Venue
TBA
TBA, In-person

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Fri Sep 17 EDT - Fri Sep 24 EDT (4 days ago)
Location TBA
In-person
Region Americas
Details

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

Speakers

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

Sponsors & Partners

2021 Sponsors

PLATINUM PARTNER:
• BNY Mellon

COBALT PARTNERS:
• Broadridge
• Vestmark