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Wholesaler Training Curriculum Series 2

Topics: WTC Series 2

Contains: 9 courses

Included in: 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:

FormatCourse IDCourse TitleReleasedExpiresCreditsPrice 
Showing 1 - 9 of 9 Results
Items per page:
WTC-204 Understanding the Life of a Business Owner  
0.40 CIMA
0.40 CPWA
WTC-206 Keys to a Winning Advisor Service Model  
0.30 CIMA
0.30 CPWA
WTC-208 Maximize Attending Conferences  
0.30 CIMA
0.30 CPWA
WTC-209 The Power of the Right Words  
0.30 CIMA
0.30 CPWA
WTC_ 205 Success Tips From Top Women Wholesalers  
0.30 CIMA
0.30 CPWA
WTC_201 Welcome to the MMI Wholesaler Training Center  
0.40 CIMA
0.40 CPWA
WTC_202 Portfolio Construction: The Advisor View  
0.30 CIMA
0.30 CPWA
WTC_203 Active and Passive Management - The Best of Both Worlds  
0.30 CIMA
0.30 CPWA
WTC_207 Driving Sales Virtually  
0.40 CIMA
0.40 CPWA

  • eLearning eLearning
  • Streaming Streaming
  • Webinar Webinar
  • Seminar Seminar
  • Media Media
  • Mobile Compatible Mobile Compatible
  • New Course New Course

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