MMI Webinar: Insights from Top-Performing Wholesalers: Strategies for Success

Tuesday, November 9, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members

Wholesalers are challenged more than ever to grow and manage their businesses. The competition to connect with clients and prospects and generate new assets has never been greater.

Join us on Tuesday, November 9 at 1:00 PM ET for an MMI Webinar presented by the MMI Distribution & Sales community in conjunction with Sequoia System International. This panel session will provide insights from top-performing wholesalers on the strategies and skill sets they have used to remain successful during the pandemic – and their plans as they head back out into the field.

Topics include:

  • Prospecting new advisors – how to get through to top prospects in today’s environment
  • Business planning for the future – plans for travel and optimal time and territory management
  • Leveraging technology – effective use of data resources, national account lists, virtual meeting platforms, CRMs, and other tools

Don’t miss this MMI Webinar for practical tips and guidance to help wholesaling teams navigate the new distribution landscape.

Arlen Oransky, SVP, Chief Membership Officer, MMI

Steve Meier, SVP, Executive Program Director, Sequoia System International

Tim Halverson, Senior Regional Director, Russell Investments
Peter Milinazzo, Account Manager, PIMCO
Maryam Rusch, Regional Director, Client Solutions Group, Macquarie Group

50 minutes (including time allocated for Q&A)

CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: Insights from Top-Performing Wholesalers: Strategies for Success for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

This webinar is closed to members of the media.

We hope you can join us on November 9. This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available

Please contact MMI with any questions at (646) 868-8500 or