Wholesaler Training Curriculum 2.0

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 7 modules comprise roughly three hours of advanced content focused on high impact advisor engagement and effective client conversations. 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: $235
Non Member Price: $295

Price: $295.00