2020 MMI NetMeeting - Increasing Investor Engagement and Advisor Adoption Through Household-Smart Solutions

Replay | MMI NetMeeting

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.

Hear what firms are doing to empower financial advisors to effectively engage clients using risk-smart, tax-smart platforms and software tools that improve and quantify both investor and advisor outcomes.

Jointly presented by the MMI Digitally-Enhanced Advice and Annuity & Insurance Solutions Communities, this MMI NetMeeting features four industry leaders discussing how their firms are driving advisor adoption of tools that coordinate investments and annuities, creating a household-smart management approach to engage clients and calm their nerves during these turbulent times.  

Introduction:
Tim Williams, Director, Education Initiatives, MMI

Moderator:
Joely Meighan, SVP, Director of Managed Assets, D.A. Davidson

Presenters:
Gary Carrai, SVP, Strategic Partners and Platform Technology, LPL Financial
Heather Kelly, SVP, Advisory and Strategic Accounts, Allianz Life
John Yackel, Executive Managing Director, Head of Strategic Initiatives, Envestnet

Duration: 
50 minutes (including time allocated for Q&A)

CE Credit:
Investments & Wealth Institute® has accepted the MMI NetMeeting for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. 

Note: 
This NetMeeting is closed to members of the media.

We hope you can join us on August 6. This NetMeeting will be recorded. Even if you cannot attend live, please register so that we can notify you when the replay is available.

Please contact MMI with any questions at (646) 868-8500 or events@mminst.org