Supplier Retreats a Smashing Success

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Supplier Retreats in Santa Barbara and Scottsdale were smashing successes for both advisors and suppliers alike with time allocated to network, learn, share and enjoy.  New to this year’s format was the “Town Hall” meeting.  This interactive meeting, closed to suppliers, allowed Colin Weatherhead and the management staff to share the company’s vision, direction and programs with advisors and allowed advisors to express their needs and concerns.  Issues of concern quickly became opportunities for change and the “Town Hall” meeting concept will continue to be a part of this annual event.