Breakout Session B #1 - Elevating the Transition Experience for the Advisor

You want to elevate the transition experience for the advisor and their support staff. What does success look like to you?  What is the experience you want to deliver? What steps do you need to add / enhance to your process today? What technology do you incorporate? What soft elements need to be added? Any customization? How do you measure success? Lessons learned?

Breakout Session B #2 – Elevating the Transition Experience for the Client

You want to elevate the transition experience for the client. What does success look like to you? What is the experience that you want to deliver? What steps do you to add / enhance to your process today? What technology do you incorporate? What soft elements need to be added? Any customization? Segmentation? How do you measure success? Lessons learned?