Most wholesalers have plenty of sales training, but what they need is a strategy.
This talk outlines how wholesalers can use the Pillar System to boil their complicated and overwhelming business down to a weekly strategy so simple, it fits on an index card. A strategy that helps them cut through the clutter and move toward clarity, simplicity and most importantly results.
Designed to be given after the Index Card Business Plan, this training details the mindset and strategy of turning the execution of your weekly strategy into a habit. Specifically, how to develop a Custom Accountability Program that works with an individual’s personality and strengths.
Despite the considerable resources used to develop value-add programs for advisors, most wholesalers are unable to “weaponize” them (i.e., turn them into sales).
This talk shows wholesalers how to use value-add resources to get meetings with top advisors and turn value-add programs into ongoing business. Additionally, it shows wholesalers how to develop their own value-add resources.
This workshop shows wholesalers how to run their territory like a business instead of just doing things because “that’s the way they’ve always been done.” It’s an in-depth workshop based on the audio series of the same name.
Topics covered include intentional goal setting, monitoring, scheduling, meetings, asking for the business, prospecting, positioning follow-up as a service and effective messaging.
Despite the number of emails being written by both internal and external wholesalers, most of them have never learned the most basic direct-response copywriting skills.
This workshop breaks down how to write emails that get responded to and how to incorporate them into a system to consistently prospect for new advisors. It includes an interactive component to create emails in real time. Additionally, it discusses how to incorporate phone, mail and social media prospecting.
An extended version of the talk with the same name, this workshop adds a longer interactive component.
During the session, I help individual wholesalers use the Pillar System to develop their strategy in front of the group. Additionally, it dives deeper into turning the execution of their weekly strategy into a habit.
Most advisors have plenty of practice management training, but what they need is a strategy.
This talk outlines how advisors can use the Pillar System to boil their complicated and overwhelming business down to a weekly strategy so simple, it fits on an index card. A strategy that helps them cut through the clutter and move toward clarity, simplicity and most importantly results
Designed to be given after the Index Card Business Plan, this training details the mindset and strategy of turning the execution of your weekly strategy into a habit. Specifically, how to develop a Custom Accountability Program that works with an individual’s personality and strengths.
An extended version of the talk with the same name, this workshop adds a longer interactive component.
During the session, I help individual advisors use the Pillar System to develop their strategy in front of the group. Additionally, it dives deeper into turning the execution of their weekly strategy into a habit.
