MMI Alternative Investments Forum

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
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5 Ways to Help Advisors During

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

$0.00
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Sales Team Success in a Changed World: The View from Senior Distribution Leaders

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

$0.00
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Success Tips for Virtual Internal Sales Teams

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

$0.00
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Tales from the Trenches: How Top Sales Teams Are Managing the Shift to Working Remotely

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

$0.00
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Point-Counterpoint: The Lasting Impact of Social Distancing on Investment Product 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

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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

$0.00
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MMI NetMeeting: Navigating the Impact of Coronavirus: Trends and Opportunities in Asset Management Distribution

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
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MMI NetMeeting: Guiding Investors in Addressing Income Inequality

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

$0.00
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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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