Oct 9th | 8:00 AM - 9:00 AM

Podcast | Partner Perspective: Team Data – Enhancing Distribution Strategies

IMEA Partner SalesFocus Solutions shares highlights of their how their Team Data can help your firm identify and target the right individual within an advisor team and more.

PRESENTERS

David Halligan

Director, Sales and Account Management

SalesFocus Solutions

Jill Santandreu

Director of Professional Services

SalesFocus Solutions

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Name: Podcast | Partner Perspective: Team Data – Enhancing Distribution Strategies
Start: 2023-10-09T08:00:00-04:00
End: 2023-10-09T09:00:00-04:00

For more than 50 years, the Investment Management Education Alliance (IMEA) has provided a platform for industry professionals to connect, exchange ideas, and stay informed about the latest developments in investment management. With a commitment to excellence and member-driven initiatives, IMEA continues to be a trusted resource and advocate for its diverse membership base.