Wholesaler Training Curriculum Series 2

Keys to a Winning Advisor Service Model

This webinar panel will focus on top wholesalers sharing services and communications they bring to advisors for a competitive edge. This session will include  territory management strategies, delivering high-impact advisor meetings, positioning a sales team, leveraging external and internal resources and successful services. 

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.

WTC0206 Handout for The Keys to a Winning Advisor Service Model.pdf

John Moninger, Managing Director Retail Sales, Eaton Vance www.linkedin.com/in/john-moninger-9037877
Brenda Warkow , Senior Vice President, PIMCO  www.linkedin.com/in/brenda-warkow-cfp-cima-ba283529
Paul Nicely, Regional Representative, Eaton Vance  www.linkedin.com/in/paul-nicely-a414157


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