2021 MMI Webinar: A Simple Weekly Strategy for Wholesalers with Brian Margolis, Founder of PGwholesaling.com

Monday, December 6, 2021 at 12:00 PM ET
Complimentary admission | Open to members and non-members

As a distribution professional, would you like to learn a proven sales strategy so simple it fits on an index card?

Join us for an MMI Webinar, sponsored by the Women in Distribution Community, to hear from Brian Margolis of PGwholesaling.com about creating a simple weekly strategy that is being used by successful wholesalers to:
 

  • Run a simple, intentional, more lucrative territory
  • Gain clarity and reduce overwhelm
  • Stop being reactive all day

Introduction:
Arlen Oransky, SVP, Chief Membership Officer, MMI
Amanda Harwood, Head, Practice Management, BMO Private Wealth; Co-Chair, MMI Women in Distribution Community

Presenters:
Brian Margolis, Founder, PGwholesaling.com
Kate Mastalerz, Regional Director, External Sales, Macquarie Group

Note:
This MMI Webinar is closed to members of the media.

About Brian Margolis:
Brian is a former environmental and fisheries scientist turned entrepreneur. He is the founder of PGwholesaling.com and author of the book, The Index Card Business Plan for Sales Pros and Entrepreneurs. In addition to his work with asset managers and insurance companies, he averages over 1,000 wholesaler coaching sessions per year.

This Webinar will be recorded. Even if you cannot attend live, please register so that we can notify you when the replay is available.

Questions? Contact us at events@mminst.org or (646) 868-8500.