Welcome to the MMI Wholesaler Training Curriculum
The goal of the Wholesaler Training Curriculum (the Curriculum) is to help sales and distribution professionals take their business to the next level and bring value as business partners. The Curriculum provides a valuable education, training and coaching program delivered through an on-line webinar library.
Benefits of the Curriculum:
- Gain a Competitive Edge: The Curriculum arms a team with important financial intelligence, wealth management research, and business strategies.
- Delivered by Industry Experts and Top Wholesalers: The webinars focus on technology, selling skills, territory management, advisor service models and Rob Shore’s melting icicles video.
- Turnkey Program for Managers: Includes a rollout plan with kick-off call, progress reports, tips, and the Results Tracker Worksheet.
- CE Credits: Series 1.0 provides 7.0 hours of CIMA® and CPWA® CE credits and 1.0 hour of AIF/AIFA CE credits. Series 2.0 provides 3.0 hours of CIMA® and CPWA® CE credits and 1.0 hour of AIF/AIFA CE credits.
Series 1.0: Core Courses - 19 webinars grouped into three sections that can be tailored for each team.
- Foundations: Provides current research and best practices including strategies to work with Barron's Top Advisors, be a trusted advisor, and key points on wealth management trends.
- Territory Management: Provides strategies to streamline the sales process through target marketing, territory management, analytic tools, high-impact services and teamwork.
- Technology: Provides LinkedIn positioning with advisor referrals tips, best practices with one-on-one advisor iPad or Surface presentations and insights for each distribution channel.
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.
Maximize Attending Conferences:
Offered in Series 2.0 and as an individual opportunity to view this premier content in its own stand-alone course. The Maximize Attending Conferences module provides 30 minutes of insight from Leslie Marshall (Head of Experimental Marketing, Morningstar Inc.) and Bill Rader (National Sales Manager, American Century Investments).
MMI gratefully acknowledges the support of our Wholesaler Training Center Sponsors:
