Team Programs

All the programs described below have a version for external and internal wholesalers along with in-person and virtual options. To speak with Brian and get a detailed description/pricing document, use the contact form at the bottom of the page.

I have worked with Brian for close to a decade with multiple distribution firms. Of all the coaches and consultants used, he has continually had the most impact on growing our business. I’ve only seen success from wholesalers who implement his system.

Sam P National Sales Director

The best part of Brian’s training is that it sticks! It’s not one and done and the team continues to apply his tactics with success.

Marlene A Head of Internal Sales

We partnered with Brian to conduct a training workshop for our entire multi-distribution sales team at our National Sales Forum. His session was the highest rated among ALL speakers.

John K Head of Distribution

It’s rare to find a sales trainer whose lessons are unanimously embraced by the sales team. Brian’s insights and ideas are literally a toolkit of options that any wholesaler can benefit from. We’ve tapped into many sales training organizations but none has been as impactful as Brian.

Mark O National Sales Manager

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. In addition, it shows them how to setup and operate their weeks in order to execute their strategy consistently.

Get More Meetings

A custom workshop, support videos, and materials to learn how to increase meeting counts along the entire continuum, including warm and cold market advisors.

VAR Strategies: 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 business. Additionally, it shows wholesalers how to develop their own value-add resources.

Writing Emails Advisors Respond To: Improving Email Response Rates

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: Identifying Real Opportunities.

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: Turning Meeting Into Sales

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.

Premium Team Program:

The premium program is for companies that want to give their team training and accountability at all points along the continuum – creating their weekly strategy, being more valuable to advisors, getting more meetings, and selling more per meeting. The amount of training, resources, accountability and access to Brian make this program “excuseless”.

Wholesaler Coaching Pods

The pods are for groups of 4-6 wholesalers (Min/max) and include the 6 months of Next Level Wholesaler described below along with two 60 minute and three 30 minute private zoom sessions just for the pod.

Bulk Next Level Wholesaler Memberships: Multi-Seat Access

A group program that includes 6 months of access to my client-only materials and 3 training calls a month. You can see more details and a short video at NextLevelWholesaler.com