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Wholesaler Workshop: Running an Intentional Wholesaling Business

April 24, 2019 | Chicago
Nuveen Offices

333 W. Wacker Drive
Chicago, IL 60606

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As a wholesaler, do you sometimes feel like you’re riding an emotional roller coaster? Would you like to regain control and run your territory more like a business?

If so, take one day to invest in yourself – and the success of your wholesaling practice. Join us for a special one-day workshop with Brian Margolis of PGWholesaling.com, who will take you through his intentional wholesaling program.

Topics will include, but are not limited to:

  • Simplifying your strategy to magnify your results
  • Getting in the door with hard-to-see advisors
  • Writing emails advisors will actually respond to
  • Converting non-product value into sales through a value-added reciprocity (VAR) strategy
  • Turning meetings into sales through clarifying conversations and effective follow-up

You’ll leave with actionable skills, best practices, and proven solutions to take your business to a new level in 2019. 

Space is limited to 30 attendees.

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

VIEW WORKSHOP PROGRAM DETAILS.

About Brian Margolis: Brian Margolis is a former environmental 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. Currently, he is a partner or consultant in multiple ventures ranging from startups to national brands. Brian’s entrepreneurial approach to wholesaling has helped create some of the largest earners in the industry and has been adopted by asset management and insurance companies in both the US and Canada.

Additional Information

Workshop Presenter

Brian Margolis

Brian Margolis is a former environmental 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.
Currently, he is a partner or consultant in multiple ventures ranging from startups to national brands.
Brian's entrepreneurial approach to wholesaling has helped create some of the largest earners in the industry and has been adopted by asset management and insurance companies in both the US and Canada.

Workshop Host

Nuveen

Registration Fees

Registration categories and pricing are as follows:

Registration Type Registration Fee
MMI Center for Distribution Excellence Members $495
Bundle: Workshop Registration plus One-Year Center for Distribution Excellence Membership $595

Important: ONLY current members of the MMI Center for Distribution Excellence are eligible for the first rate. If you are a member of the MMI Center for Distribution Excellence, please email cde@minst.org or call (646) 868-8500 to receive the registration discount code.

Cancellation/Transfer Policy

All cancellations and transfers are subject to a $50 cancellation/transfer fee. Full refunds minus the $50 cancellation/transfer fee will be granted for cancellation requests received prior to 5:00 PM ET on Wednesday, April 17, 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 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