Industry Leading Wholesaler Training
To increase sales productivity, identify new sources of growth, emerging trends, craft a door opening message and further distinguish the CFDD, we will host a full day of pre-conference training for wholesalers the day before our October 13 -15, 2008 Advisor Conference.
Like the conference, the Wholesaler Training will be held at the Fairmont Scottsdale Princess Resort. The training will start at 12:45 pm on Sunday, October 12, 2008, and conclude at 6:45 pm. Hosted by Russell Investments, the Conference Kick-Off Party will follow at 7:00 pm.
LEARN FROM RECOGNIZED EXPERTS, SUCCESSFUL WHOLESALERS & ACCOMPLISHED ADVISORS:
The training will offer real world knowledge that can be applied quickly and have a measurable impact on sales. Recognized industry experts, leading wholesalers and accomplished retirement plan advisors will all participate in the training.
In addition to their individual sales success, one of the wholesalers was formerly a successful advisor. Unique to the CFDD’s training, all of the accomplished retirement plan advisors participating in the training were formerly successful wholesalers.
Recognized industry experts participating in the wholesaler training include:
| • | Fred Reish, Managing Director, Reish Luftman Reicher & Cohen |
| • | Ann Schleck, Principal, Ann Schleck & Co. |
| • | Ami Tully Lotka, President, Maximum IMPACT Partners |
| • | Ray Henderson, Director, Business Health, PTY., Ltd. |
Leading retirement plan wholesalers participating in the training include:
| • | Gary L. Anderson (Moderator), Midwest Regional Pension Manger, Stancorp Equities Inc. |
| • | Scott Waite, Regional VP, John Hancock Retirement Plan Services |
| • | Dany Yonan, Regional Director of Retirement Services, ING Retirement Products |
Accomplished retirement plan advisors, all former wholesalers, participating in the training include:
| • | Thomas Herbruck (Moderator), VP, Financial Services, Herbruck Alder |
| • | Samuel Brandwein, VP, Wealth Management, Smith Barney |
| • | Stace Hilbrant, Managing Director, 401kAdvisors LLC, (NRP Member) |
| • | Mark Paone, Corporate Retirement Director, Citi Inst’l Consulting |
HOW TO REGISTER
As a value add, exhibitors may send one wholesaler to the Wholesaler Training without cost. Each additional exhibiting wholesaler would incur a discounted training fee of $550. Non-exhibiting wholesalers may attend for $750. The training fees are in addition to any applicable conference registration fees. To encourage candor, the wholesaler training is limited to wholesalers.
To register, click HERE.
Please note that wholesaler attendees must be registered in advance of the Wholesaler Training; walk-ins will not be accepted. Advisors, RIAs & TPAs may, however, attend their pre-conference training on a walk-in basis and without additional cost.
The successful wholesalers will share their observations on what it takes to be number one. The successful advisors, all former wholesalers, will discuss what advisors really want from wholesalers. They will also teach you how to craft a door opening message. To increase your production and learn from the real experts, REGISTER NOW.
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