Why Study Groups and Why We Participate
Our industry is constantly facing changes: new tax plans; fiduciary regulations; technology and healthcare advancements; and product changes are some of the things that impact how we continue to serve our clients. At C3 Financial Partners (formerly Texas Financial Partners), one of the ways we keep ahead of the curve is having staff members, Lisa Brown (Case Design & Underwriting), Suszanne Mutua (Case Design & Underwriting) and Malinda Perryman (Sr. Client Service Coordinator) participate in national industry study groups.
These invitation-only groups facilitate collaboration among staff members from similar firms across the country. We attend two in-person meetings per year, as well as monthly calls, to share and exchange ideas and compare practices. Members share the responsibility of planning and developing program content for our calls and in-person meetings. Study groups increase our knowledge and help us maintain a leadership role in the industry. As a group, we work to develop standards and best practices to maximize effectiveness at our jobs.
We encourage personal and professional development because this allows us to provide the highest quality service to our clients and their advisors. Industry study groups are another way we are investing in developing the best staff possible.