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

Frank Wheeler
Global Head of Distribution
Matthews Asia

 
 
PRESENTERS

Jessica Rogerson
Assistant Vice President, Senior Marketing Manager
MFS

 

Jason Grimes
Director
MFS

 

Hari Krishnaswami
Vice President, Advisor Solutions
ISS Market Intelligence