MMI NetMeeting - Advisory Solutions: Expectations and Experiences

May 19, 2020 | MMI NetMeeting

Surprising gaps between client expectations and firm delivery continue to challenge the wealth management industry and inhibit client value. New research from MMI and Aon debunks persistent myths about client attitudes and delves into these gaps, which are being amplified by the COVID-19 crisis.   

Join us on Tuesday, May 19 at 1:00 PM ET for an MMI member-only NetMeeting that will provide an overview of the new MMI-Aon Advisory Solutions: Expectations and Experiences research and explore the biggest opportunities and disconnects in advisory solutions delivery. The session will examine both investor and advisor views of the value of investment advice and how it is delivered. Key discussion topics include:

  • Personal values – why they are essential to client-centric relationships,
  • Planning experiences – what makes them valuable and memorable, and
  • Digital readiness in the time of COVID – client expectations and how they will evolve.

Please share this invitation with any colleagues who would be interested in attending.

Introduction:
Joan Lensing,
SVP, Chief Programming Officer, MMI

Presenters:
Peter Keuls,
Global Head of Wealth Management, Aon
David Lo, Head of US Client Insight, Aon

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

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

We hope you can join us on May 19 for this extremely timely MMI NetMeeting. 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.