Are They Buying What You’re Selling?

Join the team at Fidelity as we break down this age-old sales question. Patrick Duffy, Head of Core Market Sales, will moderate a discussion where research meets reality. We’ll explore if your philosophy, your compensation model, and your go-to-market strategy are helping you win new clients and deliver successful plan outcomes. In this interactive presentation, we’ll get your real-time feedback and share tools that can help you stay ahead of the competition in 2026. You won’t want to miss it.

Sponsored by Fidelity Investments