MMI Launches Wholesaler Training Center - Introductory Webcasts Scheduled on 6/28 and 7/13

In today’s environment, it’s important to maximize every interaction your wholesalers have with both current and potential advisor clients.

Attend a 20-minute introductory webinar to learn more:

Tuesday, June 28 at 12PM ET or
Wednesday, July 13 at 12PM ET

Register for webinar

That’s why MMI is pleased to formally introduce the MMI Wholesaler Training Center, a new sleeve in our online educational resources for member firms and their employees.

Developed in conjunction with Wilke and Associates, the Center is a valuable training and coaching resource to help external and internal wholesalers gain a competitive edge and become more successful. The Center provides a dynamic online library of pre-taped training webinars presented by industry sales experts and top wholesalers.

Some quick highlights:

  • Phase I includes 19 webinars, each approximately 20-30 minutes in length and grouped into three main sections:
    • Wholesaler Foundations,
    • Territory Management and Segmentation, and
    • Maximizing Technology, Social Media, and Tablet Presentations. 
  • A “who’s who” of presenters from across the industry share insights and best practices.
  • Turnkey sales manager support includes a team rollout plan, kick-off calls, email communications, monthly updates, progress reports, and coaching strategies.
  • A certification option and 7.0 hours of IMCA CE credits towards the CIMA®, CIMC®, and CPWA® designations are available upon completion of the entire curriculum.
  • The Center is very competitively priced with an annual subscription fee charged at the enterprise level. The maximum fee starts at $475 per external wholesaler ($375 per internal wholesaler) and scales down based on the number of participants enrolled.

Below are links to help you learn more about the Center:

Can’t join one of our introductory webinars?

Contact Maureen Wilke, President of Wilke and Associates, at (630) 254-4089 or, for more information or to schedule a demonstration for your team.

MMI gratefully acknowledges the support of our Wholesaler Training Center Sponsors:

               DST kasina          Envestnet               Fiserv