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Fast track to a successful study group panel

Matthew T. Hoesly, CFP, ChFC; Jedediah Harrison Levene, CFP, CLU; Simon D. Lister, Dip PFS; Anthony Tomasula, AIF; Moderator: Jennifer P. Mann, MBA, CFP

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Of all the ways MDRT members achieve Top of the Table distinction, one of the most oft-mentioned tools is the study group. Talk to enough people at the Annual Meeting, and you're bound to find someone whose success was due in part to collaborating with mentors and other MDRT members in this context. This must-attend interactive panel comprises members in all stages of their careers who have found much success through study groups. Find out the key benefits of a study group, how to set one up, how to promote attendance, the do's and don'ts to ensure its success and more.

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