Advisory Council Study Group

Study Group OCT 2015

Our Advisory Council Members share similar visions, goals and work ethic. Because of this, we are confident that participants will find great value in sharing intellectual capital with one another. The purpose of the Study Group is for our advisors to gather, discuss a topic of interest from different points of view and share best practices.

  • April 13, 2017 ‘Achieving Growth in Unprecedented Times’
  • January 20, 2017 ‘ClientWorks’ Training
  • September 26, 2016 ‘Annual Advisor Conference’
  • February 9, 2016 ‘Social Media Optimization’
  • October 29, 2015 Challenges, Successes & Recommendations