Wholesaler Training Programs
Proven professional development systems exclusively for the financial services industry
Mark delivers a wide range of actionable and relevant wholesaler programs designed to increase productivity, increase sales and build strong relationships.
These programs include:
Top Gun: advanced presentation skill training
In this dynamic 1.5 day program, your wholesalers will learn unique concepts and tools designed to improve performance, some of which include learning how to:
- Create a personal introduction to establish immediate credibility
- Capture the attention of the audience with a “grabber” opening
- Develop and deliver powerful stories to support their message
Talk Track: advanced interviewing skills
In this dynamic 1.5-day program, your wholesalers will learn unique concepts and tools designed to improve their 1:1 interviewing skills such as:
- Improving the impact of your first appointment
- Becoming relevant to the advisor in the first 10 minutes
- Interviewing versus interrogating
- Questions are the Answer
The Factor: leveraging your best relationships to grow your business
In this dynamic 1.5-day program, your wholesalers will learn unique concepts and tools designed to increase referrals such as:
- Identify the difference between an introduction and a referral
- Create your ideal advisor profile
- Learn how to “screen” your top 20 list
- Track and measure your success