MMI NetMeeting: Increasing Investor Engagement and Advisor Adoption Through Household-Smart Solutions

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

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MMI NetMeeting: Incorporating Annuities in Household Portfolios: Business & Tech/Ops Leaders Discuss Ecosystem & Platform Trends

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

$0.00
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