1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®
Almost overnight, distribution teams have had to adjust to the entire team working remotely. For both internal and external wholesalers, it's been a major adjustment on many fronts. To maintain service levels, they’ve had to quickly master new technologies, shift to proactive engagement strategies virtually, find ways to keep emotionally connected across the team, manage their time effectively, and maintain their energy and motivation. 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.
John Moninger, Managing Director, Retail Sales, Eaton Vance.
David Gordon, Vice President, Director, Eaton Vance Advisor Institutee.
Mark Mol, Internal Consultant, Delaware Funds by Macquarie.
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