MMI/Sequoia Wholesaler Bootcamp

December 14, 2018 | Offices of Voya Investment Management
230 Park Ave, New York, NY 10169

One of the highlights of MMI’s recent Distribution Leadership Forum in Chicago was a keynote presentation by Steve Meier of Sequoia Systems International. The feedback was so positive that we have invited Sequoia to expand the session into a one-day Wholesaler Bootcamp on Friday, December 14th in New York City.

Loaded with content to help wholesalers elevate their sales success, this special program will put your business through a rigorous workout with ideas and tips to:

  • Effectively segment clients and prospects and apply the 16X Factor to your business
  • Build a pipeline that can exponentially increase your new producer conversion rates
  • Identify and maintain focus on High Impact Activities that drive your results
  • Successfully communicate your “X Factor” and gain access to more top producers
  • Maintain “top of mind” relevance with top prospects over a long sales cycle
  • Leverage principles of influence to increase client engagement

Space is limited to 40 attendees – so act now to reserve your spot.

For more information, please contact MMI at or (646) 868-8500. We hope to see you on December 14th.

Additional Information



8:15AM - 9:00AM Registration and Networking Breakfast

9:00AM - 9:05AM Opening Remarks
Arlen Oransky, Senior Vice President, Chief Membership & Programs Officer, MMI
Executive Director, MMI Center for Distribution Excellence

9:05AM - 9:45AM First Thoughts

  • Foundations for Success in Wholesaling
  • Top Wholesaler Core Competencies

9:45AM - 10:30AM Target Marketing

  • Segmenting ATLs/BTLs
  • Applying The 16X Factor to Your Business

10:30AM - 10:45AM Break

10:45AM - 11:30AM

  • Identifying Top Prospects and Increasing Conversions
  • The Time Bank

11:30AM - 12:00PM Luncheon 

12:00PM - 2:00PM Territory Management

  • Best Practices to Optimize Territory Coverage
  • Identifying 80/20 Activities that Drive Results
  • Connecting 80/20 Activities to Your Sales Process
  • Developing Effective Follow-up

2:00PM - 2:15PM Break

2:15PM - 3:30PM Sales Process

  • Communicating Your X Factor to Gain Access to More Top Producers
  • Leveraging Principles of Influence in Your Messages
  • Engaging the Client in the Sales Process

3:30PM - 4:00PM Program Conclusion

  • 30, 60 and 90 Day Action Plans

Featured Speaker

Steve Meier

Steve Meier
Senior Vice President
Executive Program Director
Sequoia Systems International


Venue Information

This event will be held at the offices of Voya Investment Management located at 230 Park Ave, New York, NY 10169.

Hotel Suggestions

The following hotels are suggested options near the event.

Club Quarters Hotel, Grand Central
128 East 45th Street
New York, NY 10017

The Gotham Hotel
16 E 46th Street
New York, NY 10017

Grand Hyatt New York
109 East 42nd Street at Grand Central Terminal
New York, NY 10017

Hotel Boutique at Grand Central
128 East 45th Street
New York, NY 10017

InterContinental New York Barclay
111 East 48th Street
New York, NY 10017

Registration Fee

The registration fee for the Wholesaler Bootcamp is $595 per attendee. 

Members of the MMI Center for Distribution Excellence are eligible for a discounted fee of $495 per attendee.

Contact MMI at or (646) 868-8500 with questions and the Center for Distribution Excellence discount code.

Cancellation/Transfer Policy

All cancellations are subject to a $50 cancellation fee. Full refunds minus the $50 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Friday, December 7th. After that time, no refunds will be granted. Your registration can be transferred to another individual at your firm without penalty. To cancel or transfer your registration, please contact MMI at 646-868-8500.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you aware of, or are involved in an incident, at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee Registration: or (646) 868-8500

Fees & Billing:
Samantha Lustig or (646) 868-8516

MMI Center for Distribution Excellence:
Hilary Fiorella or (646) 868-8515