Open to business leaders and senior executives and restricted to MMI members | Press allowed
Kimberly Beck, Senior Vice President, Head of Wealth Marketing, Envestnet
Brendan Clark, Chief Executive Officer, Clark Capital Management Group
The Summit program focuses squarely on moving forward in an environment of accelerated change. With an exciting mix of keynote presentations, expert panels, and small group discussions, we tackled topics that are top-of-mind with leaders across the industry:
- fostering an innovative and agile organization capable of disrupting itself,
- the changed investor landscape, money in motion, and what it all means,
- rethinking client acquisition in a post-pandemic world,
- what it will take to transform the wealth management client experience,
- overcoming the challenges of advisor tech adoption, and more!
Note: The MMI Summit is a leadership conference built for senior-level executives and restricted to MMI member firms.
Questions: Contact MMI at firstname.lastname@example.org or (646) 868-8500.