Study groups are a great way to not only share strategies and solutions, but to benchmark your performance and that of your firm against others in the industry.
Our sister publication Financial Planning recently published a story on the
If you run a company, you cant really talk to others in the company about the problems of running a company, because youre the only one with that problem, Steve Lockshin, chairman of Los Angeles and Potomac, Md.-based Convergent Wealth Advisors, told Financial Planning. Thats why study groups are so valuable.
Study groups are a fantastic tool used by professionals in all industries. But what about advisors at wirehouses and large regional broker dealers? Have you started a study group or do you think one would bring benefits to you and your peers? Tell us what you think comment below,