Webinar Archive

Jun
30
2020
2020 MMI NetMeeting - Key Trends in Wholesaling: The Current and Future Landscape

Replay | MMI NetMeeting

For nearly 10 years, Sequoia has partnered with Cerulli Associates to survey asset manager distribution professionals regarding opportunities, challenges, and best practices as they engage with financial advisors. 


Jun
25
2020
MMI NetMeeting - Managing Stress for Success: Strategies to Help You Better Prepare for and Respond to Stress

Replay | MMI NetMeeting

Given the unprecedented COVID-19 crisis and the overwhelming amount of pressure that business professionals may normally feel, it’s easy to imagine that stress in our lives can lead to disengagement from work, clients or families, burnout or depression.


Jun
24
2020
2020 MMI NetMeeting - Transitioning to the New Normal: Back-to-the-Office Plans and the Emerging Cultural Divide

Replay | MMI NetMeeting

Over the past three months – a time of tremendous uncertainty and market volatility – asset and wealth management firms have been forced to redeploy their workforces and while continuing to serve clients. While firms have been tested and shown resilience, challenges clearly lie ahead as offices begin to reopen and the latest version of the “new normal” is defined.


May
28
2020
MMI NetMeeting - Adapting in Adversity: Client and Business Engagement Strategies During COVID-19

Replay | MMI NetMeeting

In these unprecedented times, asset and wealth management firms have been forced to redeploy their workforces and adopt new technology and processes while also managing and communicating with their clients during a period of extreme market volatility. 

This MMI member-only NetMeeting looks at how firms are adapting to the sudden shift in conditions, which types of firms are doing well, and which have struggled to make the transition. 


May
19
2020
MMI NetMeeting - Advisory Solutions: Expectations and Experiences

Replay | 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.   


May
6
2020
MMI NetMeeting - The Prominent Role Annuities are Playing in Turbulent Markets and Household Solutions

Replay | MMI NetMeeting

In times of turmoil, investors pursue a flight to safety, seeking comfort by managing risk and, given market volatility, they also need to address taxes. Innovative annuity products combined with advanced technology can offer investors a better chance to preserve their nest eggs and be in a stronger position when things return to what will be the next new normal. 


Dec
13
2019
MMI NetMeeting - The Boundaries of Financial Advice: When Clients Need More Risk to Reach Their Goals

Replay | MMI NetMeeting

The growing demand for financial planning and formalized advice has given rise to a debate within the financial planning community: whether to take an “authoritative” approach to investing to achieve a client’s goals regardless of the level of risk, or adopt an “accommodative” approach that’s in line with the client’s stated risk tolerance, but that won’t be sufficient to achieve his or her goals.


Nov
7
2019
MMI NetMeeting - Changing the Conversation With Your Clients: Transitioning to Objectives-based Investing

Replay | MMI NetMeeting

Based on the tenets of objectives-based investing, sound portfolio construction begins with aligning clients’ assets to their goals. To deliver successful outcomes, advisors and investors have to consider a broader array of risks and objectives than just tracking a benchmark.