Name
From Design to Distribution: Understanding Product Complexity Across the Sales Life Cycle
Date & Time
Tuesday, February 3, 2026, 1:45 PM - 2:45 PM
Speakers
Matthew Watts, Senior Vice President, Raymond James
Daniel Ortega, Chief Compliance Officer, B. Riley Wealth
Tim Ryder, Senior Vice President, Wealth Solutions, First Command Financial Services, Inc.
Matthew Watts Daniel Ortega Tim Ryder
Description

In today’s evolving product landscape, complexity is more than a buzzword—it’s a challenge that spans the entire sales lifecycle. Explore how to define complex products, distinguish them from alternatives and equip your firm, advisors and clients with what they need to know to make informed decisions. Learn how to right-size your due diligence, establish a scalable review process and align product selection with account types to ensure suitability and transparency.

Location Name
Coral 4
Full Address
Sheraton San Diego Resort
1380 Harbor Island Dr
San Diego, CA 92101
United States
ORDER
5P