There are no upcoming events at this time. See below to request materials from one of our past events.

Past Events

2016 Fall Conference

Doing More with Less: Creating a More Efficient Industry

For more information about what was presented or for copies of the presentations, please contact Jacquie Burke at [email protected] or call 215.240.7063.

Conference Presentations and Speakers:

Doing More with Less: Making the Industry More Efficient
Frank Coates, CEO and Co-Founder, Wheelhouse Analytics

How Big Data and Analytics will Drive Efficiency
Anil Arora, Vice Chairman, Envestnet & President and CEO, Envestnet | Yodlee

How Alternatives fit in this Environment
Brett Condron, Sr. Managing Director, Blackstone

What do Firms and Advisors Really Want from Managers?
Jim Patrick, Head of Advisor Services, Envestnet

Technology Innovation in Banking: What Can We Learn?
Andrew Barnett, Principal Digital Banking & Payments Consulting, Fisev

Case Study: Getting Everything out of Distribution Efforts
Jac McLean, Head of Distribution, Hartford Funds

Wheelhouse Innovation
Todd Buck, President and Co-Founder, Wheelhouse Analytics

Analytics-Driven Sales
Steve DiOrio, President, Brand Publishing Institute

2015 Fall Conference

The Age of Analytics

Gain Insight To The Future of Distribution

For more information about what was presented or for copies of the presentations; please contact Jacquie Burke at [email protected] or call 215.240.7063.

“This was not your typical conference. The focus was on what the best companies will be doing three years from now….not what they’re doing now” – Frank Coates, CEO Wheelhouse Analytics

 Agenda / Topics Included

  • It’s Not Big Brother – Supporting the Territory Sales Process: Analytics that lead to actions
  • The Socialization of Analytics: Making analytics a part of everyone’s job
  • Making Cognitive Analytics Work
  • How to apply analytics to: Meeting Effectiveness, ROI of Distribution, and Measuring Distribution Alpha

Who Attended

  • Head of Distribution / Sales
  • Senior Key Account Executives
  • Corporate Business Intelligence Team
  • Corporate Strategy Leaders

Hosted By

Guest Speakers Included

  • Bill Crager – President of Envestnet
  • Paul Hatch – Group Head of Advice & Solutions for UBS Wealth Management Americas
  • Robert Patterson – VP Marketing for ColdLight, the leading company in cognitive analytics

Click Here For The Agenda

2014 Fall Conference

Sales Reengineering Executive Workshop

Creating A Blueprint For Growth

Learn actionable strategies for driving go-to-market innovation & transforming the growth formula in the investment management marketplace

Workshop Graphic with Bars - White Background750Join senior sales, marketing and business leaders in the investment management industry to learn how industry leaders and financial innovators are growing assets and reducing cost to sell by re-engineering their sales and marketing processes. The Sales Re-engineering Executive Workshop is an invitation-only forum for senior sales, marketing and business leaders in the investment management industry.

Wheelhouse Analytics and Profitable Channels will deliver this eight-hour executive education workshop to teach industry leaders executable strategies for growing assets, reducing cost-to-sell and differentiating the client experience by re-engineering their sales and marketing processes. This collaborative executive forum will help you learn from industry experts how to:

> Get a higher return on your existing people, data, content and technology assets
> Gain more control, consistency and compliance in your selling channels
> Reduce the cost and complexity of sales without sacrificing growth
> Innovate your go-to-market approach to differentiate value proposition and the client experience
> Define an execution blueprint that will drive measurable asset growth in 2015

This executive education program will be delivered by a faculty of leading experts in distribution, marketing, analytics and advisor channel development, and supported by case examples from investment management industry leaders. The program will be led by:

> Frank Coates CFA, CEO of Wheelhouse Analytics

> Bill Crager, President of Envestnet

> Stephen Diorio, Author of Beyond E: 12 Ways Technology Is Transforming Sales & Marketing Strategy

> Paul Hatch, Group Head of Advice & Solutions for UBS Wealth Management Americas

> Rob Lamb, Author “Getting Heard: Six Keys To Differentiating The Value Proposition And Driving Asset Growth In A Crowded Investment Management Market”

> Todd Buck CIMA, President, Wheelhouse Analytics

> Jim Seuffert, Senior Partner, Wheelhouse Analytics

The program will be supported by real world case examples delivered by industry executives with experience executing the strategies taught in this program. Participants will include senior level distribution and marketing executives as well as business heads. Invited attendees are all senior executives with primary responsibility for driving growth of assets under management, setting go-to-market strategy, and leading selling channels. Attendees will include:

> Head of Distribution/Sales
> Chief Marketing Officer
> Chief Operating Officer

Our unique one-day executive education curriculum is designed to educate senior leadership and provide actionable insights, case examples, best practices, and tools they need to create an executable blueprint for growth that will address and generate measurable results in 2015.

> The asset growth challenge – re-engineering sales processes to drive asset growth
> Getting a greater return on the people, technology, data and content assets
> Reducing cost of sales without sacrificing growth
> Go-to-market innovation – differentiating and transforming the client experience
> Gaining control and consistency in the channel
> Developing an execution blueprint for 2015

Unlike other industry events and conferences, this workshop focuses exclusively on educating executives so they can address their top growth challenges. There are no sponsors. No vendors. And no loosely structured facilitated panels. The experts leading their program will tie together all the concepts to arm the participants with the information, research, case examples and best practices they will need to get more growth from the people, data, content and technology assets they have.

Follow this link to receive the updated agenda (.pdf file) Sales Re-engineering Executive Workshop Agenda

News, Analysis, Blogs, Press Releases

Envestnet Acquires Wheelhouse Analytics

CHICAGO, Oct. 10, 2016 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced today that it has acquired Wheelhouse Analytics LLC, a technology company that provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset...
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Envestnet Institute On Campus Expands Reach & Offering

09/07/2016 Program to Train and Position Students for Wealth Management Careers Adds Seven Participating Universities, Growing Number of Schools by Nearly 100%, and Launches Résumé & Internship Hub Chicago, IL (PRWEB) September 07, 2016 Envestnet, Inc. (NYSE: ENV)...
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Frank Coates IMCA Interview On The Client Relationship Process

 “The core of our business is the relationship between you and your client,” says Frank Coates, CFA®, of Wheelhouse Analytics.  Coates explains how deepening these relationships can give you the tools to provide the best solutions for clients’ real needs.  This video...
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Envestnet Institute on Campus Adds Fiserv as Sponsor

Live-Streaming Webinars & Learning Modules for Women Seeking Wealth-Management Career Guidance will be Developed for Use at an Estimated 20 Universities During the Fall Semester Philadelphia, PA (PRWEB) May 17, 2016 - Envestnet, Inc. (NYSE: ENV) and Wheelhouse...
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Wheelhouse Analytics is at the forefront of our industry. We are building the tools that will move the industry forward over the next decade. 

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