Replay | MMI NetMeeting
For nearly 10 years, Sequoia has partnered with Cerulli Associates to survey asset manager distribution professionals regarding opportunities, challenges, and best practices as they engage with financial advisors.
This MMI member-only NetMeeting, jointly presented by Cerulli Associates and Sequoia, highlights major findings and takeaways for wholesalers from their latest distribution study. You will hear what is working in today’s environment – and what it will take to be successful as distribution coverage models continue to evolve.
Key topics include:
- The latest trends in wholesaling
- The current advisor mindset
- Effective territory growth strategies
Introduction:
Arlen Oransky, SVP, Chief Membership Officer, MMI
Presenters:
Ed Louis, Senior Analyst, Wealth Management, Cerulli Associates
Steve Meier, Executive Program Director, Sequoia System
Duration:
45 minutes (including time allocated for Q&A)
Note:
This NetMeeting is closed to members of the media.
Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.
