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MMI Webinar: Redefining Success on the Back Nine – Navigating Your Next Chapter in Asset & Wealth Management

February 25, 2025

3:00 PM ET

CE Credits
Register

Complimentary admission

Open to non-members

Press prohibited

The Investments & Wealth Institute® has accepted the MMI Webinar: Redefining Success on the Back Nine – Navigating Your Next Chapter in Asset & Wealth Management for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®. Email cecredits@mminst.org to obtain the program code.

Overview

As seasoned asset and wealth management executives, you’ve spent years building a successful career – but what comes next on the back nine? Whether you’re facing job market uncertainty, seeking greater fulfillment, or exploring new professional paths, this webinar will provide practical insights to help you redefine success on your terms.

Join this MMI Webinar for an engaging conversation with Kim Mustin, Brett Wright, and executive coach Steven Miyao as they share strategies for navigating career transitions confidently and purposefully.

Key Takeaways:

  • Harnessing your experience and network to stay relevant and impactful in an evolving industry.
  • Transforming career plateaus into opportunities for reflection, reinvention, and renewed success.
  • Achieving a balance between leadership excellence and personal fulfillment.
  • Exploring new career possibilities – whether pivoting within the industry, launching an entrepreneurial venture, or stepping into advisory roles.

This session will provide reflective questions and actionable strategies to help you take control of your career journey and define success on your terms. 

Introduction

Arlen_2023_Summit

Arlen Oransky

Executive Vice President
Chief Membership Officer
MMI

Moderator

Steven Miyao Headshot

Steven Miyao

Executive Coach
Coaching Metta

Panelists

Kim Mustin Headshot

Kim Mustin

Senior Managing Director
Co-Head, New York/Tri-State Region
Bernstein Private Wealth Management

Brett Wright Headshot

Brett Wright

Chief Revenue Officer
Tortoise Capital

Contact