Thank you to everyone who joined us for this year’s Annual Marketing & Compliance Conference, whether you attended in person or joined us virtually! We hope you enjoyed the conference, made some new connections, and took away a few things you can bring back to your practice.
While we’re waiting for the recordings to make their way back from our AV team, we wanted to get the post-conference survey out while the event is still fresh in your mind!
Please take a few minutes to complete this year’s survey by Wednesday, September 30th. Your feedback is incredibly helpful as we look at what worked well, what we can improve, and how we can continue making the conference a valuable experience for everyone.
Complete the Post-Conference Survey here: https://forms.cloud.microsoft/r/cS8rxtE8dR
And, of course, we couldn’t wrap things up without giving you a head start on next year…Save the Date for 2027! 🎉
Next year is a big one as we celebrate Harbour’s 40th Anniversary!
September 13–14, 2027
The Madison Concourse Hotel
Madison, WI
Finally, keep an eye out for another email in the next few weeks with the post-conference materials we’re able to share, including recordings and other resources from this year’s conference.
Please join us in welcoming John Michalak to the Harbour family! He comes to us from J.W. Cole and is located in Deer Park, IL.
We are reaching out to everyone at Harbour who uses a Smarsh-hosted email account. Currently, the process for resetting passwords is very manual and requires contacting the Harbour back office. To make this process more efficient, we are compiling users’ alternative email addresses and mobile phone numbers and adding them to Smarsh.
Unfortunately, there is not a self-service portal for individual users to enter this information themselves. Therefore, we are asking you to provide your alternative email address and/or mobile phone number using the link below.
Fill out your alternative email and/or mobile phone number here: https://forms.office.com/r/HiPVYTUiq8
Feel free to contact Robbie at (608) 664-3702, rwuetrich@harbourinv.com, or technology@harbourinv.com with any questions.
Please join us in welcoming Trevor Conti to the Harbour family! Trevor comes to us from Northwestern Mutual and is located in Madison, WI.
Please join us in welcoming Valerie Miller to the Harbour family! Val and her team are located in Edmonds, WA and come to us from Osaic.
Please join us in welcoming Carina Moreland to the Harbour family! Carina and her team come to us from LPL and are located in Stoughton, WI
Black Diamond access is now available for all Harbour advisors and support teams. Login invitations were emailed Thursday afternoon from “Harbour Investments, Inc.” (noreply@bdreporting.com) and include a personalized link (expires in seven days; new invitations can be issued if needed).
After logging in, please review the training resources within Black Diamond and visit the Harbour website under Training & Resources → Black Diamond for onboarding guidance, pricing, integrations, and FAQs. Town hall–style training sessions will be announced soon.
Please note that full historical data from Morningstar Office is still being imported. We’ll provide updates once the process is complete.
For questions, contact the Harbour Home Office or email blackdiamond@harbourinv.com.
Just 5 cabins remain for the 2027 Avalon Waterways Danube Dreams Cruise, sailing June 26–July 3, 2027.
You’ll fly into Munich and return home from Budapest. Additional itinerary details can be found on Avalon Waterways’ website here:
https://www.avalonwaterways.com/river-cruise/danube-dreams-eastbound/wdb/?season=2027
Click here to express your interest and reserve a room:
https://forms.office.com/r/icHE0F5ZYP
Please join us in welcoming John D’Amelio to the Harbour family! John will be joining the wonderful team at Koenig Financial Group in Edmonds, WA. He comes to us from Greystone Financial.
As we plan our Tuesday Support Staff calls for 2026, we’d love to hear your feedback. Your input will help us shape future topics and ensure these sessions are useful, relevant, and supportive of your day-to-day work.
Please take a few minutes to complete the short survey linked below. We’re especially interested in hearing what topics you’d like to see covered, areas where deeper training would be helpful, and any ideas you have for future calls.
General topics: https://forms.office.com/r/q4BKJXRjFF
Reports: https://forms.office.com/r/yVRrkaTqN0