Complimentary admission | Open to members and non-members
It’s no secret that the pandemic changed the playbook for advisory distribution teams almost overnight. Over the past year and a half, asset manager sales teams and their marketing counterparts adapted nimbly to the virtual environment to serve their wealth management partners, advisors, and investor clients. As we inch back to “normal,” what traditional rules of distribution have changed forever? And how are forward-looking firms positioning themselves for future success?
This MMI Webinar, sponsored by the Women in Distribution community, examines The Future of Distribution. In this wide-ranging discussion, a panel of senior executives – representing both the asset and wealth management sides of the business – will tackle topics including:
- As return to work unfolds, what can asset managers and their sales teams expect from client firms and FAs?
- How have FA engagement preferences and expectations changed?
- What will partner firms look for from asset manager sales teams?
- How have distributor platforms and FA business models evolved?
- What are the latest developments on the product front (SMAs, Models, ETFs, Funds, etc.)?
It’s a brave new world for advisory distribution teams. Register to access the replay for expert insights and practical takeaways to inform your distribution strategy or wholesaling practice.
Introduction:
Co-Chair, MMI Women in Distribution Community
Melissa Roe, Senior Vice President, Division Manager, Capital Group
Presenters:
Pete Thatch, Senior Vice President, Director of National Accounts, Capital Group
Danielle Carnett, Senior Managing Director, Head of IBD/RIA Global Strategic Relations, Nuveen
Alison Gore, Head of Strategic Relationship Management, Hartford Funds
Kate Winters, Senior Vice President, Investment Product Management,
LPL Financial
Duration:
60 minutes (including time allocated for Q&A)
CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: The Future of Distribution is Now. Are You Ready? for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
Note:
This MMI Webinar is closed to members of the media.
Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.
