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Hear from c-suite executives at firms that have successfully grown their businesses without sacrificing their core value propositions; learn the pros and cons of outsourcing critical non-investment functions; and explore the changing distribution landscape and different growth strategies. 3 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®3 Hours & Ten Minutes |
$175.00 | More Info | |
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This year, MMI's popular Alternative Investments Forum is going virtual. That means you can enjoy our powerful lineup of topics and speakers from the comfort of your own home or office. 3 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® 3 Hours & Fifteen Minutes |
$295.00 | More Info | |
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Tackle 2021 head on. Invest in yourself by spending 6.5 hours with an extraordinary group of women who are defining their own vision of success, overcoming obstacles, and pushing boundaries. 6 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® 6 Hours & Ten Minutes |
$175.00 | More Info | |
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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 |
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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 |
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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 |
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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 |
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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 |
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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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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 |
$0.00 | More Info |