Vern Bass and Alex Bastron of LongView’s Denver branch hosted a Client Appreciation Brunch on Saturday, September 17 at the Mount Vernon Country Club in Golden, Colorado. Wes Bigler and Quinton Fisher from the Atlanta office and Jennifer Stewart from the Madison branch attended the brunch, which allowed clients and the community the opportunity to meet and talk with LongView management.
Kirk Licata attended the 2016 Cambridge Real Practice Management workshop, held Sept. 21-22 at the Loews Hotel in Atlanta.
Sara Foresman, Cathy Bolton, and Alex Bastron attended the 2016 Junxure Advisor Conference, held Sept. 29-30 in Denver. Junxure is LongView’s Customer Relationship Management software. The Conference brought together the Advisor community to share the latest trends, best practices, and new ideas to help firms strengthen client relationships.