Watch video previews below to learn more about discussion topics presented in The Circle.
Over the time I have known Matt, he has never stopped playing the infinite game and I knew that anyone in The Circle would share a passion for refusing to accept plateaus. Everyone in the group shares their insight on a variety of topics, primarily from an alternate standpoint than my own, which is extremely valuable. It has been said, “If you’re the smartest person in the room, you are in the wrong room.” The Circle is the right room for me.
The Circle has been a great way to connect with others in the industry facing many of the same challenges and opportunities that I am. What’s unique about our industry is we more or less all have the same tools in our toolbox but the way in which we use those tools is so different. It’s been really fun to learn from others and get different perspectives; this is a standing meeting on my calendar that I look forward to!
The Circle has been the community that I wanted but couldn't articulate; thankfully, I was pulled in at the right moment. In the Wealth Management Industry, there are few places we can let down our guard and talk openly about what's not working, where we would like to grow, and brainstorm with like minded peers interested in the common good of our industry, clients and teams we serve. This is a special group, one I am honored to be a part of.
The Circle is absolutely what I needed, but didn’t know I was missing! This diverse group of leaders has helped me grow in numerous ways. From introducing me to resources they use with their teams, explaining how they handle building a team and the challenges that come with that, and just being an ear when I need one, it’s the best part of my week when we meet.
Study groups have been the key to learning the best practices across the ever-evolving finance industry and I appreciate The Circle's ability to pull a diverse group of RIA leaders together in an open and honest discussion so we can best serve our clients. It's a privilege to share knowledge with like minded individuals who take the responsibility of being a fiduciary seriously and The Circle provides a great template for how the industry can continue to grow.