Sales Re-engineering Executive Workshop – September 30, 2014
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.
“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 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.
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