Invitation to apply:
We're assembling an exclusive online panel of financial advisors and fund managers to be a part of defining the ideal resource for asset management. The opportunity is for you to collaborate at your convenience in this online panel, as you share and learn from others about what you and they value in their business and why. In addition to this knowledge networking experience, you will gain recognition from your peers in the form of points and cash rewards.
Examples of interactive tools in the market today include JP Morgan’s Guide to Markets, Goldman Sachs’ podcast series Exchanges, and Blackrock’s suite. In this discussion we aim to collect the most valued aspects from across these and other resources to define the ideal online content and tools to aid financial advisors better connect with their clients.
What you can expect:
Your application here will be reviewed by the sponsor in less than 24 hours. Once approved, you will be added to the discussion where your ideas will be shared with the other panelists and you will be able to discuss and vote on one another's ideas.
peopleSeeking Expert Participation
- Financial Advisors
- Investment Advisors
- Money Managers
- Retirement Planners
- Independent Firms
- Wirehouse Advisors