November 9-10, 2022 | Charlotte, NC | Dimensional Fund Advisors
Charged admission | Open to members and non-members | Press prohibited
Co-Chairs:
Amanda Harwood, Head, Practice Management, BMO Private Wealth
Melissa Roe, Senior Vice President, Division Manager, Capital Group
The past two-and-a-half years have forced firms to rip up their traditional distribution playbooks and completely reinvent how they engage with advisors and investors. Are you and your team prepared for what’s next?
There is so much to discuss and dissect that MMI has combined the Women in Distribution Symposium and the Distribution Leadership Forum into one blockbuster event.
Join us in-person in Charlotte on November 9-10 as we bring together a who’s-who of advisory industry distribution leaders – heads of distribution, national sales managers, key accounts and marketing professionals, home-office specialists, and top wholesalers – for two days packed with information, frank conversations, and actionable takeaways.
Don’t miss this unique opportunity to gain fresh perspective and ideas to elevate your practice heading into year-end and the start of 2023. And spread the word to distribution colleagues within your own firm and around the industry.
To register for this event, please contact MMI at events@mminst.org or (646) 868-8500.
For additional information and questions on this event, please contact Arlen Oransky at aoransky@mminst.org or (646) 868-8505.
