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MMI Membership Survey Results: “A Tale of Two Cities”

November 14, 2023

2:00 PM ET

Register

Complimentary admission

Open to Members only

Press allowed

CE CREDIT 

Investments & Wealth Institute has accepted the 2023 MMI Membership Survey Results: “A Tale of Two Cities” Webinar for 1 hour of CE credit toward CIMA®, CPWA®, CIMC®, and RMA® certifications.

Overview

It was the best of times, it was the worst of times, it was the age of new product opportunities, it was the age of waning active flows, it was the epoch of value-added materials, it was the epoch of declining in-person meetings, it was the season of growth, it was the season of fear. 
  
Join us for an enlightening discussion with Matt Schiffman and Tim Kresl of Broadridge Financial Solutions that will highlight key findings from the recent MMI Membership Survey conducted in partnership with Broadridge. The survey reveals key differences of opinion between asset and wealth managers across FA engagement, product opportunities, and business outlook. Learn why a deeper examination of these divergent views may prove to be the difference to your firm's future success.
  
Duration: 
60 minutes (including time allocated for Q&A)
 
This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.

Featured Speakers

Matt Schiffman

Principal, Distribution Insight, Broadridge Financial Solutions

Tim Kresl

Principal, Distribution Insight, Broadridge Financial Solutions

Contact

Questions? Contact MMI at 646.868.8500 or events@mminst.org