By Kelly Coulter, Head of Marketing

As someone who experiences both our in-person and virtual events up close, I’m always struck by how hard it is to choose a favorite. Each delivers something uniquely valuable—but Streamline truly stands out for the way it turns a virtual platform into a high-impact learning environment. This year was no exception.

Streamline is Private Advisor Group’s annual virtual conference focused on helping advisors and their office staff streamline their technology and operational efficiency. This year, the event once again proved why operational excellence isn’t about sweeping change—it’s about small, consistent habits that move a practice forward. Across 12 on-demand sessions, advisors and their teams consumed more than 526 hours of training, using the platform to tune specific parts of their business, sharpen team skills, and build efficiencies that compound long after the event ends.

The through-line of this year’s event: when you dedicate time to technology, processes, and team development, even minor adjustments unlock meaningful gains in client service and firm growth.

Time is Finite—Invest it Wisely 

Micro habit: Routinely carve out structured learning time.

Streamline is intentionally modular—advisors choose high-value sessions and revisit them for reinforcement or onboarding. One attendee captured the event’s purpose perfectly after a custodian training module: “You just saved me hours I’d have spent building this training for my team from scratch.”

Data Without Energy is Just Noise

Micro habit: translate insights into action.

Keynote speaker Kristen Brown urged attendees to move beyond dashboards and metrics. As she put it, “Knowing something is different than doing something.”

Energy and mindset turn insights into execution. Relationship energy, in particular, builds credibility and shapes client experiences that no report can replicate. Over time, small conversions of insight into execution reshape client experiences and drive operational momentum.

Protecting Vulnerable Seniors is Essential

Micro habit: document client notes in your CRM always and often.

A standout panel on protecting senior investors, featuring financial advisor Steven Cunningham and others, underscored the sophistication of today’s scams—and how often they originate from people “hiding in plain sight,” including family members.

The simplest but most powerful takeaway: consistent, detailed documentation in your CRM. A standard habit of entering notes and flagging concerns can be the difference between safeguarding a family’s wealth and missing a critical warning sign.

Your Tech is Evolving Faster Than You Think

Micro habit: Review your core tech stack annually.

Streamline’s curated presentations from leading technology providers highlighted something many advisors overlook: your existing platforms are rolling out enhancements constantly.

Whether it’s workflow automation, reporting, client communications, or compliance features, incremental improvements can materially change how your team works—but only if you take the time to explore them.

Schedule a standing annual review—conducted by you or your team—to avoid leaving efficiency gains sitting idle.

Culture is the Connector of Generations

Micro habit: Create one structured opportunity each month for next-gen contributors to engage.

In the closing conversation with next-gen advisors Sara Botkin and Lou D’Angelo, the two discussed their journey into the financial advice space. Two completely different paths but one common theme: intentional culture.

Meaningful exposure to client meetings, involvement in special projects, and two-way mentorship are not “nice to haves”—they are operational habits that determine whether talent thrives. Firms that embed these rhythms build continuity, confidence, and future leadership.

What’s Next

Micro habit: Create one structured opportunity each month for next-gen contributors to engage.

Streamline reinforced that meaningful practice transformation doesn’t require a reinvention. Instead, it’s built on micro habits—small, repeatable behaviors that shape how teams learn, how technology is used, how clients are protected, and how cultures develop.

For advisors, whether you’re part of our community today or watching from afar, the message is simple: Choose one micro habit. Implement it consistently. Watch the efficiency compound.