Pandemic Disruption Beyond A New Vision For The Fund Wholesaler Role

Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role

Webinar

Pandemic Disruption Beyond A New Vision For The Fund Wholesaler Role
71306EFE-1141-4B9F-9807-F23D12621125

Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role. Join Equisoft and Refinitiv experts as they discuss the roadmap for the future of the wholesaler role.

Join Us As We Discuss The Following:

  • Recent changes in advisor expectations and how wholesalers have adapted
  • New best practices for fund wholesalers during a pandemic
  • Will tactical adjustments made today change wholesaling forever?

Our Speakers:

  • Dan Ciavarella, Head of Sales, Wealth, Americas, Refinitiv
  • Jonathan Georges, Vice President, Wealth Management Solutions, Equisoft
  • Brian Elliott, Senior Vice President, Director of Institutional Division, RNC Genter Capital Management

Related Webinars

Wholesaler Productivity

Getting Past Uncertainty: How Distributors & Broker-Dealers Can Thrive In The New World

Yesterday's wish list for digital transformation has become today's set of requirements. Join Equisoft and Celent to learn how distributors and broker/dealers can position themselves today to take advantage of the reopening and resurgent growth that will come.
Watch Webinar

eApplications & eSignatures

The Digital Future Of Distribution – P.S. It's Happening Now

Transformation timelines are getting pushed up. Join our round table discussion with top North American executives from NAILBA, CAILBA and CLIEDIS to find out how distributors are moving past crisis mode to create a road map through unprecedented change.
Watch Webinar
Hero Analyze Wholesaler Three Biggest Mutual Fund Wholesaler Challenges 1920x800 1

Wholesaler Productivity

3 Ways Technology Can Optimize the Wholesaler Role

We look at 3 ways technology can help optimize the life of wholesalers.
Read Article