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Event Date | Fri Sep 17 EDT - Fri Sep 24 EDT (about 3 years ago) |
Location |
TBA
In-person |
Region | Americas |
This is a powerful two-day virtual program that will bring together distribution professionals to unpack how the advisory sales landscape has changed and share best practices for engaging with advisors and clients in the “new normal.”
Key Discussion Topics:
• Wholesaling in a post-pandemic world – what it takes to be perpetually relevant
• Advisory product trends – the latest developments and their implications
• Marketing your wholesaler practice – tools and resources to stand out from the crowd
• The changing advisor landscape – key trends and what they mean for your business
• Making efficient use of data – maximizing data analytics and business intelligence
• To partner or not to partner – best practices and strategies to make partnerships work
• The future of sales – preparing you and your firm for the changes to come
Who Should Attend?
• Heads of Distribution
• Sales Managers
• External Wholesalers
• Internals, Hybrids
• Marketing
• Business Intelligence professionals
• And anyone who is part of the distribution ecosystem
Charged admission:
• Open to members
• Non-members
• Press allowed
2021 Speakers
Arlen Oransky
Senior Vice President, Chief Membership Officer, MMI
CO-CHAIRS:
Heather Gardner
Financial Institutions National Accounts, William Blair Investment Management
John Moninger
Managing Director, Retail Sales, Eaton Vance Distributors
MODERATORS:
Brendan Finn
Head, Business Development, Altegris
Pat Feigley
Head, U.S. GWM Sales, PIMCO
Ryan Dahm
Vice President, Business Development, Lockwood
Mark Spina
President, Chief Operating Officer, FLX Distribution
PANELISTS:
Nick Corsanico
Director, RIA & Platform Sales, Hilton Capital Management, LLC
David DeVoe
Founder, CEO, DeVoe & Company
Tim Oden
Managing Director, Advisor Services Business Development & New Client Acquisition, Charles Schwab
2021 Sponsors
PLATINUM PARTNER:
• BNY Mellon
COBALT PARTNERS:
• Broadridge
• Vestmark