As an advisor, your growth is often defined by more than your strategy or ambition—it’s shaped by the people you surround yourself with. The right peer group can challenge your thinking, sharpen your skills, and keep you focused on what matters most. The wrong one can hold you back.
At OneSeven, we believe success is rarely a solo act. It’s a collective effort powered by shared knowledge, honest feedback, and a culture of accountability. If you’re ready to grow—personally and professionally—here’s how to find a peer group that truly supports you.
- Clarify What You Need
Start by defining your goals. Are you looking for accountability to stay on track? Strategic advice to scale your firm? Emotional support from people who get it? Different goals call for different peer dynamics. Be clear about what you want, and you’ll find a better fit.
At OneSeven, some advisors join to collaborate on investment strategy, others to grow their client base or prepare for succession. We meet you where you are.
- Look for Shared Values, Not Just Shared Titles
A great peer group isn’t just made of people with similar job descriptions—it’s made of people with shared values. Find advisors who care about clients the way you do, who operate with integrity, and who are as committed to growth as you are.
That’s why “Value Others (No Assholes)” is one of our core values. The right people make the difference.
- Prioritize Diversity of Thought
You want people who think differently, not identically. A peer group should stretch you. Seek out advisors from various backgrounds, specialties, and markets. Their experiences can shed light on blind spots and offer new ways to solve familiar problems.
- Commit to Mutual Accountability
Peer groups work when everyone shows up with intention. Whether it’s a monthly meeting, a shared Slack channel, or a quarterly retreat, success comes from showing up, being honest, and helping each other stay accountable to your goals.
At OneSeven, we foster accountability through collaborative team calls, peer coaching, and a culture that celebrates progress—not just perfection.
- Avoid Ego-Driven Environments
Growth flourishes where ego takes a back seat. Beware of peer groups that feel like competitions or popularity contests. You want collaborators, not competitors. You want people who celebrate your wins and challenge you with humility, not judgment.
- Test Before You Commit
Not every group is the right fit—and that’s okay. Attend a session, have a few one-on-one conversations, and trust your gut. If the energy is off or the focus doesn’t align with your values, keep looking.
Many of our advisors say they “just knew” OneSeven was the right community for them after one conversation. That’s the power of alignment.
Final Thoughts
The best peer group doesn’t just help you grow your business—it helps you grow as a leader, a thinker, and a human being. Find people who challenge you, support you, and remind you why you started this journey in the first place.
At OneSeven, we’re more than a financial advisor network—we’re a community built on connection, growth, and values. If you’re looking for a group that brings out your best, we’d love to talk.
