Circles

Solve problems together

Humans have evolved as a species by sharing knowledge and helping each other. This is called "collaborative learning". We don't need to try everything out ourselves by relying on the experiences of others to inform our decisions.

In this cumulative culture, by learning from the work of others, the group advances much faster than anyone ever could on their own.

When running a financial advice business, you'll no doubt encounter problems which you can't quite figure out. You'll also most probably have multiple ideas to push your business forwards, but may be unsure of which way to go. You may have a decision to make but really value a second opinion from someone in a similar situation.

For all of this we've created Circles.

Find your Circle here

"Working with others speeds up your progress exponentially"

What are Circles?

Circles are a series of small groups, or Circles, of financial advisers who meet regularly to help solve each others issues. Most financial adviser firms are facing similar issues but often try and deal with them alone. By working together on issues, problems are solved much faster using the collective intelligence and experience of the group. Also, you're statistically way more likely to follow through on actions when you have someone to hold you accountable, which is why the groups meet regularly.

Groups are limited to 8 financial advisers and meet monthly to keep momentum.

You can either join a Local Circle, made up of advisers from your local area, or a Virtual Circle with advisers from all over the country.

Whatever your preference, you'll get insight, ideas, shared experience and practical advice from a circle of your peers, helping to transform your business.

Find your Circle here