Once a year the AOG Wealth Management office is reviewed by the canine team to make sure that the processes are running smoothly and that the organization goals are being met.
Jethro leads the review, seen here as he checks the desktop computerized calendar. Oreo is supervising the client review process to make sure guests are comfortable and informed. Gus, new at the job, is pondering the prospectus and paperwork procedures. Simba is conducting client feedback surveys remotely, and Izzy (not shown) is following through on due diligence feedback.
The review was very complete and a few recommendations were as follows:
- Bring back the Dogs of the Dow classic stock picking strategy.
- Consider changing the company name to DOG Wealth Management.
- Put beef consume in the water pitcher.
All the AOG teams wish you Happy Holidays and a Happy New Year!