Trends on the Advisor Landscape


Wednesday, September 26, 2018


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2:00 pm - 3:00 pm ET


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PRESENTERS

Featured Speaker

 

 

Meredith Lloyd Rice 
Vice President, Cogent Reports, Market Strategies International                             

PRESENTATION


Trends On The Advisor Landscape from NICSA

OVERVIEW

Financial advisors are inundated with choices among asset managers, making it critical to capture advisors' attention and leave a lasting impression. This webinar will provide insightful guidance for asset managers to strengthen their advisor partnerships.  Cogent will share its perspective on the latest advisor trends and preferences, and how successful outreach strategies vary by advisor type.
 
Participants will gain insight on a wide range of business issues, including:
  - The growing influence of RIAs and firms attracting RIA interest
  - Changes in product use and distribution models
  - The optimal mix of marketing touches  
  - Opportunities for asset managers
 

CPE Information

There is no CPE credit offered for attendance to this webinar.


Cancellations and Refunds


Due to this program being offered free of charge, there will be no refunds issued.


Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

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