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