Wholesaler/Consultant
Overview
Intermediaries who use fund products to manage assets are increasingly seeking mutual fund representatives who truly understand the multiple practice models used by Financial Advisors (FAs) and Registered Investment Advisors (RIAs). They particularly desire mutual fund representatives who understand how specific fund products can best be used to develop business and manage client assets, and they are inclined to only grant access to those fund representatives whom they consider to be value-added consultants and not simply traditional wholesalers.
To help professionals develop the skills necessary in today's market, Greene Consulting provides one- and two-day training sessions designed to make both internal and external mutual fund representatives more technically proficient and conversationally competent.
Click each day to learn more about the structure of the training.
Greene Consulting also provides industry-specific evaluation and training to increase Mutual Fund Consultants' abilities to conduct effective product and sales-support presentations to individuals and groups of targeted FAs and RIAs. These sessions allow consultants to refine their skills using the Fund Company's actual collateral materials, value-added presentations, and/or product-oriented material. This time-tested process produces dramatic results and improvements in the Wholesaler’s presentation style and effectiveness. Individual and group sessions are available.
Target Audience
Internal and External Wholesalers
Structure
One or Two-day Program equipping Wholesalers with effective strategies for increasing distribution through a consultative Advisor engagement process.