Wholesaler Training Programs

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All of our trainers deliver high-quality wholesaler training  programs that can have an immediate impact on a sales. If you are a financial services distribution company looking to help your sales force grow their business and yours, you’ve come to the right place. We only work with trainers who can provide best-in-class training on both the art and science of being a great wholesaler.

Sarano Kelley

The Kelley Group has been delivering number-one rated speaking, top-ranked coaching, and world-class training to elite advisors and senior managers in the financial services industry

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Mike Nicola

Providing private consulting for financial services companies (FMOs / field marketing organizations and product distribution companies for RIAs)

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Richard Weylman, CSP, CPAE

Richard has a worldwide reputation for helping clients better understand how to make the changes necessary to attract and retain new customers, as well as the right talent to elevate business performance

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Brian McArthur

Brian works exclusively with financial advisors and their clients to help them navigate and enroll in Medicare

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Ray Sclafani

Ray Sclafani is founder and CEO of ClientWise, the premier coaching and training company serving the financial services industry. Through ClientWise, Ray has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, UBS, LPL, Ameriprise Financial, Raymond James, MetLife, and NorthWestern Mutual. In addition, he has spoken on […]

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Mitch Anthony

Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.

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