The program/topics described are for both internal and external wholesalers.
Please use the contact form at the bottom for questions or to setup a time to speak.
The Pillar System: Creating a Weekly Strategy for Wholesalers
Most wholesalers have plenty of sales and product training, but what they need is a strategy. This training teaches wholesalers how to use the Pillar System to boil their complicated and overwhelming business down to a weekly strategy so simple, it fits on an index card, but so powerful it’s helped create multiple 7 figure earners.
There is also an integration (train the trainers) version of this program.
VAR Strategy: Turning Value-Add Resources into Sales
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 training 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.
Get More Meetings 2 Part Workshop
A custom workshop, support videos, and materials to learn how to increase meeting counts along the entire continuum, including warm and cold market advisors.
Intentional Prospecting
The Intentional Prospecting Training shows wholesalers how to get meetings with cold prospects through a prospecting matrix, along with prospecting techniques designed for high-value, hard-to-meet advisors.
Writing Emails Advisors Respond To
The training teaches wholesalers how to write emails to increase response rates. It includes an interactive, real-time demonstration of writing an email for their products/value-adds.
Clarifying Conversations
The Clarifying Conversations training teaches the process to go from the “soft yes” (e.g. send me info, run a hypo) to getting clarity on whether there is a real opportunity. It shows wholesalers how to position follow up as a service and follow up correctly so real opportunities can be walked across the finish line.
Effective Meetings
The effective Meetings training teaches everything from how to turn initial and future meetings into sales to the follow-up strategy. It includes the clarifying conversations training above.
Small Group Training
Wholesalers are put into small groups of 4-6 individuals and taken through a customized version of the above topics virtually.
Individual Wholesaler Training
The two programs for individual wholesalers are described at NextLevelWholesaler.com