Name
W4A. Evolving State of Advisor Relations
Description
Advisor Relations is no longer just about improving deal invitations and win rates. The function is becoming more strategic, more collaborative and more directly tied to pipeline, positioning and revenue impact. This session will share ISG’s latest research on the evolving state of Advisor Relations, including changes in team structure, investment, reporting lines, talent and advisor collaboration. It is relevant not only for Advisor Relations professionals, but also for the business, sales, marketing, alliance and strategy leaders who work with these teams and depend on them to strengthen market influence and commercial outcomes.
Date
Tuesday, September 22, 2026
Time
1:30 PM - 1:55 PM
Location Name
Lonestar Ballroom