Sales Re-engineering Executive Workshop – September 30, 2014

by | Oct 1, 2014 | Event | 0 comments

The Hub at the Cira Centre, Philadelphia

Our recently concluded Wheelhouse Analytics and Profitable Channels Sales Re-engineering Executive Workshop was both timely and very well received. In addition to our own content, Paul Hatch (UBS) and Bill Crager (Envestnet) both presented candid insight on how to improve your advisor (client) experience.  

The 8-hour workshop focused on re-engineering your sales process to drive more profitable asset growth in 2015 by getting a higher return on the sales data, technology, content, and people….you already have.

Below are some of the comments we received after the event:Workshop-Graphic-with-Bars-White-Background750

“I learned a ton in a short window of time”

“In the spirit of ‘following up’ (see, I was paying attention), I wanted to let you know how impressed I was with the information and the attendees”

“I found Frank’s content full of good sales measurement ideas, and more importantly, a methodology of execution”

Hosted by Wheelhouse Analytics CEO Frank Coates and Profitable Channels founder Stephen Diorio, attendees included more than 40 heads of distribution and sales, Chief Marketing Officers, and Chief Operating Officers.

Thank you to all who were in attendance and participated in the event!

If you would like more information regarding this workshop, please contact Frank Coates at [email protected]


John Ryan

John Ryan

Chief Administration Officer at Wheelhouse Analytics
John brings to Wheelhouse Analytics a diverse background of entrepreneur, corporate leadership, and sales and sales management. Prior to joining Wheelhouse Analytics, John spent 17 years in mortgage banking. He is the co-founder of two national mortgage companies; Guardian Loan Company and Epic Management Group, and was the VP of Sales for National Finance Corporation. His early career includes 5 years as a fixed income product specialist with Northern Capital Securities in Andover, MA.

John is involved in all aspects of the business including business development, legal, HR, budget and finance, vendor management, and the day-to-day operations for Wheelhouse Analytics.
John Ryan

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