Monday, June 21, 2021 at 1 PM ET
Complimentary admission | Open to members only
As we navigate through the recovery phase of the pandemic, there continue to be gaps between client expectations and firm delivery that challenge the wealth management industry and inhibit client value. The latest tranche of research from MMI and Aon tracks client and advisor attitudes before and during the pandemic and delves into how expectations have changed and stayed the same – and the surprising differences that persist between client and advisor perceptions.
Join us on Monday, June 21 at 1:00 PM ET for a member-only MMI Webinar that will provide an overview of the new MMI-Aon Advisory Solutions: Expectations and Experiences research and explore the biggest opportunities and disconnects in advisory solutions delivery. The session will examine both investor and advisor views of the value of investment advice and how it is delivered. Key discussion topics include:
- Delivering Premium Advice – why this isn’t a ‘one size fits all’ proposition,
- Lessons from the Pandemic – what has changed and what has stayed the same,
- Market Turbulence – and the rising demand for advice, and
- Firm-Provided Resources – what client and advisors really want
Introduction:
Joan Lensing, SVP, Chief Programming Officer, MMI
Presenters:
Peter Keuls, Global Head of Wealth Management, Aon
David Lo, Head of U.S. Client Insight, Aon
Duration:
50 minutes (including time allocated for Q&A)
CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: New MMI-Aon Research - Advisory Solutions: Expectations and Experiences Through the Pandemic and Beyond for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
Note:
This NetMeeting is closed to members of the media.
We hope you can join us on June 21. This Webinar will be recorded. Even if you cannot attend live, please register so that we can notify you when the replay is available.
Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.
