Monday, October 24th
- 4:30 pm - 6:30 pm | Sunset welcome reception at The Inn at Laguna Beach terrace
Join us for ocean views on the hotel terrace while enjoying drinks and Italian fare.
Tuesday, October 25th
- 7:30 - 9:00 am | Breakfast on The Inn at Laguna Beach terrace
- 8:00 am - 8:50 am | Advisory Council meeting* (Members-only session)
- 9:00 am - 9:50 am | Opening Remarks & Customer Panel, Mike Boese, Hearsay CEO & Leslie Leach, Hearsay CMSO
- 10:00 am - noon | Breakout sessions
Peer-to-Peer Benchmarking
Work with a curated peer group to take a deep dive into where your program stands, focusing on how to advance maturity. We’ll share best practices for adoption and driving the best behaviors. For programs with multiple products, we’ll explore the benefits of cross-product programs and how to use them to further accelerate progress.
Staying Ahead of Social Network Algorithms
Algorithms control the experience and results of your advisors' and agents' social selling strategy. Learn how the algorithms work for LinkedIn, Facebook, and Instagram and learn best practices to share with your end users.
Compliance Workshop
In this session, we’ll do an account-specific deep dive into program health in order to identify potential improvements in compliance efficiency using data and analytics.
- 12:30 pm | Depart for afternoon retreat - Meet in the lobby
Newport and Laguna Coastal Cruise or Newport Urban Wine Tasting Experience - 5:00 pm | Sunset dinner & drinks at The Pacific Edge Hotel Beach Bungalows
Come and enjoy the luxury of our private beach bungalows to conclude our event!
