12 Tips for a Successful Study Group

Sclafani, Ray
July 2011
Journal of Financial Planning;Jul2011 Practice Management Solutis, p26
Academic Journal
The article focuses on the tips to attain a successful study group from ClientWise in the U.S. The financial advisers are recommended to select the members of the group to be able to ensure the alignment of the group's vision. A study group can be successful by including interesting activities to make it fun, becoming a listener in agreements, and by inviting speakers to support the group. Moreover, the collaboration within peers, keeping a fixed schedule, and establishing trust within group members have been viewed essential in the creation of study groups.


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