How wholesaler access and share of voice inform sales strategy, management, and results Over the past few years, there has been a growing interest from across the Asset Management industry to better understand how effective and efficient sales personnel are, especially in relation to their peers at other like firms. Learn about a growing consortium […]
One of the areas that we are focusing on with our Forums is to deepen the breakout sessions with more case, situation and outcome focus so that attendees can apply more of what they learn. In Atlanta, each of the Breakout Periods will feature a working session focused on solutioning. If you have any use […]
National Sales In-person event in NYC for Heads of National Sales Teams (Limited to one attendee from each participating firm) Wednesday, January 18, 2023 8:00 a.m. – 12:00 p.m. Eastern Keynote presentation by Matt Fronczke, Director of Research & Consulting, SS&C Roundtable discussion moderated by Lee Kowarski, VP, Head of Distribution Solutions, SS&C […]
Wealth Management Trends Virtual panel: “The Implications of the Evolving Wealth Management Landscape for Asset Managers” (Unlimited attendance from participation firms) Tuesday, February 28, 2023 1:00 – 2:00 p.m. Eastern Moderator: Lee Kowarski, VP, Head of Distribution Solutions, SS&C Panelists: TBD – previous years’ panelists have represented Bank of America Merrill, Commonwealth Financial Network, […]
Remote & Virtual Sales Virtual keynote: "Alignment of Asset Management Sales Resources" (Unlimited attendance from participating firms) Wednesday, March 15, 2023 1:00 – 1:45 p.m. Eastern Presented by Matt Fronczke, Director of Research & Consulting, SS&C For more information, contact Lee Kaworski
Virtual roundtable Discussion for Heads of Remote & Virtual Sales Teams (Limited to one attendee from each participating firm) Wednesday, March 15, 2023 2:00 – 4:00 p.m. Eastern Moderated by Lee Kowarski, VP, Head of Distribution Solutions, SS&C For more information, email Lee Kaworski
Continuing our work with SFDC from our working sessions in Atlanta this past fall, we will be holding an interactive update, Q&A, demo and feedback session for the SME Forum members currently using and interested in the SFDC Mobile solution. In the breakout session this fall, there was a wide gap of familiarity with the […]
Product & Platform Trends Virtual panel: “Investment Platform Developments & Model Portfolios” (Unlimited attendance from participation firms) Tuesday, April 4, 2023 1:00 – 2:00 p.m. Eastern Moderator: Lee Kowarski, VP, Head of Distribution Solutions, SS&C Panelists: TBD – previous years’ panelists have represented AssetMark, Bank of America Merrill, Edward Jones, Envestnet, Morgan Stanley, Russell, […]
Wholesaler distribution has undergone a tumultuous 3 years, subjected to (1) a ~40% loss of advisor mindshare in 2020 made more difficult with an inability to meet in person, then (2) a struggle to engage with them in 2021 with ~35% unreached, and finally (3) a ~75% rise of in-person engagement, but at the expense […]
Registration now open through April 14- McCormick Ranch room block is available until March 27 This forum will be the last of the three part series we launched last year focusing on the inter-connectedness of the Distribution and Marketing organizations at asset management firms. The closing theme for this topic in Scottsdale will […]
In a sales environment that is increasingly competitive for meaningful in-person engagement, marketers and their distribution partners continue to struggle with their participation at industry events. Most asset managers can’t even tell which events all their sales and marketing organizations have participated in. To be fair, the issues are multi-tiered and complex: What are all […]
Many of our SME Forum members have been reaching out to learn more about Tifin with their AI and machine learning solutions that are helping Asset Managers to position their products much more efficiently and effectively in front of the right advisors. Now this is no magic bullet, but Tifin has been working in this space for […]