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





CE Type

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



45 minutes


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. Topics will include potential changes and implications related to the role of the wholesaler, the internal sales function, marketing and advisor engagement, metrics and compensation programs, and sales analytics. If you're a distribution professional, you won’t want to miss this session!


Neil Bathon, Managing Partner, FUSE Research Network.

Mark Spina, President & COO, FLX Distribution.

Price: $0.00