March 26-27, 2020 | Orlando
Omni Orlando Resort at ChampionsGate
Eric Koestner, Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors
About the Summit
The MMI Summit annually brings together the industry’s most senior leaders for two days of elevated discussions about advancing the future of investment advice and solutions. With an outstanding speaker lineup and the most influential decision makers in the advice business in attendance, the Summit focuses on the most important industry developments and how they impact growth strategy, leadership management and execution, and bottom-line results.
To provide an intimate and executive-level experience, each MMI member firm is permitted to send up to four representatives. As a rule, attendees should be C-suite level, EVPs, SVPs, Managing Directors, and business unit leaders.
The 2020 Program
Expectations are higher than ever in the advice business – on all fronts. What once was considered “wow” factor is now table stakes. What previously could be charged for is now given away. Firm budgets are lower and getting squeezed. How can wealth managers, asset managers, and solutions providers deliver an outstanding – and differentiated – client experience as needs and preferences evolve rapidly?
This year’s Summit will examine The Value-Add Imperative from all sides, sharing expert insights, diverse perspectives, and new approaches to enhance the value proposition of every stage and experience – and all participants – in the advice delivery chain.
Join us for provocative discussions, actionable insights, and quality networking time.
For more information on MMI Summit 2020, contact us at (646) 868-8500 or firstname.lastname@example.org.