by Potomac | Aug 5, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go...
by Potomac | Jul 29, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just...
by Jeff Goodnow | Jul 22, 2022 | Chase, Jeff, Podcasts
The AE Team gets together in Denver to address misconceptions when evaluating managers, and having a process like Firm CPR to do...
by Potomac | Jul 7, 2022 | Advisors, Chase, Christopher, Jeff, Jen, Kaitlyn, Martina
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...
by Jeff Goodnow | Jun 17, 2022 | Chase, Jeff, Podcasts
The Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business...
by Christopher Norton | May 20, 2022 | Chase, Jeff, Podcasts
The Education Team is back at Education Station to discuss the events we have on the books for 2022, and the importance of hosting client...
