Summit Financial Solutions

The other weekend our team of advisors headed up to beautiful Flagstaff for a weekend retreat! Between strategy sessions, collaborative workshops, and a few peaceful moments in the pines, they came back inspired, recharged, and ready to better serve our clients. Here’s to fresh ideas, stronger connections, and a great team.

Last week we sent our Administrative Team to Accelerate; a two day workshop for administrative staff here in Scottsdale, AZ! They were able to connect & collaborate with their peers regarding day-to-day operations, technology, client experience, and so much more. We can't wait to see how they incorporate their new knowledge in the office and in servicing our clients!

This past week we sent two of our team members, Hannah and JT, to the Cambridge home office. They spent the past few days sharing ideas, working on new technology, and networking with fellow professionals.