WTC

Pricing Options

$475.00

Standard Rate

BUY

WTC Series 1.0

Topics: WTC Series 1

Contains: 20 courses

Included in: WTC

Welcome to the MMI Wholesaler Training Center

Helping Wholesalers Gain a Competitive Edge and Take Their Business to the Next Level

WTC Series 1

This series of courses provides actionable steps and best practices for client management, time management and brand management all in an effort to better leverage your skill-set and make you more effective.

7.0 hours of IMCA CIMA® and CPWA® CE credits: Earned upon completion of WTC Series 1 (must complete all webinars in the series to earn CE credit).

The 19 Core Course webinars are grouped into three sections and each includes a handout to help capture key takeaways:

  • Foundations
    The Wholesaler Foundations section provides current research and education designed to help wholesalers better understand the advisor's needs and add value as a business partner. The webinars include what Barron's Top Advisors need from wholesalers, how advisors select wholesalers as their business partners, important wealth management and robo-advisor trends, and strategies to keep up your energy. 
  • Territory
    The Territory Management and Segmentation Using Analytic Tools and Technology section provides strategies to streamline the sales process. This includes criteria for selecting target advisors, using analytic tools for segmentation, preparing for every meeting or call, delivering high-impact service, and a partnership plan. 
  • Technology
    The Maximize Technology, Social Media and Tablet Presentations section features strategies to connect with advisors through social media, ways to maximize your Tablet, information about different sales channels, and a value-add strategy to show advisors how to gain referrals using LinkedIn. 

MMI gratefully acknowledges the support of our Wholesaler Training Center Sponsors:



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

  • eLearning eLearning
  • Streaming Streaming
  • Webinar Webinar
  • Seminar Seminar
  • Media Media
  • Mobile Compatible Mobile Compatible
  • New Course New Course

Returning Subscribers

Login
- OR -
Login