Thank You Page Content
🎉

Assessment Complete!

Thank you for your thoughtful responses

Your Assessment Has Been Successfully Submitted

We've received your detailed responses and will use them to create highly targeted workshop experiences that address your specific challenges and opportunities.

Your input is invaluable in helping us design workshops that deliver maximum value for your team.

📅 Upcoming Workshop Sessions

Mark your calendars for these important sessions:

Session 1: Advisor Onboarding Journey Mapping

Date: July 17, 2025
Duration: 2 hours
Format: Virtual (Zoom + Miro)

Session 2: Cross-Functional Alignment

Date: August 12, 2025
Duration: 2 hours
Format: Virtual (Zoom + Miro)

What Happens Next?

1

Assessment Review

Marie will review all team responses to identify common themes, priority challenges, and opportunities for improvement.

2

Workshop Customization

Workshop agendas and materials will be customized based on your team's specific responses and identified pain points.

3

Pre-Workshop Setup

You'll receive calendar invitations, Zoom links, and technology setup instructions 2-3 days before each session.

4

Workshop Delivery

Participate in highly interactive sessions designed to create actionable solutions and clear implementation plans.

5

Implementation Support

Receive comprehensive workshop summaries, action plans, and follow-up support to ensure successful implementation.

Questions or Need Support?

Marie Monet, CPA, CITP, CGMA
📧 marie@p2tfusion.com
🌐 From chaos to clarity - your path to success

If you have any questions about the upcoming workshops or need technical support, don't hesitate to reach out.

This assessment is part of your OneSeven Advisor Onboarding optimization initiative. We're excited to help you create meaningful improvements that benefit both your team and your advisors.