Axial's dedicated Administrative Team spent a few days out of the office this week at Commonwealth's Advanced Topics Symposium, which was held at the Renaissance Hotel in Boston's Seaport district, learning new and improved ways to bring the best service and customer experience to our clients and expand networks among staff peers of the Commonwealth community.
With "Connecting" as the theme for this year's symposium , an astounding 250 administrative
professionals from around the country attended, being named the largest ATS to date. Industry speakers and acclaimed experts from all over attended to present.
Our team attended seminars providing a wide range of information from “Leading the Office From Your Seat” to “Everything You Need To Know About Medicare" and “8,000 Days of Retirement ”, along with participating in team building activities and sharing operational procedures.
Jaime McGrath, our Senior ClientService Manager, was proudly chosen as a Panelist to participate in Commonwealth ’s Staff Panel Seminar. Needless to say, our team was front and center cheering her on as she answered questions about growth within
the office, excelling in her role within our firm and helping encourage our team and others to achieve our personal and professional goals as a company.
She ended her presentation with:
"You set the tone for client experience." Commonwealth and Axial alongside many other financial firms and offices spent three days of volunteering, learning,
sharing advice, networking and
connecting as one community.
Until next year, ATS!
Axial Financial Group℠
5 Burlington Woods, Suite 102, Burlington, MA 01803
Phone: (781) 273-1400 - Fax: (781) 273-1402 - Toll Free: (888) 408-6937
www.axialco.com - firstname.lastname@example.org
Securities and advisory services offered through Commonwealth Financial Network,
Member FINRA/SIPC, a Registered Investment Adviser.