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MMI Wholesaler Workshop

December 16, 2019 | New York
Voya Investment Management Offices

230 Park Avenue
New York, NY 10169

The New Age in Distribution: Upgrade Your Operating System

Financial services distribution has undergone significant change in recent years, and the pace of that change continues to accelerate. As a distribution professional, you must constantly adapt your skills, processes, and disciplines to keep pace with the latest shifts and ever-evolving landscape.

Is your distribution operating system in need of a reboot as you plan for 2020 and beyond?

If so, take one day to invest in yourself – and the future success of your wholesaling practice. Join us for a special one-day workshop with performance and distribution expert Hank Schulthesz of North Pointe Partners.

With attendance limited to just 30 attendees, this highly-interactive program features small-group discussions and exercises to help you discover:

  • The most important trends in advisory distribution
  • What they mean for your practice
  • How to target advisors with the best “fit” across various pipelines
  • How to approach preparation as a discipline
  • How to apply a “campaign” framework to sales planning and execution
  • The wholesaling operating system that works for you

You’ll leave with actionable skills, best practices, and proven next steps to take your business to a new level. 

For more information or to register, please contact us at events@mminst.org or (646) 868-8500.

Additional Information

Agenda

VIEW AGENDA (PDF)

About Hank Schulthesz

Hank_SchultheszHank is a Principal at North Pointe Partners, LLC, which is dedicated to helping organizations, teams, and individuals achieve better performance. He is a proven leader in professional development for financial services distribution professionals, with expertise in communication and consultative selling skills, time and territory management routines, sales and account management disciplines, and coaching and development. Hank spent his early career in financial services sales and has over 18 years of experience in field and national sales roles with major firms.

Workshop Host

Voya

Registration Fee

Registration fee: $495

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 6, 2019. After that time, no refunds or credits will be granted, however your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify 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 are 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.

Questions?

Attendee Registration:
events@mminst.org or (646) 868-8500

Fees & Billing:
Samantha Lustig
slustig@mminst.org or (646) 868-8516