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Distributors' Summit 2012
June 6-8
Fallsview Casino Resort, Niagara Falls

Overview

Our 2012 Distributors' Summit examines ways the Distributor community can leverage its ongoing support of the advice channel to enhance advisor productivity and increase cross-selling; looks at what risks and paradigm shifts they'll need to respond to; and talk about way they can be proactive with regulators.

Session topics planned for 2012 include:

  • What advisor recruits from the various collegiate programs bring to the table, and what they still need to learn;
  • How to converge corporate cultures following mergers and consolidations;
  • Ways large U.S. Distributorships create and manage scale;
  • How to value a Distribution or advisory during the succession process; and
  • Technology solutions that work for both MGAs and Dealers.

Contact us:

Donna Kerry
Publisher, donna.kerry@advisor.rogers.com

Philip Porado
Executive Editor, philip.porado@advisor.rogers.com

"It is time for MGAs to create a new value-added approach to competing in the marketplace," said Jim Burton, chairman and CEO of PPI Financial Group. "The marketplace has reached the end of the commoditization cycle."
"The industry is in better shape today than it was ten years ago," says George Aguiar, president and CEO of GP Wealth Management in Toronto. "And my guess [is] ten years from now we'll be better than where we are today."