A Meeting of the Minds

What happens when you get 20+ retirement plan advisors in a room together? We found out at our annual Managing Directors’ meeting, held just last week in Boston.

The theme of the meeting was Best Practices from the field. And did our advisors ever come through for their colleagues. Just a few of the takeaways our offices brought to the meeting included enhancements in:

  • Fiduciary Best Practices
  • Investment Analysis 
  • Sales, Consulting and Marketing Tools 

In addition to the business of our business, the SRP Managing Directors ate their fill of lobster rolls and clam chowder at a local gem of a restaurant and  took in a Red Sox game at Fenway Park.

“I am humbled by the work that our Managing Directors do every day. This event really showcased their passion for this industry and scope of their expertise and experience, ” said Jeff Cullen, SRP’s Managing Partner. “The ideas that they brought to the table will feed into every aspect of our work for the year to come.”

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