All Programs

The fact that their internal wholesalers are now working remotely is a challenge for distribution and sales teams that requires both cultural and technological changes. How are firms helping their internals adapt to their new home workspaces and stay connected? Hear firsthand from two Heads of Internal Sales

  1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®

45 minutes

Hear directly from two distribution leaders how they’ve helped their teams make the shift, how they are balancing the pros and cons, and what advice they would offer to others.

  1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®

45 minutes

Calling them “soft skills” is a misnomer; people skills are mighty. This foundational workshop delves into the powerful impact people skills have in building and nurturing relationships.

Learn how to identify, hone and utilize these skills yourself and recognize and complement them in others.

Self-confidence is contagious. Leaders who project confidence help shape a shared vision among teams and organizations. Learn how to assert your confidence in a genuine, compelling manner while instilling and inspiring confidence in others.

Calling them “soft skills” is a misnomer; people skills are mighty. This foundational workshop delves into the powerful impact people skills have in building and nurturing relationships.

Learn how to identify, hone and utilize these skills yourself and recognize and complement them in others.

Warren Buffett believes “it can take 20 years to build a reputation and five minutes to ruin it.” Ethical thinking and actions are critical. Your business ethics will drive behavior throughout an organization and perception within and outside it. This course addresses how to continually demonstrate and influence positive, ethical behavior

Etiquette is all about making others comfortable no matter the situation. It is often misunderstood as volumes of rules of behavior. This course delves into why and how etiquette exists to make everyday activities more enjoyable and inclusive for all.

Are you confident that your writing conveys the message and tone you intend? Do you write with your audience top of mind and consider what’s most important to them? Does how you write vary based on the occasion and the medium (they vary greatly from client letters to proposals to presentations, emails and meeting agendas).

People make assumptions based on what they read - make sure your written communications continually reinforce your expertise, leadership and professionalism.

This workshop addresses civility in the workplace and ways organizations can systemize it. While a program on courtesy might sound too elementary, it’s critical because basic courtesy is too often missing in today’s interactions.

Effective coaching takes into account not only goals but the employee charged with meeting them. The best coaches challenge, encourage and support. They help bridge the gap between where you need to be and where you are now. This workshop focuses on how to coach your employees for business performance goals.

Calling them “soft skills” is a misnomer; people skills are mighty. This foundational workshop delves into the powerful impact people skills have in building and nurturing relationships.

Learn how to identify, hone and utilize these skills yourself and recognize and complement them in others.

The next wave of advisory innovation is well underway as firms focus on ways to increase investor engagement and advisor adoption. Their efforts center around coordinating advisory solutions, innovative annuity structures, and advanced technology to create an intuitive, graphic experience for both investors and advisors to manage household portfolios.

  1 Hour- CIMA®, CPWA®, CIMC®, and RMA®

50 minutes

The onset of the COVID-19 pandemic forced asset managers, distribution teams, and financial advisors to completely reset their sales and service strategies during the first half of the year. What insights can be gained by taking a close look at recent data on product sales and flows and trends in advisor needs?

50 minutes

Income inequality is a defining issue of our time. Take advantage of the opportunity to get involved and stay up to date on this growing systemic social risk.

50 minutes

In turbulent times, investors seek protection, income, and tax savings in their household portfolios. Innovative annuities and advisory models, combined with advanced technology and new age ecosystems, enable advisors to help investors preserve their nest eggs and put themselves in a better position for when things return to the "new normal."

  1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®

50 minutes

This complimentary MMI NetMeeting aims to equip due diligence and research professionals – as well as asset managers – with tools to help them carefully navigate the exploration and inclusion of ESG and sustainable investment criteria in their platform decisions.

75 minutes