A Virtual Experience
Eric Koestner, Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors
Money Management Institute is committed to deliver insightful and actionable content and help members stay connected as we navigate these unprecedented times. Understandably, we had to cancel the MMI Summit 2020 in-person conference in Orlando.
About the Virtual Experience
MMI is excited to announce MMI Summit 2020: A Virtual Experience! Starting in April and lasting through May, we’ll be delivering to you all the great sessions and speakers that we had lined up for Summit 2020 in a series of short virtual events.
We will still have an outstanding speaker lineup focusing on the most important industry developments and how they impact growth strategy, leadership management and execution, and bottom-line results, but now through a completely virtual experience.
The 2020 Program
Expectations are higher than ever in the advice business – on all fronts. What once was considered “wow” factor is now table stakes. Firm budgets will be challenged. How can wealth managers, asset managers, and solutions providers deliver an outstanding – and differentiated – client experience as needs and preferences evolve rapidly?
MMI’s virtual sessions will examine The Value-Add Imperative from all sides, sharing expert insights, diverse perspectives, and new approaches to enhance the value proposition of every stage and experience – and all participants – in the advice delivery chain.
For more information on MMI Summit 2020, contact us at (646) 868-8500 or firstname.lastname@example.org.