Resource Zone

Fast track to a successful study group

Jennifer P. Mann, MBA, CFP 5.0

• Practice Management
• Study groups

Mann shares her thoughts on what to consider when forming a study group.

Starting a study group

MDRT 0.0

• Practice Management
• Study groups

How to build your own study group dream team

Fast track to a successful study group

Matthew T. Hoesly, CFP, ChFC; Jedediah Harrison Levene, CFP, CLU; Simon D. Lister, Dip PFS; Anthony Tomasula, AIF; Moderator: Jennifer P. Mann, MBA, CFP 0.0

• Practice Management
• Study groups

Of all the ways MDRT members achieve Top of the Table distinction, one of the most oft-mentioned tools is the study group. Read how a panel of MDRT members in all stages of their careers found success through study groups. They talk about how to set a group up, how to promote attendance, the do's and don'ts to ensure its success and more.

Universal knowledge

John L. Thomas, CLU, MSFS 0.0

• Practice Management
• Study groups

Members around the globe discover study groups.

Keeping a study group together for 50 years

Matt Pais 0.0

• Practice Management
• Study groups

Create a study group using these tips from a group that has lasted 50 years.

Study group best practices

MDRT 5.0

• Practice Management
• Study groups

Study groups enable producers to grow personally and professional through idea sharing. This guide takes you through the benefits, process of forming, agenda setting and formalizing steps to form or improve your own study group. Developed in collaboration with the 2015 Study Groups Committee and 2016 Study Group Task Force.

Find the right people for your study group

MDRT 0.0

• Practice Management
• Study groups

How to find the right people for your team.