Wholesaler Training Curriculum Series 1

Technology: Value-add Strategy - Show Advisors How to Gain Referrals with Linkedin

This session will cover a referral strategy that wholesalers can bring to advisors – one that will add value to every conversation. Advisors say that referrals are critical to their business, so this webinar will provide the three steps wholesalers can use to show advisors how to identify one or two client referrals before every call or meeting. Maureen Wilke and Steve Dunlap will also share tips on using the LinkedIn Sales Navigator Tool.  

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 Value-add Strategy - Show Advisors How to Use Linkedin to Gain Referrals.pdf


Steve Dunlap, President and COO, FolioDynamix 

Maureen Wilke, President, Wilke and Associates, Inc. 

Returning Subscribers

- OR -