Thank you for supporting the 2025 Support Staff Conference by encouraging your assistant to attend and allowing them to be away from the office. We know how valuable their time is, and we truly appreciate your commitment to their growth and development.
To help us continue improving this experience, we would greatly value your feedback. Your insights will help shape future conferences — from content and timing to format and overall impact.
Please take a few minutes to complete a short survey:
https://forms.office.com/r/MUUUi20NcX
Thank you again for your continued support. We’re grateful for the opportunity to contribute to your team’s success.
Thank you for joining us at the 2025 Support Staff Conference! We loved having you with us and hope you left with new ideas, valuable insights, and maybe even a few fun memories.
To help you keep the momentum going, we’ve included some quick session recaps and helpful PDFs. If you have any follow-up questions or would like to dive deeper into any topics, don’t hesitate to reach out!
Atlas: We’ve attached a recap of our Atlas sessions, complete with screenshots to guide you through each step. For any additional questions, please contact atlas@harbourinv.com.
Group Breakouts: Attached are the group breakout questions and the responses shared during Monday afternoon’s session.
Schwab: Included are the Schwab Clickable Resource Guide, our PWG12 contact sheet and bios, and instructions for submitting feedback to Schwab. A few attendees asked for the direct phone number for the Managed Accounts team — here it is for easy reference: 877-595-6345.
We would also greatly appreciate your feedback! Please take a few minutes to complete our post-conference survey. Your input helps us continue to improve and make this event even more valuable for you and your team. The survey can be completed anonymously and will be open through Friday, May 16th.
Click here to complete the survey.
Thank you again for being part of this year’s conference — we look forward to staying connected!
Atlas Recap
Breakout Session Notes
Licensed Vs. Non Licensed Scenarios
Schwab Clickable Resource Guide
Schwab PWG12 Contact Sheet & Bios
Submitting Schwab Feedback Via Service Request
Minnesota: Tuesday, June 3rd. Click here to sign up by Friday, May 16th.
Madison: Wednesday, June 11th. Click here to sign up by Friday, May 23rd.
Green Bay: Tuesday, June 17th. Click here to sign up by Friday, May 30th.
Michigan: Tuesday, July 8th. Click here to sign up by Friday, June 20th.
Please reach out to events@harbourinv.com if you have any questions.
Please help us welcome Josh Zoerner to the Harbour family! Josh is located in Kenosha, WI and comes to us from Osaic.
Please join us in welcoming Brigitte Romanelli to the Harbour family! She is joining us from Morgan Stanley and is located in Kalamazoo, MI.