Wholesaler Training Curriculum Series 1

Technology: Tablets for Wholesaler Productivity

The tablet has become a vital tool in wholesaling, whether you are using the iPad, Surface or another tablet, and J.P. Morgan wholesalers were among the leaders in implementing the tablet into the sales process. In this webinar, Joel Brookman discusses best practices for leveraging a tablet including internal communications, effective portfolio manager presentations for advisors, sharing marketing materials effectively, and strategies for one-on-one meetings. The session focuses on what works, what doesn’t, and how to engage the advisor.

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 Tablets for Wholesaler Productivity.pdf


Joel Brookman, Director of Training 

Bill Manegio, Executive Director, Client Advisor, J.P. Morgan 

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