Live sessions and recordings on the economics of advisor-led revenue — in banking, insurance and advisory-driven B2B.
Why 70% of customers want an advisor, why most institutions can't say what one appointment is worth — and the model that fixes it.
Patrick Kohler, Franck Kempfer
Agentic lead qualification, follow-up and advisor preparation — real deployments, no slideware. Limited to 25 participants.
Michael Breiter, Yathur Nathan
Where insurance distribution is heading when customers switch channels mid-decision — and what that asks of the advisor model.
Maik Fettig, Dr. Peter Höschler