Diverse Perspectives from Industry Experts
Our popular #WebinarWednesday series offers practically-focused programs on top-of-mind industry topics.
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- Contains 2 Component(s), Includes Credits Recorded On: 11/15/2023
Join the Delta Data and NQR team for a specialized webinar designed to equip you with essential insights for effectively managing risk throughout the intermediary oversight process.
- Contains 7 Component(s), Includes Credits
Component Credit Type State/Medical Type Available Credits Earned Credits Certificate credits N/A 1.00 0.00 CE Certificate (CIMA/CPWA) Medical CE 1.00 0.00
This session will look at the latest trends in financial wellness and solutions to engage investors of all ages, income levels and career paths.
- Contains 2 Component(s), Includes Credits Recorded On: 11/30/2022
To help organizations better understand the current industry contact center environment and emerging trends and best practices, this session will share high-level results from the 2022 NQR/Nicsa Contact Center research study.
- Contains 2 Component(s), Includes Credits Recorded On: 11/16/2022
Asset managers from both sides of the Atlantic are offered a timely view on global legislative timelines, including updates and action plans from regulatory experts.
- Contains 2 Component(s), Includes Credits Recorded On: 09/21/2022
Join Cogent Syndicated to hear the latest insight into trends in the advisor landscape. Asset managers and distributors are invited to learn how to strengthen engagement with advisors amid an unsettled economic and market environment. This webinar will identify current advisor concerns and strategies to offer support as advisors seek to reassure their clients of the benefits of investing over the long-term.
- Contains 2 Component(s), Includes Credits Recorded On: 09/07/2022
Interacting with advisors continues to evolve at a faster pace than ever. Broker teams, advisory groups, and the use of home office models have continued to distribute investment decisions across individuals at advisory firms. Advisors themselves are being bombarded by more communications than ever, and wholesalers need to find effective ways of engaging advisors. The panel will explore the growth of teams and models in the industry, the roles individuals take with advisory firms, the data needed to make and track sales, and how to have effective interactions with advisors.
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