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