Community Newsletter: October Updates

From festive gatherings to meaningful moments with our team and partners, we embraced the season to the fullest. Here’s a look back at all the ways we connected, celebrated, and made an impact this October.

DOVER, VT

Our executive team’s fall retreat provided a meaningful opportunity to strengthen relationships, finalize key initiatives for the rest of the year, and align on priorities for business growth and staff/advisor engagement as we plan for 2025.

BURLINGTON, VT

At the recent AAX Founder’s Day Workshop, advisors received an insightful analysis of the 2024 election’s impact from Bill Sterling, PhD; strategies for business growth and adapting to industry trends from keynote speaker Ron Gruniger, CFP®, CIMA®, AIF®, RICP®; and valuable lessons learned from an advisor spotlight and a panel of peers.

BEDFORD, NH

Our staff rolled up their sleeves at our recent development day, focusing on enhancing advisor and client support, improving cross-department collaboration, and adopting new approaches to thinking and communication.