D3: The Evolving State of Advisor Relations
Date & Time
Tuesday, October 5, 2021, 3:01 PM - 3:30 PM
Paul Reynolds

Get a firsthand look into the results of the annual 2017 ISG Advisor Relations Benchmark, which provides insights into the evolving trends on how service providers fund and allocate their Advisor Relations budgets and how teams are changing in each region to engage with third party advisors. This session will give you the information you need to support your annual Advisor Relations strategic plan for next year.

Attendees will learn:

 1.   Changing nature of Advisor Relations teams

2.    Latest dynamics of the Advisor Relations function

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