by Dan Sondhelm2008 continues to be a challenging and volatile year for many fund companies. In times of uncertainty, budgets get squeezed as pressure mounts on sales results.
As a service to NICSA members, we invite you to take part in a FREE WEBINAR SERIES presented by the Distribution Committee. This Webinar will be crammed with expert advice on the "Must Dos" to keep advisors loyal and uncover new opportunities right now.
Join us for part one of a four-part series on August 20, 2008 from 2-3pm ET sponosred by SunStar.
- Moderator -- Dan Sondhelm, Partner and Vice President, SunStar
- T. Neil Bathon, Managing Director, PMR Associates LLC
- Lisa A. Cohen, CEO and Principal, Momentum Partners, LLC
Take stock of where you are and realistically assess your current position in the market in terms of products, channels, platforms, and specific customers. Where are your best opportunities for new business? What methods of retention are successful?
Our web panelists present ideas and trends to be aware of when taking stock, the first “must do” to successfully strategize in today’s market.
Click here to register!
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