IMEA’s Marketing Council Roundtable is set for this live, interactive discussion of current advisor relationships. Presentations will offer perspective, but interaction is encouraged, and participants may submit topics and raise questions throughout.

With the prospect of another year of engaging virtually with advisors, asset managers are looking for new and better ways to maintain strong relationships and to forge new ones. The Marketing Council Roundtable will examine advisor relationships and share experiences and impacts from 2020.

During this live, interactive Zoom event, members of the MFS marketing and distribution teams will share how MFS engaged virtually with existing producers and built new advisor relationships, while building strong collaborative efforts between marketing and sales.

As part of the discussions, industry consultant ISS will report research findings on advisor needs and reactions to increased virtual engagement in 2020.

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MODERATOR

Frank Wheeler
Global Head of Distribution
Matthews Asia

 
 
PRESENTERS

Jessica Rogerson
Assistant Vice President, Senior Marketing Manager
MFS

 

Jason Grimes
Director
MFS

 

This live, interactive event brings together sales and distribution executives for a candid discussion of wholesaler models and their role in post-Covid sales coverage.

Lee Kowarski of SS&C Technologies will moderate, joined by sales leaders from American Century, Franklin Templeton and John Hancock representing various wholesaler models who will share their experiences. Discussions will explore the impact of Covid on historical, hybrid, and virtual wholesaler models. Participants are encouraged to participate and submit topics and raise questions throughout.

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MODERATOR

Lee Kowarski
Vice President,
Head of Data Science and Distribution Solutions
SS&C Technologies

 
 
DISCUSSION LEADERS

Katie L. McKay
Head of Sales Enablement and Distribution Strategy
John Hancock

 

Ronice Barlow, RMA®, MBA
Senior Vice President,
Co-Head U.S. Retails Sales
Franklin Templeton

 

Mike Galkoski
Vice President and Manager
Territory Sales, Southeast Division
American Century