We’re excited to invite you to our 2025 Harbour Investments Support Staff Conference!
Dates: Monday, April 21 – Tuesday, April 22
Location: Wealth Distribution Strategies, Brookfield, WI (17975 W Sarah Ln, Brookfield, WI 53045)
This two-day event is designed exclusively for support staff, providing an opportunity to connect with peers, exchange ideas, and gain valuable insights into Harbour’s systems and best practices. Through interactive sessions and discussions, you’ll explore new strategies to enhance office efficiency and stay up to date with the latest tools and processes.
Our agenda kicks off Monday afternoon with a session on Atlas, where we’ll review reports, best practices, and past and future updates. This will be followed by small group discussions, where attendees will be divided into groups to present on various topics, including best practices for client onboarding, client interactions and experiences, meeting preparation, and team communication. If you attended in 2023, this format will be similar to the breakout sessions from that year.
Tuesday morning will begin with a general session led by See Vang, our Schwab Service Team Manager, followed by a Q&A. If Schwab is not relevant to your office, you are welcome to start your morning a bit later. We’ll then cover best practices for Harbour paperwork and assistant roles, highlighting the differences in responsibilities between licensed and non-licensed assistants. Next, we’ll host an Atlas customization session to gather feedback on what features would be most helpful for your dashboard, reports, and overall workflow. The conference will wrap up with an inspiring keynote from Christi Andringa!
For those staying overnight, the hotel within our room block is just a quick 2-minute commute from the conference location, making your stay as convenient as possible.
Register by Friday, March 21st, and be sure to book your hotel room by Tuesday, April 1st.
Click here to register for the event: https://www.eventbrite.com/e/2025-support-staff-conference-registration-1246217041719?aff=oddtdtcreator
Click here to book your hotel room: https://www.hilton.com/en/attend-my-event/mkebkdt-hi3-47bdfa9d-874a-4226-bb7d-a6654d348679/