The Wholesaler Training Curriculum provides external and internal wholesalers with practical insights, best practices, and field-tested strategies from a who’s who of industry distribution leaders and sales experts. Developed in collaboration with Wilke & Associates, the 10 modules comprise roughly four hours of content designed to arm distribution professionals with financial intelligence, wealth management strategies, technology and territory management to gain a competitive edge. For firms that purchase bulk licenses, the program includes a roll-out plan with kickoff call, progress reports, and a Results Tracker Worksheet.
Member Price: $325Non Member Price: $395
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