Rules of Engagement for Attending Peer Group Meetings

By following these rules of engagement, you can build positive relationships with peer group attendees, establish yourself as trusted advisors, and potentially generate business opportunities in a respectful and mutually beneficial manner.

• Respect the Agenda: Adhere to the agenda set for the meeting and try not to dominate discussions with sales pitches or unrelated topics.
• Listen First: Prioritize listening to the concerns, challenges, and goals of the peer group attendees before presenting solutions or offerings.
• Contribute Meaningfully: You are encouraged to contribute to discussions with valuable insights, industry trends, or relevant information that can benefit the peer group attendees.
• Avoid Direct Selling: While you may have products or services that could address the needs of attendees, direct selling during the meeting is discouraged. Instead, focus on building relationships and offering assistance.
• Offer Solutions, Not Sales Pitches: If you wish to propose solutions or offerings that align with the needs discussed during the meeting, please do so in a consultative manner, focusing on how your offerings can add value rather than pushing for a sale.
• Respect Confidentiality: Respect the confidentiality of any sensitive information shared during the meeting and refrain from disclosing it to third parties without explicit permission.
• Be Transparent: Be transparent about your affiliations, interests, and any potential conflicts of interest when participating in discussions or offering advice.
• Follow Up Professionally: After the meeting, follow up with peer group attendees in a professional manner, offering further assistance or information if requested, without being overly persistent or aggressive.
• Continuous Learning: View peer group meetings as opportunities for learning and understanding the needs of the market rather than purely as sales opportunities.
• Bring Your Clients or Prospective Clients: View peer group meetings as an opportunity to bring a client and/or prospective client. These meetings are for them as well.