Your 2027 Retail Distribution Budget: Where to Invest, What to Rethink, and How to Maximize ROI

Sponsor: Sponsor Growth Solutions

Event Name: Your 2027 Retail Distribution Budget: Where to Invest, What to Rethink, and How to Maximize ROI

Host: Heidi Wheatley

Date: December 9th, 2026

Time of Event: 4:00 PM (EST)

Event Type: Virtual

Description of Event:

Your 2027 Retail Distribution Budget: Where to Invest, What to Rethink, and How to Maximize ROI

A successful retail distribution strategy requires more than a budget. It requires thoughtful decisions about where to invest, what to prioritize, and how to evaluate results.

As sponsors plan for 2027, how should they allocate resources across distribution, marketing, conferences, due diligence, and advisor engagement? Which investments are essential, which can wait, and where can better processes and execution improve returns without increasing spending?

Join Retail Readiness™ for a practical discussion with distribution professionals and an industry events expert as we explore how sponsors can build more strategic budgets, avoid common spending mistakes, and maximize the impact of their retail investments.

Whether you’re entering the channel or refining an established strategy, this conversation will help you approach 2027 with clearer priorities and more informed spending decisions.

Panelists:

Kara Howard, Advisor Engagement Partners

Erica Blue, Blue Capital Solutions

Joanna Venetch, Hana Solutions

Event Webpage/Registration info: Click here for more info and to register!