Wealth Management Solutions and The Core 4 We work with asset management and insurance distribution organizations and the advisors and agents they partner with. Both are under incessant pressure to grow revenue AND to retain clients. With formidable competition, more stakeholders involved in big platform decisions, and the involvement of intermediaries, decisions come at a premium. The thirst for mobile applications to access information (and to protect it) is also a huge challenge facing Wealth and Investment Management firms.
Bill Walton Sales Training supports Institutional Retirement, Mutual Funds and Annuity, Corporate Insurance, High Net Worth, and Separately Managed Accounts teams with training and tools to mean more to clients. Through BWST’s value creation platform for wealth management solutions we support all stages of the sales process, including sales finals. BWST has particular experience in ramping up large numbers of advisors new to the profession.
The Core 4: Four programs to support the advisor/client interaction and personal productivity of asset management distribution. All programs are suited for valued added wholesaling efforts and is combined in an engaging keynote presentation.