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Featured content
Getting started: Stumped on where to start with your study group?
29 interesting questions to get the conversation flowing
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Featured content
Getting started: Study group commitment form
Sign this form and return it to your study group leader.
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Featured content
Getting started: Easy steps to make the most of study group meetings
Simple guidelines to ensure productive and engaging virtual calls.
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Featured content
Getting started: The six-month plan for a successful study group
These sample agendas and meeting format ideas make starting easy.
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Discussion Guide: How holding development conversations can increase retention
Start by asking about job satisfaction and listen carefully to the answers.
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Discussion Guide: What process documentation can do for your agency
Take a closer look at the role of process documentation in your agency
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Discussion Guide: Leading Gen Z advisors
Motivating and engaging the future of financial services.
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Discussion Guide: Make learning and development part of your team’s workflow
Small yet deliberate steps leaders can take to make learning part of their agency's culture (without any classrooms)
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Discussion Guide: Mid-career switchers in insurance agencies
Finding success in financial services after a previous career.
