Amy Frix Awarded “Staff of the Year” at Advanced Topics Symposium
McLean, VA (September 1, 2015) — Amy Frix, Office Manager at Potomac Financial Private Client Group, LLC, an independent wealth-management firm, has been awarded “Staff of the Year” at the biennial Advanced Topics Symposium sponsored by Commonwealth Financial Network®. Held in Boston, Massachusetts, this intensive two-day program is geared exclusively toward the individual advancement of the staff who support Commonwealth’s network of independent financial advisors.
Commonwealth Financial Network is the nation’s largest, privately held independent broker/dealer–RIA and the firm of choice for Potomac Financial. The Advanced Topics Symposium provides the education and training for staff to gain the knowledge and skills they need to help their offices create efficiencies and grow the practice, as well as to network with peers and share best practices, hot tips, and other ideas.
The Staff of the Year award is presented to the staff member who continually performs above and beyond for his or her office. Winners were selected based on numerical ratings of job-related criteria, including technical knowledge/ability, client service, communication/interpersonal, problem solving/decision-making, time management, and leadership skills.
“Amy Frix is an indispensable member of our staff, and we are pleased to announce this well-deserved award on her behalf,” said Michael R. Kalas, CFP®, AIF®, President of Potomac Financial. “Our office is committed to providing the highest level of service to each and every client, and Ms. Frix is an integral member of that process.”
Symposium participants expanded their knowledge of the financial services industry by attending more than a dozen in-depth educational classes. Sessions covered compliance regulations, personnel management, technology platforms, social media, effective client communication, marketing, and financial planning.
“Attending the symposium provides our staff with the tools and resources they need to make every client interaction as productive as possible,” said Kalas.
