Designing a World‑Class Experience for Advisors and Staff

October 23

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This session explores how leading BGAs intentionally design both their advisor and staff experience so each reinforces the other.

Panelists will cover culture, communication, and recognition, plus the practical tech stack and processes that make great experiences repeatable instead of accidental.

Education & Insights at NAILBA 45 are brought to you by Corebridge Financial.

Speakers

Lucie Gruby

Executive Vice President, Business Operations, & Partner
E4 Insurance Services
jason kidd headshot

Jason Kidd

Head of Advisor Experience
Highland Capital Brokerage
Matthew Herz NAILBA 45

Matthew Herz

Director, Head of Life Insurance Products
Luma Financial Technologies