WTC

Series 2.0: Impactful Conversation Strategies for Advisors and Their Clients

• What are examples of advisor service models used by top wholesalers?
• Where can wholesalers access strategies to facilitate high-impact advisor conversations?
• When should wholesaling teams use technology to drive sales virtually?
• How can sales team increase advisor engagement and ROI at conferences?

Financial advisors want sales teams who bring valuable business concepts to help them engage their clients. The eight webinars provide research, strategies and talking points for high-impact advisor engagement virtually, at meetings, on calls, and at conferences. All wholesalers, even the most successful, are looking for a competitive edge and these webinars provide access to valuable strategies and top wholesalers. 

1. Portfolio Construction: The Advisor View – Patrick Newcomb, Director of FUSE BenchMark Research.
2. Active and Passive Management - The Need for Both – Todd LaFountaine, Consulting Director, Portfolio Consulting Group at Russell Investments shares research and wholesaler talking points.
3. Understanding the Life of a Business Owner – Tom Wilson, Managing Director, Wealth Advisory, Brinker Capital shares important research wholesalers can use to help advisors communicate with business owners.   
4. Success Tips from Top Women Wholesalers – Panel led by Cheryl Nash, President Fiserv Investment Services.
5. The Keys to a Winning Advisor Service Model – Panel led by John Moninger, Managing Director Retail Sales, Eaton Vance.
6. Driving Sales Virtually – Jeff Lovanio, Intermediary Sales Development Manager, Voya shares successful digital marketing, social media and virtual meeting solutions.
7. Maximize Attending Conferences – Industry leaders share advisor engagement and ROI strategies.
8. The Power of the Right Words – Invesco Consulting provides research and phrases for advisors and clients.

MMI gratefully acknowledges the support of our Wholesaler Training Curriculum Sponsors: