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WTC Series 2.0

Topics: WTC Series 2

Contains: 9 courses

Included in: WTC

Series 2.0: Impactful Conversation Strategies for Advisors and Their Clients

  • What are examples of advisor service models used by top wholesalers?
  • Where can wholesalers access strategies to facilitate high-impact advisor conversations?
  • When should wholesaling teams use technology to drive sales virtually?
  • How can sales team increase advisor engagement and ROI at conferences?

Financial advisors want sales teams who bring valuable business concepts to help them engage their clients. The eight webinars provide research, strategies and talking points for high-impact advisor engagement virtually, at meetings, on calls, and at conferences. All wholesalers, even the most successful, are looking for a competitive edge and these webinars provide access to valuable strategies and top wholesalers. 

  1. Portfolio Construction: The Advisor View – Patrick Newcomb, Director of FUSE BenchMark Research.
  2. Active and Passive Management - The Need for Both – Todd LaFountaine, Consulting Director, Portfolio Consulting Group at Russell Investments shares research and wholesaler talking points.
  3. Understanding the Life of a Business Owner – Tom Wilson, Managing Director, Wealth Advisory, Brinker Capital shares important research wholesalers can use to help advisors communicate with business owners.   
  4. Success Tips from Top Women Wholesalers – Panel led by Cheryl Nash, President Fiserv Investment Services.
  5. The Keys to a Winning Advisor Service Model – Panel led by John Moninger, Managing Director Retail Sales, Eaton Vance.
  6. Driving Sales Virtually – Jeff Lovanio, Intermediary Sales Development Manager, Voya shares successful digital marketing, social media and virtual meeting solutions.
  7. Maximize Attending Conferences – Industry leaders share advisor engagement and ROI strategies.
  8. The Power of the Right Words – Invesco Consulting provides research and phrases for advisors and clients.

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


For more information on availability and pricing, please email or call (646) 868-8500. A representative will be happy to assist.

Select a course from the list below to enroll or play (if you have already purchased!):
FormatCourse IDCourse TitleReleasedExpiresCreditsPrice 
Showing 1 - 9 of 9 Results
Items per page:
MMI-WTC0201 Welcome to the MMI Wholesaler Training Center Format: Field Of Study: 324118
MMI-WTC0202 Portfolio Construction: The Advisor View Format: Field Of Study: 324119
MMI-WTC0203 Active and Passive Management - The Best of Both Worlds Format: Field Of Study: 324120
MMI-WTC0204 Understanding the Life of a Business Owner Format: Field Of Study: 324121
MMI-WTC0205 Success Tips from Top Women Wholesalers Format: Field Of Study: 324122
MMI-WTC0206 The Keys to a Winning Advisor Service Model Format: Field Of Study: 324123
MMI-WTC0207 Driving Sales Virtually Format: Field Of Study: 324124
MMI-WTC0208 Maximize Attending Conferences Format: Field Of Study: 324125
MMI-WTC0209 The Power of the Right Words Format: Field Of Study: 324126

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