Selected Study Groups Day
Shared Strength. Shared Success.
Selected Study Groups bring together owners, future owners and officers to share best practices, fresh perspectives and insightful analyses that help each other improve their businesses and lives. These groups talk about issues in a safe, confidential environment. Participating in a Selected Study Group yields smarter decisions, improved performance and better work-life harmony.
Thank you to Selected Study Groups Program Sponsor Federated Insurance.
Events
Exclusively for Selected Study Groups participants
(In person only)
Tuesday, September 1
Selected Study Groups Reception
5:00 p.m. - 6:00 p.m.
Selected Study Groups participants are invited to gather for a drink and light snacks to catch up and meet new participants prior to heading out to enjoy the evening.
Wednesday, September 2
Fall Meetings
8:00 a.m. - 5:00 p.m.
Each Selected Study Group continues to work on action plans,
discusses emerging trends and has the opportunity to meet with experts in finance, insurance, legal, training,
leadership development, stress management and self-care.
Current participants can learn more about booking a guest
from the Selected Study Groups Advisory Bench
or a Preferred Partner Expert Guest.
Luncheon Keynote
Purple Goldfish: How to Stand Out When Choices Multiply
Families today have more options, more price transparency and higher expectations. In that environment, differentiation is not a slogan. It is how you earn trust, protect value and stay relevant. In this session, Stan shares the Purple Goldfish framework for creating small, intentional “extras” that make families feel seen, guided and cared for. This is not a one-size-fits-all prescription. It is a differentiation toolkit owners can tailor to their market realities, team capacity and strategic goals. You will leave with a simple system to identify what matters most to the families you serve, design signature moments that fit your brand and build advocacy that drives referrals.
Key Learning Outcomes:
- Identify high impact “extras” that work across different firm sizes, geographies and service mixes
- Build a repeatable differentiation system that strengthens value perception without competing on price
- Increase referrals by improving the experience families remember and share
Stan Phelps, CSP®
Stan Phelps, CSP® is a Virtual Master Presenter, Global Speaking Fellow and best-selling author of
20 books, including the Goldfish series. He stands out in the sea of sameness by modeling his Differentiated Experience (DX) message:
differentiation isn’t just about what you say, but what you do and how and why you do it.