Net Meeting - New Resources Exclusively for MMI Members
NET MEETING – Tuesday, November 18, 2014 at 1 PM ET – MEMBERS ONLY
New Resources Exclusively for MMI Members
On Tuesday, November 18th at 1 PM Eastern time a special webinar was hosted by Jack Sharry – Chair, MMI Goals-Based Wealth Management Committee and Executive Vice President, Strategic Development, LifeYield LLC – on some of the exciting new resources available exclusively to MMI members.
Whether your firm is a long-time MMI member or a brand-new one, learn first-hand about the latest tools and new initiatives to enhance the value of your firm’s membership and help grow your managed solutions business.
- Special preview of MMI On Demand – Coming in Q1 2015, a powerful new online tool that provides easy online access to MMI’s proprietary managed solutions data and marketplace intelligence – Rick Ledbury, Vice President, Data and Research Services, MMI
- Sneak peek at 2014-2015 Industry Guide and Q3 MMI Central findings – Get an early look at key takeaways and emerging data trends from the latest editions of MMI’s flagship research publications – Jean Sullivan, Principal, Dover Financial Research
- Goals-Based Wealth Management: A New Model in the Delivery of Financial Advice – Hear firsthand about the industry trend toward embracing goals-based wealth management – the topic of a new MMI white paper – which many senior executives view as a sea change in how our industry will help investors enjoy improved outcomes and greater piece of mind. – Jack Sharry, Chair, MMI Goals-Based Wealth Management Committee and Executive Vice President, Strategic Development, LifeYield LLC
- MMI Managed Solutions eLearning – Learn how leading firms are using this innovative online education platform tailored specifically to employees in the managed solutions space to unlock employee potential and increase workplace skills – Jim Seuffert, Senior Partner, Wheelhouse Analytics