Executive Director/Partner Gerri Meverden‘s recent journey to New York City was more than just a business trip—it was a testament to the pivotal role that relationships play in shaping success across industries. From engaging with clients to collaborating with team members and product providers, every connection makes a profound impact.
The recent trip included an experience on the floor of the New York Stock Exchange in Manhattan. Surrounded by the hustle and bustle of financial activity, Gerri immersed herself in the heart of global markets, gaining invaluable insights into market dynamics and investor sentiment firsthand. Gerri also participated in an exclusive Annexus training event hosted at Goldman Sachs, engaging in discussions that dove deep into our industry’s top solutions, unveiling index design secrets, and exploring advanced planning strategies. These sessions underscored how Quantum empowers advisors with robust support for business growth, particularly through innovative marketing approaches.
At the core of the entire experience was the theme of “partnership.” Gerri not only strengthened bonds with existing partners but also forged new alliances that promise to drive mutual success. The event highlighted how collaboration, mutual trust, and shared goals are fundamental to navigating today’s complex financial landscape effectively. Reflecting on her trip, Gerri emphasizes that the relationships she cultivated pave the way for innovation, growth, and lasting impact, illustrating that in business, as in life, success truly thrives on strong partnerships.
