Touchstone Funds - Wholesaler Institute
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Touchstone Funds

For Touchstone Funds, The Wholesaler Institute created the Value-First™ wholesaler presentation “Marketing to the Affluent” and licensed it to them. The licensing agreement enables Touchstone Funds wholesalers to deliver dynamic presentations at advisor conferences and lunch-and-learn meetings. The package includes a complete seminar script, PowerPoint®, field-support material, and presentation handouts.


Touchstone Funds wholesalers received training in presentation skills and had the opportunity to present the seminar in front of a coach who helped them maximize their effectiveness.


Wholesalers supported and coached producers during the implementation stage with positive and predictable results: Advisors who followed the step-by-step process for marketing to the affluent acquired valuable new clients, and Touchstone Funds increased their assets under management.

Find out how your organization can achieve your sales goals with our customized training and consulting. Ensure your own success story by contacting the Wholesaler Institute now.

 Call: (310) 546-9277