Welcome to the MMI Wholesaler Training Curriculum
Helping Wholesalers Gain a Competitive Edge and Take Their Business to the Next Level
WTC Series 1
This series of courses provides actionable steps and best practices for client management, time management and brand management all in an effort to better leverage your skill-set and make you more effective.
7.0 hours of IMCA CIMA® and CPWA® CE credits: Earned upon completion of WTC Series 1 (must complete all webinars in the series to earn CE credit).
The 19 Core Course webinars are grouped into three sections and each includes a handout to help capture key takeaways:
- Foundations
The Wholesaler Foundations section provides current research and education designed to help wholesalers better understand the advisor's needs and add value as a business partner. The webinars include what Barron's Top Advisors need from wholesalers, how advisors select wholesalers as their business partners, important wealth management and robo-advisor trends, and strategies to keep up your energy.
- Territory
The Territory Management and Segmentation Using Analytic Tools and Technology section provides strategies to streamline the sales process. This includes criteria for selecting target advisors, using analytic tools for segmentation, preparing for every meeting or call, delivering high-impact service, and a partnership plan.
- Technology
The Maximize Technology, Social Media and Tablet Presentations section features strategies to connect with advisors through social media, ways to maximize your Tablet, information about different sales channels, and a value-add strategy to show advisors how to gain referrals using LinkedIn.
MMI gratefully acknowledges the support of our Wholesaler Training Curriculum Sponsors:
