Partners David Griswold and Ashley Ott were invited to lead a workshop during Commonwealth Financial Network’s Associate/Senior Advisor Intensive Mentor Program, held in Chicago, IL, on July 17-18, 2018.
The Associate/Senior Advisor Intensive Program aims to cultivate the development of associate advisors in practices by delivering training and experiential activities tailored to both the associate’s needs and the firm’s objectives. Associate and senior advisors attend the program together, learning how to best support each other and grow the business along the way.
The program consists of coaching calls, online training, and in-person group workshops, such as the workshop led by David and Ashley. In their workshop, the partners spoke of their experience together, specifically how David helped Ashley grow from a client services administrator to partner at Vantage Point Financial in just under six years.
To learn more about the conferences and workshops that David and Ashley attended, visit our news archive: http://vantagepointfinancial.com/news-archive.
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