Upcoming Events
Thu, Jun 16Westin National Harbor - Washington, DC
Sat, Jun 18Westin National Harbor - Washington, DC
Thu, Aug 18Joey DTLA / Los Angeles, CA
Our 6th Annual National Assembly
has been postponed for 2 years (2020 & 2021) due to COVID-19.
2022 is our year!
Join us in Washington, DC from
Thursday evening June 16th
through
Sunday morning June 19th, 2022
for Fellowship, Best Practices, Mentorship, Workshops, Sales Ideas, Updates on our DE&I Progress, Updates on our Community Outreach and much, much more!!!
REGISTER NOW
AWD Regional Dinner: Dallas
Thursday June 2nd 2022
AWD Regional Dinner: Seattle
Q3 2022 - Date TBD
AWD Regional Dinner: Houston
Q3 2022 - Date TBD
AWD | HBCU Wholesaler Development Program
brought to you by
the AWD Academic Outreach | DEI&B Committee
Spring 2022
AWD | HBCU SIE Training Program
brought to you by
Zahn Associates Inc
Spring 2022
AWD / Brighthouse Financial: Wholesaler Development Resources
Author Trevor Moawad: "It Takes What It Takes: How to Think Neutrally and Gain Control of Your Life"
CLICK to Redeem Your Free Book
Sarano Kelly - The Art of Virtual Selling <<< CLICK HERE
Recent AWD Events
AWD 2022 Philadelphia Regional Dinner
MIDA | Boston
Host: AWD Member Outreach Chair, Vic Howell
Tuesday April 19th 2022
AWD 2022 Atlanta Regional Dinner
Rock Steady Atlanta
Host: AWD Executive Committee Member, Wayne Ewan
Thursday March 24th 2022
AWD 2022 Q1 Quarterly Zoom
Guest: Western & Southern Gold Sponsor, Mark Caner, President of Distribution
Tuesday March 8th 2021
AWD 2022 Philadelphia Regional Dinner
SOUTH Restaurant & Jazz Club
Host: AWD Member Outreach Committee Member, Rickie Taylor
Thursday January 27th 2022
AWD 2022 Q1 Virtual Business Plan Workshop
Guests: The Coalition for Equity in Wholesaling
Thursday January 27th 2022
AWD 2021 Q4 Virtual Interview Workshop
Presenters: The Coalition for Equity in Wholesaling
Thursday November 18th 2021
November 2021: AWD Virtual Assembly
Professionalism / Advisor Office Etiquette / Year End Best Practices
AWD Executive Committee Update: Julian Curry
November 16th 2021
AWD Regional Dinner: Nashville
Guests: Jackson, D&I Director Cecil Brown & Jackson VIBE ERG President Alyssa Macon
Host: AWD Founder, Marlon Hall
Friday November 12th 2021
October 2021: AWD Virtual Assembly
2021 Gold Sponsor, Sammons Financial
Sammons Financial Head of Distribution, Greg Bonzagni
Sammons Financial SVP, Chief Human Resources Officer, Anne Cooper
Sammons Financial Talent Acquisition Director, Kristin Percival
October 19th 2021
AWD Regional Dinner: Chicago
Guests: Sequoia System International, Royal Daughters of God & PMC-LLC
Host: AWD Founder, Marlon Hall
Tuesday October 12th 2021
September 2021: AWD Virtual Assembly
DE&I / Academic Outreach Committee Update: Chair Ron Williams
New AWD Training Partnership
The Sequoia System, Business Development Officer: John Sierawski
"Capital Markets Workshop: Strengthen Your Acumen"
AWD Wholesaler Development Co-Chair: Gordon Henderson, CRPC
Equitable 1290 Mutual Funds, Regional Vice President
Tuesday September 14th 2021 6:30PM Eastern
Coalition for Equity in Wholesaling
August Virtual Meeting
Monday August 30th
12:00PM Eastern
August 2021: HBCU Wholesaler Training Program - Kickoff Meeting
AWD Academic Committee Committee Chair: Ron Williams
AWD Academic Outreach Committee Members
The Coalition for Equity in Wholesaling
The YARD Tour: Chuck Faush
Monday 08/30/2021 6:00PM - Zoom
August 2021: AWD Virtual Assembly
"Step Up Your Follow Up Game"
AWD Committeemen: Julian Curry & Terrell Golden
+ AWD Success Stories (We Have Many!)
Wall Street Wizards Mentorship Opportunities: Bill Thomason
The Art of Income: AWD DE&I Committee Member: Ted Mekonnen
Tuesday 08/24/2021 6:30PM
August 2021: Brighthouse Wholesaler Development Series
"Developing a 30-60-90 Day Plan" Workshop
Brighthouse Financial, VP: Kevin Macilvane
Brighthouse Financial Director: Tuan Nguyen, CLTC
Brighthouse Financial, Divisional Sales Manager: Tien Nguyen, CLTC
AWD Wholesaler Development Senior Committee Chair: Candice Darien, MSM, CLTC
Tuesday August 17th 6:30PM
Coalition for Equity in Wholesaling
July Virtual Meeting
Monday July 26th
12:00PM Eastern
July 2021: AWD | BH Wholesaler Development Series – "How to Run a Territory" Workshop
Brighthouse Financial VP, Divisional Sales Manager: Kevin Macilvane
Brighthouse Financial Divisional Sales Manager: Tien Nguyen, CLTC &
Brighthouse Financial Director: Tuan Nguyen, CLTC
Thursday, 07/22/2021 6:30 PM EST
Coalition on Equity in Wholesaling Meeting
Monday June 28th 2021
Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow
AWD Academic Outreach / DE&I Committee Chairman: Ron Williams
More Information: Shanene.Muldrow@equitable.com
June 2021: AWD | BH Wholesaler Development Series – "Analyzing Your Wholesaling Business" Workshop
Keynote Speaker: Brighthouse Financial, VP & Divisional Sales Manager: Kevin Macilvane
Host: Candice Darien, CLTC, MSM - AWD Wholesaler Development Senior Committee Chairperson
Panelists: Tuan Nguyen, CLTC & Tien Nguyen, CLTC - Brighthouse Sales Managers
Thursday, 06/24/2021 6:30 PM EST
AWD Monthly Virtual Assembly: Leadership Workshop: June 2021
Tuesday June 15th 2021 - 6:15 PM Eastern
2021 Gold Sponsor: Prudential Financial Senior Leadership Roundtable
"Demystifying the External Hiring Process"
Featuring: Seven Prudential Financial Sales & Distribution Senior Executives
(Kevin Brayton, Jim Mullery, Ann Nanda, Don Mallavia, Richard Porter, Newman Rochester, Jim DiLorenzo)
AWD Black Leadership Panel Discussion hosted by AWD President, Marlon Hall:
Martin Powell, CUNA Mutual - Head of Annuity Distribution
Barrett Wragg, T. Rowe Price - Head of Institutional Consulting & Private Wealth
James Carter, Capital Group - Divisional Sales Manager, North Central US
Richard Porter, Prudential Financial - Divisional Sales Manager, Western US
Pamela Knight, BlackRock - Divisional Sales Manager, Western US
Coalition on Equity in Wholesaling Meeting
Monday May 24th 2021
Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow
AWD Founder, President: Marlon Hall
AWD DE&I Committee Chairman: Ron Williams
More Information: Shanene.Muldrow@equitable.com
AWD Monthly Virtual Assembly & Body Language Workshop: May 2021
Tuesday May 18th, 2021 - 6:30 PM Eastern
2021 Gold Sponsor Capital Group | American Funds
Featuring: Antonio Bass, CFA & Keon Scott, Capital Group | American Funds
Keynote Speaker: Nonverbal Communication, Sales & Body Language Expert: Linda Clemons
Special Guest Speaker: Marriage Counselor & Family Therapist: Dr. Candice Cooper-Love
Coalition on Equity in Wholesaling Monthly Meeting
Monday April 26th 2021
Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow
AWD DE&I Committee Chairman: Ron Williams
AWD Executive Committee Member: Howard Crockett
AWD Presentation to
State Farm: African American Employee Resource Group
"The Wealth Gap in African American Communities"
Wednesday April 21st 2021 - 2:00 PM Central
State Farm Sales Leader: Chad Pasley, ChFC
AWD Founder, President: Marlon Hall
AWD Monthly Virtual Assembly & Resume Workshop: April 2021
Tuesday April 20th, 2021 - 6:30 PM Eastern
2021 Gold Sponsor Jackson
Keynote: Jackson, Director of Talent Acquisition: Damon Shackleford
Special Guest: Jackson, Director of Diversity & Inclusion: Cecil Brown
Special Guest: Franklin Paterson Resume Professionals, CEO: Janis Ransom
Equitable Black Leadership Network
The Men of BLN: Brother 2 Brother Session
Thursday April 8th 2021 - 5:00 PM Eastern
Equitable: Michael Locke, Clay Wells, Julius Lightburn & Micah Lewis
AWD Founder, President: Marlon Hall