The upheaval in financial services distribution is raising the bar dramatically for wholesalers, reducing opportunities to engage advisors and rendering the classic product pitch obsolete. In response, wholesalers must broaden and deepen their knowledge as well as master new skills so that they can bring personalized, strategic insight to each advisor conversation.
In this webinar, Allego’s Mark Magnacca hosts Sarah Barillaro of John Hancock Investments and Rob Shore of Wholesaler Masterminds to discuss how leading manufacturers are retooling sales training and knowledge delivery to provide the speed, breadth and effectiveness wholesale teams need to survive and thrive in the new normal. Participants will learn about new ways to:
• Assess wholesaler competencies to target training investments
• Reinforce training to ensure mastery and fluency
• Provide timely, cutting edge insight for wholesalers to share with FAs
Mark Magnacca, President — Allego
Sarah Barillaro, Director, Sales Training & Development — John Hancock Investments
Rob Shore, Founder — Wholesaler Masterminds