Wholesaler Training Curriculum Series 1

Territory: Building Your Value Proposition

Developing a Personal Value Proposition that lets management and financial advisors know why they should work with you is key to the sales process. While advisors, of course, need to know about your products, they say that what is really important to them is a relationship with a strong wholesaling team that brings a high level of service and business value to their practices. In this session, you will learn how to develop the key points of your personal value proposition and the best ways to communicate it to clients and prospects.

Content Partner:
The Money Management Institute (MMI) and Wilke Associates work closely with providers and organizations to develop compelling and relevant courses for the wholesaler community. We do this by bringing together subject matter experts who share their informative and practical experiences. This content is one point of view and is not meant to be exclusive of other best practices nor is it applicable in all circumstances. This material is not intended to supersede or contradict the policies and procedures of any firm. The user should always consider the resources, business practices, and compliance guidance of his or her firm as well as the applicable policies and procedures (including those related to compliance and social media) of any Financial Professional, before sharing this information.

MMI is the leading industry association and voice for the financial services organizations that provide financial advice and professionally-managed investment advisory solutions to individual and institutional investors. Wilke and Associates, Inc. has delivered training to over 40 distribution firms, developed online learning centers for MMI member firms, and led MMI's classroom education program with over 700 industry professionals trained since 2009.

Resources: Handout - Building Your Value Proposition.pdf
                   Template - Building Your Value Proposition.pdf


Frank Coates, CEO, Wheelhouse Analytics 

Ed Wallace, Relational Capital Management 

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