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3 keys to lasting success

Richard H. Sullenger 5.0

What creates lasting success? Build personal wealth by spending less than you make, participate in a study group and earn credentials, according to 2003 MDRT President Richard Sullenger.

Staying on track

Jedediah Harrison Levene, CLU, CFP 0.0

Creating an agenda for a successful study group.


Tips for starting or joining a study group

Alison Murdock and Brendan Clune Walsh 0.0

Study groups can advance career and your well-being. Two study group veterans and MDRT members suggest how you can start or join a study group.<br> <hr color="grey"><br><font color="black" size="3">Click below to view this video in</font> <br> <a href="https://rz.mdrt.org/video/Alison-Murdoch-Brendan-Clune-Walsh-TC/"><b><font color="darkred" size="4">Traditional Chinese</a></b></font> <font size="3">| </font> <a href="https://rz.mdrt.org/video/Alison-Murdoch-Brendan-Clune-Walsh-SC/"><b><font color="darkred" size="4">Simplified Chinese</a></b></font>


Adapt and adopt

Jennifer A. Borislow, CLU and Michelle L. Hoesly, CLU, ChFC 0.0

Two MDRT Past Presidents share the friendship and professional benefits that have come from connecting at an MDRT study group.

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

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.

Starting a study group

MDRT 0.0

How to build your own study group dream team


Adapt and adopt

Jennifer A. Borislow, CLU; Michelle L. Hoesly, CLU, ChFC 0.0

MDRT members share the friendship and professional benefits that have come from connecting at an MDRT study group. Presented at the 2017 Annual Meeting.

Decades of knowledge

Matt Pais 5.0

Rebuck shares what has kept his study group strong for 25 years.

Keeping a study group together for 50 years

Matt Pais 0.0

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

Find the right people for your study group

MDRT 0.0

How to find the right people for your team.


Study groups made simple

Jedediah Harrison Levene, CLU, CFP 0.0

Levene advocates for taking time to chat with fellow MDRT members during breaks, share ideas and forming a study group.

Study group best practices

MDRT 5.0

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.


Making study groups work

Bhupinder S. Anand, ACII, Dip PFS 5.0

Anand discusses the mechanics and benefits of being in study groups and holding sessions. He touches on the importance of planning ahead as well as ways to track contributions.


Mentoring for the generations

Brian D. Heckert, CLU, ChFC; Brandon Heckert, AAMS, Brian D. Heckert, CLU, ChFC, and Brandon Heckert, AAMS 0.0

How can you help new advisors succeed? The MDRT Past President and his son explore the lessons learned growing up in an MDRT family and teaching about what it takes to thrive in the financial services profession.