WTC

Wholesaler Training Curriculum Series 1


FormatCourse IDCourse TitleReleasedExpiresCreditsPrice 
   
Showing 1 - 20 of 20 Results
Items per page:
WTC-101 Welcome to the MMI Wholesaler Training Center  
0.35 CIMA
0.35 CPWA
325333
WTC-102 Foundations: What do Barron's Top Advisors Want from Wholesalers?  
0.35 CIMA
0.35 CPWA
325334
WTC-103 Foundations: Views on Wholesaling  
0.35 CIMA
0.35 CPWA
325336
WTC-104 Foundations: Becoming the Trusted Advisor to Trusted Advisors  
0.35 CIMA
0.35 CPWA
325339
WTC-105 Foundations: Managing Your Energy for Maximum Performance  
0.35 CIMA
0.35 CPWA
325341
WTC-106 Foundations: Wealth Management Trends  
0.35 CIMA
0.35 CPWA
325343
WTC-108 Territory: Create a Target Advisor Profile - Who is Your Best Advisor?  
0.35 CIMA
0.35 CPWA
325346
WTC-109 Territory: Territory Organization Strategies Using the ARMS Segmentation Analysis  
0.35 CIMA
0.35 CPWA
325347
WTC-110 Territory: Leveraging Analytics or External Sales Consultants  
0.35 CIMA
0.35 CPWA
325349
WTC-111 Territory: The Wholesaler's Prep Checklist- Be Prepared for Every Meeting or Call  
0.35 CIMA
0.35 CPWA
325352
WTC-112 Territory: Building Your Value Proposition  
0.35 CIMA
0.35 CPWA
325351
WTC-113 Territory: Deliver High Impact Service to Advisors: Build a World Class Model  
0.35 CIMA
0.35 CPWA
325350
WTC-114 Territory: Power Partnerships: How External and Internal Teamwork Strategies Drive Productivity and Results  
0.35 CIMA
0.35 CPWA
325348
WTC-115 Technology: Shorten the Sales Cycle by Leveraging Social Media  
0.35 CIMA
0.35 CPWA
325345
WTC-116 Technology: Tablets for Wholesaler Productivity  
0.35 CIMA
0.35 CPWA
325342
WTC-117 Technology: Effectively Working with Wirehouses  
0.35 CIMA
0.35 CPWA
325340
WTC-118 Technology: Effectively Working with RIA's  
0.35 CIMA
0.35 CPWA
325338
WTC-119 Technology: Effectively Working with IBDs  
0.35 CIMA
0.35 CPWA
325337
WTC-120 Technology: Value-add Strategy - Show Advisors How to Gain Referrals with Linkedin  
0.35 CIMA
0.35 CPWA
325335
WTC107 Foundations: Key Financial and Robo Advisor Trends to Engage Advisors  
0.35 CIMA
0.35 CPWA
325397

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