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Watch the video or read the pdf below to learn the step by step roadmap to the top

Each of the following sections are designed to be watched in order starting from Level 1 to Level 5. If you haven’t watched the Top Wholesaler Roadmap video, go back and watch that first. There are topic specific trainings at the bottom as well.

Level 1 - Strategy & Process

Next Level Wholesaler members also get access to the following trainings & resources plus 3 training calls per month

The 7-Figure Index Card: Steal the dead-simple strategy that fits on a single index card—yet has turned average wholesalers into top earners.

Inside the Top 1%: Get the exact weekly game plans from elite wholesalers—what they do, when they do it, and why it works.

From Reactive to Ruthless: Shift from chasing your tail to running a tight, intentional business that makes more and stresses less.

Advisor Access Hacks: Use field-tested tactics—including one with a 50%+ booking rate—to land meetings with even the most “unreachable” advisors.

Level 2 - Creating Value

Level 3 - Get More Meetings

Next Level Wholesaler members also get access to the following trainings & resources plus 3 training calls per month

Emails That Get Replies: No fluff, no crickets. Learn exactly how to write messages advisors actually respond to.
Become Their Go-To: Turn yourself into the one wholesaler advisors want to hear from—because you bring real value, not just check-ins.
Steal-Worthy Value-Add Programs: Done-for-you resources you can deploy on Day 1 to stand out and drive real advisor engagement.
The Perfect First Meeting Agenda: Walk in confident, walk out with the advisor’s full matrix—and a second meeting locked in.

Level 4 - Sell More Per Meeting

Unlock More Revenue Per Advisor Meeting

How To Sell More Per Meeting

The Exact Set Up to Stay on Top of Opportunities

Next Level Wholesaler members also get access to the following trainings & resources plus 3 training calls per month

Emails That Get Replies: No fluff, no crickets. Learn exactly how to write messages advisors actually respond to.
Become Their Go-To: Turn yourself into the one wholesaler advisors want to hear from—because you bring real value, not just check-ins.
Steal-Worthy Value-Add Programs: Done-for-you resources you can deploy on Day 1 to stand out and drive real advisor engagement.
The Perfect First Meeting Agenda: Walk in confident, walk out with the advisor’s full matrix—and a second meeting locked in.

Level 5 - Leverage

How To Set Up Your Business For Scale: Work Less, Grow More

Assorted Trainings

The Most Effective Way to Stay Top of Mind (and the right way to do it)

Avoid These 3 Wholesaler Killers

How To Think Like a Top-Performing Wholesaler

Becoming Faster and Stronger IS the Key!

The One Skill Every Wholesaler Must Master

Turn Silence Into Sales With A Better Follow-Up System.

Stop Relying on Your Manager—How To Lead Yourself To Success

Know What Business You're In. Why Wholesaling Is Sorting, And Not Convincing

Take Control of Your Calendar, Take Control of Your Business

Smarter Scheduling for Today’s Wholesaler.

Keep Company Mandates From Killing Sales

The Real Reason Advisors Say “No”And How To Fix It.

How to Pack Webinars with the Right Advisors

Cut Through the Noise and Get Advisor Attention

The Most Powerful Way to Use Voicemail

A Simple Email Script to Book More Meetings

Why “Good” Meetings Are Killing Your Growth

Make Every Meeting Count — Here’s How

Own the Outcome: Why Advisors Aren’t Producing

3 Meeting Closes That Lead to Action

Matty D Conversation: What Makes a Great Wholesaloer

10 Lessons for Wholesalers with Matty D

Next Level Wholesaler members also get access to the following trainings & resources plus 3 training calls per month

The 7-Figure Index Card: Steal the dead-simple strategy that fits on a single index card—yet has turned average wholesalers into top earners.
The Chaos-Proof Workflow: Lock in a daily structure that gets your highest-value tasks done without dropping the ball on fires, meetings, or last-minute curveballs.
Sleep-Easy Planning Template: Use this plug-and-play system to plan your week in minutes and go to bed knowing you actually moved the needle.
Inside the Top 1%: Get the exact weekly game plans from elite wholesalers—what they do, when they do it, and why it works.
From Reactive to Ruthless: Shift from chasing your tail to running a tight, intentional business that makes more and stresses less.
Advisor Access Hacks: Use field-tested tactics—including one with a 50%+ booking rate—to land meetings with even the most “unreachable” advisors.
Emails That Get Replies: No fluff, no crickets. Learn exactly how to write messages advisors actually respond to.
Become Their Go-To: Turn yourself into the one wholesaler advisors want to hear from—because you bring real value, not just check-ins.
Steal-Worthy Value-Add Programs: Done-for-you resources you can deploy on Day 1 to stand out and drive real advisor engagement.
The Perfect First Meeting Agenda: Walk in confident, walk out with the advisor’s full matrix—and a second meeting locked in.
Sales Scripts That Work: Know exactly what to say to turn “good convo” into booked business, without sounding salesy or scripted.
Follow-Up That Closes: A proven system to stay top of mind and avoid getting ghosted after great meetings.
Events Advisors Actually Show Up For: Real-world examples of in-person and virtual events that get butts in seats—and on your side.
Invites That Convert: Swipe invitation templates that drive RSVPs like clockwork, even with cold or dormant lists.
Real Case Studies, Real Results: No theory—just actual wholesalers showing you what’s working right now in the field.

What Our Clients, Love About Us

Working with Brian Margolis has been transformative for my career. I’ve gone from consistently ranking in the top 6-8 to being number 1 for the past two years. I’ve never had more day-to-day clarity on what to do. His approach has truly elevated both my performance and work-life balance.

Hutson M Wholesaler

After utilizing Brian's methods of getting more appointments through better crafted emails and subject lines, Non-Sale Touches and Star/Wow Mailers I’ve improved by face-to-face meeting rate by over 50%!

Art B Wholesaler

After 7 years I thought my territory was maxed out until I started working with Brian… and then we doubled it in just 2 years and it wasn’t a fluke. That was 10 years ago and I’m still at the top of the comp plan, and still working with Brian.

Dave I Wholesaler

As a new external wholesaler finishing up my first year, Brian came strongly recommended. Working with Brian, I was able to take my annuity sales from 60 to 80 million in our first year and then to 110 million during year 2. And I’m already over that number this year!

Chris F Wholesaler

I engaged with Brian through his NLW program to build a weekly strategy/framework for a territory I’d been in for about 10 months. Not only did we triple sales in year 2, but I was able to reduce the overwhelm that I had experienced in year 1.

Jeremy M Wholesaler

Brian’s training was a game changer for our team! In the short time since his training, we’ve already seen a significant increase in sales activities. His program has truly changed how we operate.

Jay M Divisional Sales Manager