MMI Webinar: The Integrated Wealth Ecosystem 2022 | ON24 | 14 February 2022 | Webinar
Venue
Webinar
Webinar
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| Event Date |
Tue Feb 15 UTC (almost 3 years ago)
In your timezone (EST): Mon Feb 14 7:00pm - Mon Feb 14 7:00pm |
| Region | All |
Details
Speakers will discuss how their firms intentionally partner and continuously develop their partner networks to create greater value for clients. They will also review their approaches to partnerships, success stories, some of the enabling technologies and platforms they leverage to expand their partner ecosystems, and how they see their partnership models evolving in the future.
By attending, you’ll learn:
• Trends that can transform the technology landscape in 2022
• Recommendations to help you optimize your ecosystem
• Tips when building an integrated stack
Speakers
2022 Speakers
Tim Williams
EVP, Director, Education Initiatives, Money Management Institute
Randy Bullard
Global Head of Wealth, Charles River Development
Darren Tedesco
President, Advisor360°