-Unlocking Success- Intermediary Distribution Leaders Summit

You have been hand selected. We are thrilled to extend an exclusive invitation to an unparalleled event designed specifically for the elite cohort of Intermediary Distribution Leaders. Welcome to "Unlocking Success: The Exclusive Intermediary Distribution Leaders Summit," an immersive one-day experience meticulously crafted to empower, inspire, and equip you with the strategies and insights needed to conquer the evolving landscape of sales leadership.

SCHEDULE

Day 1: October 21st, 2024 (5:00p.m.-8:30p.m.)

Dinner at Queensyard in Hudson Yards 

Day 2: October 22nd, 2024  (8:00a.m.-3:00p.m.) at Blackrock- 50 Hudson Yards

·"Execution Strategies in a World of Data & Increased Accountability" Explore strategies for leveraging data, aligning compensation to behaviors, and optimizing channelization for growth and success.

·”Missed Opportunities with Platform Relationships” Dive deep into strategies for leveraging platform relationships to drive sales success. Explore best practices for national account plans and hear from research teams their perspective on what they really want from asset managers.

·”The Fall of Internal Wholesalers Post Pandemic" Delve into the challenges facing internal wholesalers post-pandemic, and explore successful execution strategies, training resources, and motivational considerations. Are hybrids a good option?

·”The Aggregator Take-Over” Dive into the Aggregator Market's convergence of Retirement to Wealth and Wealth to Retirement, with expert insights from industry leaders. Uncovering future projections and tailored coverage strategies for effective engagement."

• Cost of event includes location for both days and food/beverages.