Built to provide advisor-leaders a space to get answers to practice management questions real-time, organize and meet with peers, and share best practices.
Why do extra work when you could be growing your business? Through our tested process,
we’ll help you find clarity in what you need and maximize your efforts from beginning to end.
A place to give and get advice for your practice
A platform for practice management ideas, content and resources
A community of
Events to connect
with a network
of your peers
A space for
An easy way to talk real-time about what's working (and what's not)
The Study Group name pays homage to all the informal (and formal!) "study groups" all across the industry that have been meeting and sharing ideas for years.
Access curated content and resources created for you by practice management coaches
Meet in a private space with your own study group or connect with other advisors
To talk about your practice and team, and get answers to practice management questions 24/7.
Includes videos, guidebooks, tools & conversations focused around 5 key areas of practice management:
Made up of financial advisors building practices and growing teams, within broker-dealers or independently who are:
After signing up, you’ll immediately receive a quick questionnaire. We’ll use this information to ensure that we are curating content that pertains to you and your practice.
The membership fee is $129 a month. No additional charges, lock-ins, or contracts. All content on the platform is yours to keep and use.
Once you are signed up, you can begin posting, commenting, reading, learning and sharing!