Distribution

Will the COVID-19 pandemic fundamentally change the distribution of investment products? Hear two industry veterans square off in a lively debate on the lasting impact of the current crisis on advisory distribution models.

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

45 minutes

Heads of distribution and national sales managers are guiding their teams through uncharted waters. A panel of senior sales leaders shares perspective on the current environment, what’s working and what’s not, how they are coordinating sales, marketing and analytics efforts, and developments at distributors.

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

60 minutes

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

Even in the current environment, the laws of sales haven’t changed. Advisors will talk to wholesalers if they can offer something of value now – with the emphasis on "now".

20 minutes