Name
C3: Sourcing Business Insights: Annual State of the Advisor Relations Function
Date & Time
Monday, September 11, 2023, 5:30 PM - 6:00 PM
Paul Reynolds
Description

Get a firsthand look into the results of the annual 2023 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
Location Name
Longhorn
Full Address
Westin Stonebriar Hotel & Golf Club
1549 Legacy Dr
Frisco, TX 75034
United States
Session Type
ISG Insights