WTC

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$475.00

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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:
MMI-WTC0101 Welcome to the MMI Wholesaler Training Center Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323221
MMI-WTC0102 Foundations: What Do Barron’s Top Advisors Want from Wholesalers? Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323206
MMI-WTC0103 Foundations: Views on Wholesaling Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323222
MMI-WTC0104 Foundations: Becoming the Trusted Adviser to Trusted Advisers Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323255
MMI-WTC0105 Foundations: Managing Your Energy for Maximum Performance Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323261
MMI-WTC0106 Foundations: Wealth Management Trends Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323262
MMI-WTC0107 Foundations: Key Financial and Robo Advisor Trends to Engage Advisors Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323260
MMI-WTC0108 Territory: Create a Target Advisor Profile - Who is Your Best Advisor? Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323223
MMI-WTC0109 Territory: Territory Organization Strategies using the ARMS Segmentation Analysis Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323224
MMI-WTC0110 Territory: Leveraging Analytics for External Sales Consultants Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323225
MMI-WTC0111 Territory: The Wholesaler's Prep Checklist - Be Prepared for Every Meeting or Call Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323263
MMI-WTC0112 Territory: Building Your Value Proposition Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323226
MMI-WTC0113 Territory: Deliver High Impact Service to Advisors: Build a World Class Model Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323264
MMI-WTC0114 Territory: Power Partnerships: How External and Internal Teamwork Strategies Drive Productivity and Results Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323227
MMI-WTC0115 Technology Shorten the Sales Cycle by Leveraging Social Media Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323256
MMI-WTC0116 Technology: Tablets for Wholesaler Productivity Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323228
MMI-WTC0117 Technology: Effectively Working with Wirehouses Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323229
MMI-WTC0118 Technology: Effectively Working with RIAs Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323230
MMI-WTC0119 Technology: Effectively Working with IBDs Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
0.05 CIMA
0.05 CPWA
323231
MMI-WTC0120 Technology: Value-add Strategy - Show Advisors How to Gain Referrals with LinkedIn Format: eLearning Field Of Study: 6/1/2017 12:00:00 AM 9/1/2019 12:00:00 AM
6.05 CIMA
6.05 CPWA
323265

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