2022 MMI Webinar: Advisory Solutions: Expectations and Experiences - Mind the Gaps

August 11, 2022 | 2:00 PM ET
Complimentary admission | Open to members only

COVID-19, geopolitics, and economic volatilities continue to roil markets and livelihoods around the globe. How have investor and advisor attitudes and expectations changed in the post-pandemic era?  

The third year of MMI and Aon’s Advisory Solutions: Expectations and Experiences research examines the emerging – as well as surprisingly persistent – gaps between client expectations and firm delivery that continue to challenge the wealth management industry and inhibit client value.

Join us on Thursday, August 11 at 2:00 PM ET for a member-only MMI Webinar that will provide an overview of key findings from this year’s research. We’ll also discuss action steps for wealth management firms and advisors seeking to deliver more impactful investor services and effectively address clients’ post-pandemic needs.

Key discussion topics include:

  • Emerging Retirement Planning Gaps – the importance of client life stages,
  • Improving the Investor and Advisor Digital Experience – why simplification and personalization matter, and
  • Attitudes Toward Cryptocurrencies and Cybersecurity – navigating the new era of crypto wealth management.

Joan Lensing, EVP, Chief Programming Officer, MMI

Peter Keuls, Global Head of Wealth Management, Aon
Basel Raslan, Senior Consultant, Aon

50 minutes (including time allocated for Q&A)

CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: Advisory Solutions: Expectations and Experiences - Mind the Gaps for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

This webinar is closed to members of the media.

This webinar will be recorded. Even if you cannot attend live, please register so that we can notify you when the replay is available

Questions? Contact us at events@mminst.org or (646) 868-8500.