Thursday, March 18, 2021 at 3:00 PM ET
Complimentary admission | Open to members and non-members | Press allowed
To understand the shifting dynamics and challenges that wholesalers face in building and sustaining advisor relationships, FUSE Research Network went straight to the source – sales professionals who are “carrying the bag.”
Join us on Thursday, March 18 at 3:00 PM ET for an MMI Webinar as FUSE shares findings from their recent survey that captured wholesaler feedback on several key areas, including: territory management and advisor engagement, internal sales and marketing support, incentive structures, and the future of wholesaling in a Post-COVID world.
Introduction:
Arlen Oransky, SVP, Chief Membership Officer, MMI
Presenters:
Neil Bathon, Founder & Managing Partner, FUSE Research Network
Patrick Newcomb, Director of BenchMark Research, FUSE Research Network
Duration:
60 minutes (including time allocated for Q&A)
CE Credits:
Investments & Wealth Institute® has accepted the The Current (and Future) State of the Wholesaling Profession: New Intelligence from FUSE Research for 1.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
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
