Fall 2019 Advisory Board Meeting

Twice a year, the Connors Wealth Advisory Board meets to discuss how to enhance the client experience and future goals for the team. During the Fall 2019 Advisory Board meeting, the group discussed marketing and communications, client events and firm updates.

Following the Advisory Board meeting, the team gathered the board's feedback to share highlights over dinner. All Advisory Board participants and their significant others were invited to Cafe Margaux for an excellent Spanish wine dinner and to hear Olivia review the conclusion from the meeting.