This year’s theme, The Change Imperative: Agility and Innovation in an Evolving Landscape, underscores the rapid pace of change in today’s investment advisory and wealth management arenas. None of the topics will surprise you – they are the issues that distribution and marketing executives deal with every day. So what’s different? The urgent imperative to re-engineer the client and advisor experience with advisory accounts or risk being left behind by nimbler, more forward-looking competitors.
Taking an outside-in approach, our program will share expert insights, different perspectives, and new approaches and strategies. We’ll emphasize shorter, more interactive sessions and debut a series of rapid-fire sessions highlighting new technology solutions to common business challenges.
The most exclusive event on MMI’s conference calendar, the Summit annually brings together the investment advisory solutions industry’s most senior sales and marketing leaders for two days of networking and closed-door sessions focused on common challenges and opportunities. Attendees are generally Heads of Distribution, National Sales Managers, Product/Platform Executives, and CMOs.
To preserve the intimate feel of the Summit, each member firm is permitted to send up to three attendees this year. As a rule, attendees should be EVPs, SVPs, Managing Directors, and business unit leaders.
For more information on the Summit, contact MMI at (646) 868-8500 or firstname.lastname@example.org