MMI Center for Distribution Excellence Now Open - Join by 7/15 for Founding Member Status

The Money Management Institute (MMI) is pleased to announce the launch of the MMI Center for Distribution Excellence (CDE).

With traditional wholesaling models under increasing pressure on multiple fronts, this groundbreaking initiative is designed to help field sales professionals stay on top of their game by keeping up with emerging trends, broadening their skill sets, and increasing the value they deliver to advisors.

The CDE is a one-stop resource to discover, promote and enhance best practices in the advisory sales community. Part of MMI’s longstanding commitment to professional development, the CDE includes a comprehensive suite of events, networking opportunities, and educational resources. Under the guidance of senior sales leaders at MMI member firms, the CDE was constructed to enable field sales professionals to share information, develop new competencies, and learn from the ‘best of the best.’

A COMMUNITY BUILT BY – AND FOR – INDUSTRY SALES PROFESSIONALS
The CDE is open to field sales professionals across the financial services industry – representing asset management firms, distribution partners, and solutions providers. The content and resources are tailored to a range of roles, including:

  • External wholesalers
  • Internal wholesalers
  • Hybrids
  • Key account teams
  • Specialists
  • Divisional sales managers
  • National sales managers

THE PRIVILEGES OF MEMBERSHIP
CDE membership is offered at an annual subscription price of $199/year for representatives of MMI member firms and $299/year for non-MMI members. This price includes benefits exclusive to CDE members as well as preferred pricing on select events and services – making it a compelling value.

CDE MEMBER EXCLUSIVE BENEFITS

  • Special podcasts
  • Curated thought leadership content
  • Topical newsletter
  • Expert blogs
  • Continuing education credits

CDE MEMBER PREFERRED PRICING

  • MMI Distribution Leadership Forum – $100 off
  • Select MMI conferences – up to $200 off
  • Monthly webinars – $50 for CDE members
  • MMI Wholesaler Training Center – MMI rate
  • Coaching resource library – CDE discount
  • Special forums and workshops – up to $100 off

FOUNDING MEMBER STATUS AND BENEFITS AVAILABLE THROUGH JULY 15TH
To celebrate the launch of the CDE, MMI is offering Founding Member status to anyone who joins by July 15th. Founding Members receive the following special benefits – which more than pay for the price of membership:

  • $50 off our first CDE webinarAdvisor Perceptions of Wholesalers, moderated by FUSE Research.
  • $100 off registration for the next MMI Distribution Leadership Forum – a one-of-a-kind, two-day program designed specifically for field sales distribution professionals – September 13-14 at The Westin O’Hare in Chicago.
  • $200 off registration for the MMI Annual Conference – the advisory solutions industry’s most important event of the year – October 15-17 at the Hyatt Regency Dallas.

In today’s increasingly challenging marketplace, advisory sales professionals need every advantage they can get. I encourage you to learn more about the MMI Center for Distribution Excellence and how it can benefit your firm’s sales professionals – and your bottom line!

Please share this exciting information as appropriate with your colleagues. And don’t hesitate to reach out to us with questions at (646) 868-6500 or by email at cde@mminst.org.

FOR MORE INFORMATION:
View Center for Distribution Excellence fact sheet
Visit the Center for Distribution Excellence
Apply for Center for Distribution Excellence membership