After I merged my financial advising practice with another firm, I enthusiastically threw myself into my new venture, The Luckiest Guy in the World. What I didn’t realize was that my long-time clients had become friends to me and without the structure of the practice, I was losing touch.
Since my nature is to be a problem solver, I brainstormed to find a way to keep in touch with my friends. The Friends Connection.
What is that? I planned a gathering designed to be a time of rekindling old friendships, making new ones, and a little learning thrown in for good measure. We had our inaugural Friends Connection event in June 2019 and all reports are that it was a great success. So we are doing it again!
Right now we are finishing up the planning and hope to have something more specific to share with you very soon. We hope to make it bigger and better, so you won’t want to miss it!
This site is where to come to find information as it becomes available.