Growth Groups
Why Join a Growth Group?
We believe sales professionals find more success on their individual journey when they travel with others. Growth groups give professionals who want to operate as independent practitioners an opportunity to feel the camaraderie and encouragement of a “team”, while preserving their individual decision making abilities. These groups are designed to leverage the synergies that happen when like minded people come together to focus on growth.
How does it work?
Each month participants plan to take a half day out of their business to work “on” their business. This half-day meeting is designed to engage participants to work on their practice, not just in their practice. Members will take time to set goals for the upcoming month, analyze their performance, and design the plans they need to execute to achieve success!
East monthly meeting will wrap up with a section that is a little more “motivational” in nature. It will focus on practice management topics that the group indicates would be most relevant to them. Timely insights and perspective to help members stay engaged in their individual pursuit of success.
If you enjoy friendly competition, a little bit of structure, and want to have a whole lot of fun on your way to growth, this is the group for you! Make sure you reserve your spot in the next Growth Group today.
What is the structure?
Growth Groups members commit to one half-day meeting at the beginning of each month that focuses on monthly goals and the strategy that will be implemented to achieve said goals. Utilizing the theory of gamification and focusing on the leading indicators of success, members will be challenged to stay focused week-in and week-out as they compete for the top performer slot.
Near the middle of the month, group members gather for a virtual meeting that serves as a progress tracker. The purpose of these mid-month meetings is centered around four principles of growth:
- Structure
- Accountability
- Competition
- Practice Management
Groups Schedule
Q3 2025
Frequency: First Friday of the month during the third and fourth quarter of 2025 and 15th of each month
Time: First Friday: 9:00 AM PST – 1:00 PM PST In-Person / on the 15th of each month 8:00 AM – 9:30 AM PST virtually
Length: 4 hours for first meeting of the month, 90-minutes for the mid-month meeting
Location: TBD
Size: Maximum of 10 participants
Q4 2025
Frequency: First Friday of the month during the fourth quarter of 2025 and first quarter of 2026 and 15th of each month
Time: First Friday: 9:00 AM PST – 1:00 PM PST In-Person / on the 15th of each month 8:00 AM – 9:30 AM PST virtually
Length: 4 hours for first meeting of the month, 90-minutes for the mid-month meeting
Location: TBD
Size: Maximum of 10 participants
Private Grow Groups
Frequency: 2 meetings per month for 6 months
Time: Based on what works best for the group
Length: 4 hours first meeting of the month, 90-minutes for the mid-month meeting
Location: To be determined by client
Size: 5 participants required for private groups
FAQs
Common questions about our training programs.
How can a growth group help me?
There are many ways Growth Groups can help sales professionals. In addition to the benefits derived from the four principles listed about, Growth Groups can help sales professionals transform their production from peaks & valleys to a consistent level of production.
How long is the commitment?
Participates can choose to commit to 6-months.
How is the monthly competition designed?
Each leading activity and result will be assigned a point value. At the end of each month, members will submit their activity and the rankings will be revealed at the monthly meeting. As part of your enrollment welcome package you will receive a breakdown of exactly how points are calculated.
What happens if I have a scheduling conflict?
In the event that happens, we will do the best to record the meeting for your reference. That said, we highly encourage you to do everything you can to treat this like a client meeting and not miss a meeting. A big part of the value comes in the live interaction with group members.
Can I join a group mid-quarter?
We found participants are better able to feel comfortable and build better relationships, when everyone starts at the same time. Thus all public groups are designed to start at the beginning of each quarter.
Private groups can be started at any time as long as all participants are able to start together.