Client / Advisor Experience and Marketing Strategy Roundtable

ThinkstockPhotos 917079212November 2018 Semi Annual Meeting

Changing Marketing Models to Deliver an Awesome Institutional Client Experience: Looking to the 2025 Horizon

November 15, 2018
Boston, MA

Hosted by: John Hancock Retirement Plan Services

Register* On-line

*Registration requires an invitation code

Request Invitation Code

Join us in a roundtable dialog as we strategize on the conception of an awesome Client / Advisor Experience in the retirement plan sphere and the marketing communications infrastructure needed to support its delivery. Learn from the results of the strategic foresight we are developing based on a forward looking survey questionnaire of marketing experts of the full vertical of the retirement plans ecosystem (from recordkeepers to advisory firms, investment managers, and communication & education providers).


Current Context

The conversation among retirement plan marketers these days focuses on the incredible shrinking marketing function and jettisoning the function into the customer experience or the corporate departments. Today’s marketing functions are more aligned with the specific functions of the deliverables – digital, social, in person, etc. How are we adapting to this to bring the client the best experience in the market – at a time when the pressures to educate and advise upcoming retirees is at such a critical point.

Last year, attendees collaborated on an approach to formulate a futuristic vision of the world by the year 2025.  Firms in attendance can use the foresight developed from this exercise to identify the skills and resources they need to acquire to maintain a competitive edge or a leading innovator position for the next five years.

The “Horizon 2025” vision report provides context for our industry and the marketing function in response to future developments in artificial intelligence, robotics, communications technology, communication, transportation, 3-D visuals, 3-D printing, social media, and other innovations supporting sustainable development.

Meeting Objective

Forum for senior retirement plan client experience, marketing and communications professionals to discuss emerging industry trends, major challenges and opportunities, current and upcoming governmental regulations and other topics of interest to attendees.


Attendance is by invitation only. The invitation is extended to Chief Client and Advisor Experience, and Chief MarCom Officers of the retirement plans vertical:

Date and Time

November 15, 2018

8:00 a.m. - Breakfast

8:30 a.m. to 3:30 p.m. – Sessions


John Hancock Retirement Plan Services
601 Congress Street, 14th Floor
The Board Room
Boston, MA 02210

Dress Code

Business Casual Dress Code for meetings


Thursday, November 15, 2018

8:00 a.m.     Continental breakfast buffet

8:30 a.m.     Welcome and Introductions – John Hancock Investments

9:00 a.m.     Roundtable Discussions – Evolution of the Marketing team

10:15 a.m.   Break

10:30 a.m.   Roundtable Discussions – Delivering a client relationship that works both ways

12:00 p.m.   Buffet Lunch

12:30 p.m.   Industry Direction – Idea generation/brainstorming

2:00 p.m.     Break

2:15 p.m.     Horizon 2020 Presentation

3:15 p.m.     Wrap Up and Next Steps

3:30 p.m.     Meeting adjourns

Hotel / Transportation

Recommended Hotels:

Renaissance Boston Waterfront
606 Congress St
Boston, MA 02210
Phone: (617) 338-4111

Westin Boston Waterfront Hotel
425 Summer St
Boston, MA 02210
Phone: (617) 532-4600

The Seaport Hotel
1 Seaport Ln
Boston, MA 02210
Phone: (617) 385-4000

The Renaissance is directly across the street from John Hancock.  The Westin and the Seaport are both a 5 minute walk to John Hancock


Register* On-line

Registration requires an invitation code.

Request Invitation Code

Payments by credit card, debit card, check or bank transfer


Registration deadline: Roundtable
On or before July 31, 2018  $1350
After July 31, 2018  $1675

Cancellation Policy
EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before August 31, 2018.  For cancellations between September 1, 2018 and November 1, 2018, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $300.  No refunds for cancellations after November 1, 2018.  In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.