Client Success Stories: Licensing and Registration
Hear the real-world experience of Brighthouse Financial and Raymond James, and learn how they have enabled efficiency, enhanced advisor / agent satisfaction and reduced risk while evolving their licensing and registration operations to a best practice standard.
Presented By
Kristin Prohonic
Leader – Licensing & Onboarding
Brighthouse Financial
Beth Maziad
SVP, Insurance Operations
Raymond James Financial Services
Stephanie Buchanan
Chief Client Officer
RegEd, Inc.
(Moderator)