Community Newsletter: August Updates
This month was busy with in- and out-of-office experiences and education. Our Head of Wealth Strategy, Dan Murphy, was featured on The Perfect RIA Podcast – we highly encourage you to add it to your listen queue!
BOSTON, MA
Our Head of Wealth Strategy, Dan Murphy, was recently featured on The Perfect RIA Podcast. From the mindset shift required to embrace this new paradigm to the operational changes needed to support it, Dan offers insight for advisors at every stage of their careers.
BOSTON, MA
We teamed up with Bigger Futures for a two-day immersive experience focused on unlocking your potential by developing cognitive psychology strategies to control your thinking.
NEW YORK CITY, NY
A group of our top advisors had a fantastic time at the US Open, cheering on the thrilling matches. This event continues to be a highlight for our team every year!
BOSTON, MA
We hosted a client appreciation event at Fenway Park. It's been a great season, getting to cheer on the Red Sox and watch live concerts from the MassMutual suite.