April 2021
Event Details
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Event Details
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.
MODERATOR
PRESENTERS
27APR1:00 PM11:00 PMIN SESSION | POST-COVID SALES COVERAGE1:00 PM ET
Event Details
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Event Details
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.
MODERATOR
DISCUSSION LEADERS
May 2021
June 2021
