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  • Getting started: Stumped on where to start with your study group?

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    Getting started: Stumped on where to start with your study group?

    29 interesting questions to get the conversation flowing

    Apr 11, 2023

  • Getting started: Study group commitment form

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    Getting started: Study group commitment form

    Sign this form and return it to your study group leader.

    Mar 31, 2023

  • Getting started: Easy steps to make the most of study group meetings

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    Getting started: Easy steps to make the most of study group meetings

    Simple guidelines to ensure productive and engaging virtual calls.

    Mar 31, 2023

  • Getting started: The six-month plan for a successful study group

    Featured content

    Getting started: The six-month plan for a successful study group

    These sample agendas and meeting format ideas make starting easy.

    Mar 30, 2023

  • Discussion Guide: How holding development conversations can increase retention

    Discussion Guide: How holding development conversations can increase retention

    Start by asking about job satisfaction and listen carefully to the answers.

    Apr 22, 2024

  • Discussion Guide: What process documentation can do for your agency

    Discussion Guide: What process documentation can do for your agency

    Take a closer look at the role of process documentation in your agency

    Sep 07, 2023

  • Discussion Guide: Leading Gen Z advisors

    Discussion Guide: Leading Gen Z advisors

    Motivating and engaging the future of financial services.

    Aug 11, 2023

  • Discussion Guide: Make learning and development part of your team’s workflow

    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)

    Jun 27, 2023

  • Discussion Guide: Mid-career switchers in insurance agencies

    Discussion Guide: Mid-career switchers in insurance agencies

    Finding success in financial services after a previous career.

    Jun 22, 2023

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© 2025 - MDRT Center for Field Leadership

The MDRT Center for Field Leadership is committed to celebrating and serving its inclusive, diverse constituency of members in a culture where everyone is valued, respected, appreciated and treated fairly without bias or discrimination. As a global organization, the MDRT Center values and embraces the differences among its members. The MDRT Center will purposefully establish and promote policies, programs and procedures that affirm diversity, equity and inclusion for the benefit of all members, aspiring members, industry partners and the financial services profession.