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

On-Demand Webcast


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?

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Session Partners

Refinitiv Radius-Financial-Education-logo-compressor CIFP-compressor FMFD_logo RNC-Logo_Silver_thin-300x57
 

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

 

What You'll Learn In This Webcast:

56

Pre-pandemic outlook


How advisor expectations of fund wholesalers have changed over the past few years and how wholesalers have adapted.

24

Challenges


COVID-related wholesaling best practices during a pandemic.

26

Beyond disruption


Will the current adaptations to the role fundamentally change wholesaling forever?

Don't miss out!

Join Equisoft and Refinitiv experts as they discuss the roadmap for the future of the wholesaler role.

 

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