WHOLESALE DISTRIBUTION

Services for Wholesalers of Mutual Fund, Annuity, ETF, and Alternative asset management firms

BULK COURSE PURCHASE

The BULK COURSE option is a great way for Regional or National sales teams to increase brand loyalty with your clients.  The COI Referral Training is a 90-minute online course to help establish partnerships with CPAs and attorneys.  We offer bulk course purchases (min 5) for an individual wholesaler to offer financial advisors.  Financial Advisors can easily access the training at their convenience on any platform.

Using the bulk course option with financial advisors

By providing the course, a Regional VP can deepen relationships and increase their number of meetings with financial advisors.  By offering this type of unique added value, a wholesaler will differentiate themselves from others in the territory.  

This online course is designed for:

  • New advisors just getting started in the business.
  • Advisors with 3-5 years of experience looking to grow their business
  • Seasoned advisor with over 20 yrs experience looking for a refresher.

STEP 1

Contact the financial advisor to introduce the COI training, check interest, and book appointment

STEP 2

Conduct meeting (video or in person) to introduce the course concepts and help login

STEP 3

Set up series of 4 to 6 meetings to review the course points

UNLIMITED ACCESS

The UNLIMITED ACCESS option will allow your firm to offer an unlimited number of courses for use with new and existing financial advisor relationships.  This option is best for firms that want to offer 10,000 or more courses.  Contact us to discuss further details.