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 2020 Virtual Advisory Board meeting, the group discussed marketing and communications, client events, and firm updates.
Normally, following the Advisory Board meeting, the team gathers the board's feedback to share highlights over dinner. However, things looked a little different this year. Instead, all Advisory Board participants and their significant others received a lovely gift bag of Connors Wealth swag and a gift certificate to Florida Fresh Grill.