Kelly Haber and Karen Nogueira recently traveled to Chicago to attend an exclusive Commonwealth Financial Network® workshop entitled Proactive Practice Management.
They gathered with dozens of industry professionals from across the country to share ideas and learn about ways to improve business operations and efficiency.
Our team values the opportunity for team members to step outside the office and collaborate with others in the field. Topics spanned from supporting Leadership to empowering Management in the areas of Human Resources, Operations, Products and more.
“We returned invigorated by the information, collaboration and new ideas,” said Chief Compliance Officer and Director of Operations, Kelly Haber.
Energized and excited, Kelly and Karen look forward to helping improve and streamline internal processes that will consequently result in providing better customer service for our clients.