First Mercantile to Host 'Becoming a Rainmaker' Workshop with Matt Oechsli

MEMPHIS, Tenn., July 6 /PRNewswire/ -- Following through with their commitment to help investment professionals "power up their practice," First Mercantile announced it will host Retirement Plan and Wealth Management training workshops for financial professionals in Minneapolis, MN and Newport, RI on July 20th and 29th. These events will feature Matt Oechsli of the Oechsli Institute and include his "Becoming a Rainmaker" program designed to help financial professionals build their practices.

The Oechsli Institute specializes in helping financial professionals to better attract, service and develop loyal clients. Oechsli's training programs have been used by Raymond James, UBS, LPL, as well as others in the financial services industry. Workshop topics will include the traits of the "new world" advisor, high-impact prospecting activities, clinching the relationship and closing the sale.

"We understand the need for practice management tools and we are confident that these workshops will bring added value to the investment professional," remarked Stan label, vice president of sales and distribution.  "After performing significant due diligence, we selected the Oechsli Institute for this program because they share our goals and priorities when it comes to supporting investment professionals."

This event is offered to financial professionals at a nominal charge. Individuals can register online at www.firstmerc.com. Limited space is available.

For more information about First Mercantile, please contact your representative or call First Mercantile at (800) 753-3682.

About First Mercantile

First Mercantile, one of the premier collective investment trust (CIT) recordkeepers in the United States, offers investment solutions for qualified retirement plans. Employing a due diligence process, First Mercantile Trust (FMT) searches the investment universe to select non-proprietary options suited for the investment platforms. CITs are sub-advised by institutional money managers, or invest in mutual funds or exchange traded funds (ETFs). Also included on the investment platform are Dimensional Fund Advisor (DFA) investments, Lifestyle and Target Date options. First Mercantile acts in a fiduciary capacity with respect to the management of the assets of the collective investment trust. The Advisor Review Committee oversees the entire due diligence process, which includes qualitative and quantitative analysis.

These investment products are distributed through solid relationships with quality investment consultants and third party administrators. First Mercantile offers robust fee disclosure and transparency with a flexible and competitive cost structure. FMT has a national network of seasoned, knowledgeable professionals to provide excellent client service, customer care and support.

© 2010 First Mercantile. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. www.firstmerc.com.

SOURCE First Mercantile