of Wisdom
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