December 16, 2019 | New York
Voya Investment Management Offices
230 Park Avenue
New York, NY 10169
The New Age in Distribution: Upgrade Your Operating System
Financial services distribution has undergone significant change in recent years, and the pace of that change continues to accelerate. As a distribution professional, you must constantly adapt your skills, processes, and disciplines to keep pace with the latest shifts and ever-evolving landscape.
Is your distribution operating system in need of a reboot as you plan for 2020 and beyond?
If so, take one day to invest in yourself – and the future success of your wholesaling practice. Join us for a special one-day workshop with performance and distribution expert Hank Schulthesz of North Pointe Partners.
With attendance limited to just 30 attendees, this highly-interactive program features small-group discussions and exercises to help you discover:
- The most important trends in advisory distribution
- What they mean for your practice
- How to target advisors with the best “fit” across various pipelines
- How to approach preparation as a discipline
- How to apply a “campaign” framework to sales planning and execution
- The wholesaling operating system that works for you
You’ll leave with actionable skills, best practices, and proven next steps to take your business to a new level.
For more information or to register, please contact us at firstname.lastname@example.org or (646) 868-8500.