10/03/2026
It’s easy to get caught up in the day-to-day and keep moving from one client meeting, task, and conversation to the next.
That’s why I really value opportunities like our recent Quick Strike training.
For a couple of days, we stepped away from the usual routine and joined a couple other districts for in-person training with Teri Schweiger, Financial Planning Advocate (FPA). We spent time learning, asking questions, sharing ideas, and looking at ways to strengthen the work we’re already doing.
Because taking time to work on the business is just as important as working in it.
The goal isn’t simply to walk away with new information. It’s to bring what we learn back to our team and into our client conversations, financial planning, and the work we do every day.
I’m grateful to be part of a team and company that makes intentional time for learning and improvement. That investment helps us continue growing, both individually and together, so we can bring even more value to the clients we serve.
More from our Quick Strike training coming soon!
