Wheelhouse Analytics and Ed Wallace Announce New eLearning Course: Building Advisor Relationships That Last

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Online Course Offers Five- Step Process to Maximize Business Relationships

“We are very excited to work with Ed Wallace in creating a course to capture his powerful how-to process of building better business relationships,” added Frank Coates, CEO of Wheelhouse Analytics.

Wheelhouse Analytics, a leading provider of innovative technology solutions to the investment management industry, and Ed Wallace, the acclaimed author of Business Relationships That Last and President of Relational Capital Group, have announced the launch of a new online course, "Building Advisor Relationships That Last," on the Wheelhouse Analytics e-learning platform, WheelhouseEd.

The course is designed to help build relationships with financial advisors. Building Advisor Relationships That Last consists of five classes including How Relationships Start and Why They Last, Mastering Relationship Drivers, Developing Great Relationship Building Habits, Building Your Value Proposition, and Activating Competitor Proof Strategies.

The groundbreaking course encompasses two training options: Moderated Five-Week program or a Manager Run Five-Week Program. The course offers an opportunity to learn new processes to help grow your business by creating new relationships and fostering existing relationships to become a respected advisor.

“We are very excited to work with Ed in creating a course to capture his powerful how-to process of building better business relationships,” added Frank Coates, CEO of Wheelhouse Analytics. "We have been working with financial sales people for 20 years and I think this course will help new salespeople build the skills they need, and will help experienced salespeople refresh their skills and eliminate bad habits that crop into their repertoire.”

“I have worked with sales managers in many industries in tackling the problem of building relationships that last. It is great to work side by side with an industry expert like Frank Coates and Wheelhouse Analytics to customize what we do for wealth management sales,” said Ed Wallace, President of Relational Capital Group. “Taking this course will help everyone in sales and other client-facing positions within an organization to learn transformational skills, perspectives, and strategies that can be applied immediately to build and strengthen their business relationships.”

Wheelhouse Analytics develops and operates powerful analytics and mobile sales platforms, and robust intermediary management tools that help firms answer some of the most important questions facing distribution executives. (http://wheelhouseanalytics.com)

Ed Wallace spent 20 years with Vertex as their VP of Business Development. As Founder and President of the Relational Capital Group, he now consults with and speaks for corporations and associations across the globe with a client list that is a Who’s Who of Fortune 500 companies. He has published three books on relational capital –Fares to Friends, Creating Relational Capital and in his most recent, Business Relationships That Last. Ed is currently on the Executive Education faculty of Drexel’s University's LeBow College of Business and Villanova University’s Human Resources Master’s program and is a former Teaching Fellow at Drexel.

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