2020 MMI NetMeeting - Key Trends in Wholesaling: The Current and Future Landscape

June 30, 2020 | MMI NetMeeting
1:00 PM ET

For nearly 10 years, Sequoia has partnered with Cerulli Associates to survey asset manager distribution professionals regarding opportunities, challenges, and best practices as they engage with financial advisors. 

Join us on Tuesday, June 30 at 1 PM ET for an MMI member-only NetMeeting, jointly presented by Cerulli Associates and Sequoia, that highlights major findings and takeaways for wholesalers from their latest distribution study. You will hear what is working in today’s environment – and what it will take to be successful as distribution coverage models continue to evolve.

Key topics include:

  • The latest trends in wholesaling
  • The current advisor mindset
  • Effective territory growth strategies

Introduction:
Arlen Oransky, SVP, Chief Membership Officer, MMI

Presenters:
Ed Louis, Senior Analyst, Wealth Management, Cerulli Associates
Steve Meier, Executive Program Director, Sequoia System

Duration
45 minutes (including time allocated for Q&A) 

Note
This NetMeeting is closed to members of the media. 

We hope you can join us on June 30. 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.