Webinars & Demos

There are currently no webinars scheduled. Please check back soon for new dates and times.

Critical Drivers of Distribution

Please join Wheelhouse CEO Frank Coates for this informative 30 minute webinar.

What will be covered:

Learn How To Define the Drivers of Your Business

1. How to focus on the most critical drivers
2. How to get everyone on your team focused

Click on one of the dates below to register. It’s free!

Contact Jacquie Burke at [email protected] or 215-240-7063 for more information.

Building Your Personal Value Proposition

Please join Wheelhouse CEO Frank Coates and special guest speaker Ed Wallace, President of Relational Capital for this informative 30 minute webinar.

We will discuss a 3 step process to help develop your Personal Value Proposition and that will differentiate you from the numerous sales people advisors have coming through their door everyday.

1. Know Thyself

2. Know The Advisor

3. Make It Personal

Click on one of the dates below to register. It’s free!

Contact Jacquie Burke at [email protected] or 215-240-7063 for more information.

ROI Webinar

Please join Wheelhouse CEO Frank Coates for this informative 30 minute webinar.

What will be covered:

1. How to define and measure partner profitability

2. How to measure new and lost revenue

3. How to compare effective rates across business lines and partners

During this webinar hosted by Wheelhouse Analytics, we will discuss the economic fundamentals of Intermediary Distribution, how to look at distribution expenses, and how to measure effective rates.

We will also discuss how to become a more revenue and profitability focused firm.

Click on the link below to register. It’s free! 

Contact Jacquie Burke at [email protected] or 215-240-7063 for more information.

Meeting Effectiveness

How To Drive More ROI From Your Sales Meetings

Please join Wheelhouse CEO Frank Coates for this informative 30 minute webinar.

What will be covered:

1. How to drive more effective meetings

2. How to measure engagement effectiveness

3. How to improve the ROI on your sales meetings

We will discuss and review ways to re-engineer your selling systems to drive growth and win share. There is a great amount of potential to improve and manage meeting effectiveness by better leveraging the people, content, technology and data assets you already have.

The key is to get the different pieces of the sales and marketing mix working together.

Click on one of the dates below to register. It’s free!

Contact Jacquie Burke at [email protected] or 215-240-7063 for more information.

WheelhouseEd Platform Demo

Please check back soon for new dates and times.

Please join us for this 30 minute webinar. We will touch on the high-level benefits of the platform, how to add content, implementation and roll-out strategies, and preview the MMI eLearning Initiative course syllabus. There will also be a Q&A to follow.

The MMI course syllabus includes seven classes created by influential industry leaders and subject matter experts that provides students with a comprehensive overview of the managed solutions industry.

The MMI eLearning Initiative builds on the success of MMI’s one-day, in-person Advisory Solutions Workshops, which have trained over 600 individuals since 2009.

* MMI staff and subject matter experts have reviewed and approved all content, case studies, quizzes, and tests.

Contact Tricia Baxter at [email protected] or 215-240-7063 for more information.

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