Popular Topic(s): Out and About
OUT & ABOUT – SEPTEMBER 2022

At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…

OUT & ABOUT – AUGUST 2022

At the Firm Matt and Brian met with the CCMI team for annual performance reviews in early August. The team is also working on updating…

Out & About – May 2022

At the Firm Brian attended presentations on the Neuroscience of Success by Tayna Chernova and a presentation on Post-COVID Culture Building by Garry Ridge, the…

Out & About – March 2022

At the Firm CCMI has been busy working on the ADV and Form CRS documents to provide to our clients. These documents are required to…

Out & About – February 2022

At the Firm The CCMI team held our annual business planning meeting in early February. We reviewed the successes of the prior year, and came…

Out & About – August 2020

At the Firm… The CCMI Team Members completed their annual reviews and goals for the year. CCMI’s performance period runs from August 1 to July…