2022 MMI Webinar: Getting Personal: How Wealth Firms Can Attract and Retain the Modern Investor

This MMI Webinar is being rescheduled. A new date will be announced shortly. We apologize for any inconvenience.

Complimentary admission | Open to members and non-members | Press allowed

Join us for a special MMI event presented in conjunction with:

The financial markets – and the world – have been turned upside down over the last two years. Retail investors at the same time have had to manage the anxiety that comes with uncertain times, a wave of innovative technology, fascinating new investment vehicles, global macro-trend changes, and a volatile equity market in 2022. 
Technology has proven it will not replace human wealth advisors, but instead make them more effective and leave clients more satisfied when deployed smartly. However, to really build client-centric solutions that attract and retain investors, wealth management firms need to understand what sets their investors apart and what similarities they share.
Join us for this MMI Webinar, presented in conjunction with Refinitiv, to hear more about what investors are saying and learn the five key steps to personalizing your client experience to ensure clients and prospects will stay engaged.

Joan Lensing, SVP, Chief Programming Officer, MMI

Charles Smith, Global Head of Investor Services, Wealth Management, Refinitiv, An LSEG Business

Gary Carrai, EVP, Strategic Partners & Retirement Plans, LPL Financial

50 minutes (including time allocated for Q&A)

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.