Howard Wolkowitz

When the producers thrive, so does the agency. Agencies are recognizing that to retain high-performing advisors and producers—and to attract the next generation—they must reimagine the experience these professionals have inside the organization. From simplifying workflows with technology to fostering stronger collaboration and providing more meaningful support, the advisor/producer experience is becoming a core driver of growth and differentiation. By focusing on the advisor/producer experience, agencies can not only strengthen retention but also improve client outcomes and organizational performance. You’ll leave this discussion with actionable insights, including how to:

• Redesign the advisor/producer experience to boost retention and engagement
• Build training, mentoring, and career development programs that support long-term success
• Align advisor/producer needs with organizational goals to drive stronger business outcomes