- Type Validation
- Level Intermediate
- Time Weeks
- Cost Paid
Wholesaler Training Curriculum Series 1.0
Issued by
Money Management Institute
Internal and External Wholesalers who have earned the Money Management Institute's Wholesaler Training Curriculum Series I certificate have developed best practices and field-tested strategies taught by who's who of industry distribution leaders and sales experts. Earners have master content focused on financial intelligence, territory management, technology, and sales systems.
- Type Validation
- Level Intermediate
- Time Weeks
- Cost Paid
Skills
Earning Criteria
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Developed in collaboration with Wilke & Associates, the 20 modules comprise seven hours of core content focused on high-impact advisor engagement and effective client conversations.
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Welcome to MMI Wholesaler Training Curriculum
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Foundations: What do Barron’s Top Advisors Want from Wholesalers?
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Foundations: Views on Wholesaling
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Foundations: Becoming the Trusted Advisor to Trusted Advisors
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Foundations: Managing Your Energy for Maximum Performance
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Foundations: Wealth Management Trends
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Foundations: Key Financial and Robo Advisor Trends to Engage Advisors
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Territory: Create a Target Advisor Profile— Who is Your Best Advisor?
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Territory: Territory Organization Strategies Using the ARMS Segmentation Analysis
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Territory: Leveraging Analytics for External Sales Consultants
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Territory: The Wholesaler’s Prep Checklist— Be Prepared for Every Meeting or Call
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Territory: Building Your Value Proposition
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Territory: Deliver High Impact Service to Advisors— Build a World Class Model
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Territory: Power Partnerships—How External and Internal Teamwork Strategies Drive Productivity and Results
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Technology: Shorten the Sales Cycle by Leveraging Social Media
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Technology: Tablets for Wholesaler Productivity
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Technology: Effectively Working with Wirehouses
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Technology: Effectively Working with RIAs
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Technology: Effectively Working with IBDs
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Technology: Value-add Strategy—Show Advisors How to Gain Referrals with LinkedIn
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Successfully complete the Series 1.0 Wholesaler Training Curriculum for advisor financial acumen and key business competencies.
Standards
Upon successful completion of the curriculum, students are eligible for Continuing Education (CE) credits towards the following designations: 7 hours for Investments & Wealth Institute® CIMA®, CPWA®, CIMC®, and RMA®; Fi360 AIF®, AIFA®, and PPC®