The New Paradigm for Distribution Success

MMI Virtual Event Series for Distribution Professionals

The COVID-19 pandemic has upended traditional financial services distribution models that rely on face-to-face meetings with advisors. The implications for distribution teams are profound and will likely last long after the current crisis is over.

This special virtual series will address the issues most important to distribution teams today – from staying connected to each other and their clients to collaboration, new technologies, and leveraging data. You will hear insights from industry leaders and experts on the longer-term impact of the pandemic on distribution practices and planning for future success.

Additional Information




Special thanks to our Sponsors whose support
is instrumental in bringing you this series.


A special thank you to Maureen Wilke of Wilke and Associates
for her contributions to the development of this virtual series.


CE Credit

Investments & Wealth Institute® has accepted the first four sessions of The New Paradigm for Distribution Success for 1.0 hour each of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you are aware of, or are involved in, an incident at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee Registration: or (646) 868-8500

Speaker Registration:
Zelle Richardson or (646) 868-8510