September 17 & 24, 2021
Charged admission | Open to members and non-members | Press allowed
Co-Chairs:
Heather Gardner, Financial Institutions National Accounts, William Blair Investment Management
John Moninger, Managing Director, Retail Sales, Eaton Vance Distributors
The pandemic fundamentally – and permanently – rewrote many aspects of the traditional playbook for investment advisory distribution teams. Are you and your sales team prepared for what’s next?
Join us on September 17 & 24, 2021 for the MMI Distribution Leadership Forum, a powerful two-day virtual program that will bring together distribution professionals to unpack how the advisory sales landscape has changed and share best practices for engaging with advisors and clients in the “new normal.”
Key Discussion Topics:
- Wholesaling in a post-pandemic world – what it takes to be perpetually relevant
- Advisory product trends – the latest developments and their implications
- Marketing your wholesaler practice – tools and resources to stand out from the crowd
- The changing advisor landscape – key trends and what they mean for your business
- Making efficient use of data – maximizing data analytics and business intelligence
- To partner or not to partner – best practices and strategies to make partnerships work
- The future of sales – preparing you and your firm for the changes to come
Who Should Attend:
Heads of Distribution, Sales Managers, External Wholesalers, Internals, Hybrids, Marketing and Business Intelligence professionals – anyone who is part of the distribution ecosystem
We hope you will join us and spread the word to colleagues within your own firm and around the industry.
