AOG Analytical Training

Oct 06, 2015
AOG Wealth Management

Since we introduced an inter-office fantasy league in 2013, your lead advisors, Scott Sweat (2013) and Fred Baerenz (2014) were triumphant. However, Business Development (Shane) and Tax and Analysis (Jim Ortlip) have placed well. The client service team (Amanda, Lydia and Michelle Whitlock) made a strong run during the 2014 playoffs, but fell just short of ultimate victory. Marketing (Michelle Miller) and Due Diligence/Research (Erica) are furthering the training exercise to bond with their assistant head coaches (their sons). Our next training exercise will be open to both staff and clients. It will take place in early March and will include a kickoff party (otherwise known as “March Madness”).

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