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Event Date Thu Jan 27 EST (4 months ago)
Location Webinar
Region All

Complimentary admission | Open to members and non-members | Press allowed

Join us for an MMI Webinar, featuring Randy Bullard, Global Head of Wealth at Charles River Development, and Darren Tedesco, President of Advisor360o, for a timely discussion of the value of partnerships in navigating the integrated wealth ecosystem.

Randy and Darren 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


2022 Speakers

Randy Bullard
Global Head of Wealth, Charles River Development

Darren Tedesco
President, Advisor360o