Breakout Sessions C

#1: The firm had an exceptional 2024, resulting in bonus payments that were well received. Additionally, the firm chose to reinvest in enhancing customer experience based on feedback from the previous customer survey. As a management team, you are tasked with presenting three foundational ideas for improving the customer experience. Furthermore, outline your plans for implementing this enhanced customer experience, and identify the key decisions, involved parties and metrics that will measure the success or various degrees of success of this initiative. 

OR

#2: In 2025, you have a significant budget to invest in your RIA. You have decided to focus on differentiating yourselves and becoming a disruptor. Using the creative part of your brain, where would you as a management team invest if you had an additional 20% budget? What investments would enhance your RIA’s recruiting and advisor success? Begin with three initial investments. Then, expand with three additional ones. Finally, include three more for extra consideration.