Replay | MMI NetMeeting
Over the past three months – a time of tremendous uncertainty and market volatility – asset and wealth management firms have been forced to redeploy their workforces and while continuing to serve clients. While firms have been tested and shown resilience, challenges clearly lie ahead as offices begin to reopen and the latest version of the “new normal” is defined.
A Virtual Experience
Co-Chairs:
Eric Koestner, Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors
Replay | MMI NetMeeting
In these unprecedented times, asset and wealth management firms have been forced to redeploy their workforces and adopt new technology and processes while also managing and communicating with their clients during a period of extreme market volatility.
This MMI member-only NetMeeting looks at how firms are adapting to the sudden shift in conditions, which types of firms are doing well, and which have struggled to make the transition.
MMI Virtual Event Series for Distribution Professionals
The COVID-19 pandemic has upended traditional financial services distribution models that rely on face-to-face meetings with advisors. The implications for distribution teams are profound and will likely last long after the current crisis is over.
HOW TO HAVE A CLIENT MEETING IN 2020:
Framing ESG in the context of our current crisis
Replay
Replay | MMI NetMeeting
Surprising gaps between client expectations and firm delivery continue to challenge the wealth management industry and inhibit client value. New research from MMI and Aon debunks persistent myths about client attitudes and delves into these gaps, which are being amplified by the COVID-19 crisis.
Replay | MMI NetMeeting
In times of turmoil, investors pursue a flight to safety, seeking comfort by managing risk and, given market volatility, they also need to address taxes. Innovative annuity products combined with advanced technology can offer investors a better chance to preserve their nest eggs and be in a stronger position when things return to what will be the next new normal.
Replay | MMI NetMeeting
ALERT: This event, originally scheduled for April 7, 2020, has been postponed to November 18, 2020.
March 3, 2020 | NYC
Allianz Life Financial Services Offices
Paramount Plaza
42nd Floor, Boardroom Conference Room
1633 Broadway
New York, NY 10019
1410 Broadway
Suite 2601
New York, NY 10018
PH: (646) 868-8500 | Fax: (646) 619-4074
