Additional Services

The key to success for every training program is determined by the participants’ daily implementation of the ideas, processes and systems taught as part of our curriculum. The manager, as coach, becomes a key factor in sustaining this new learning and in its successful implementation. We offer a number of additional services that are designed to assess the core competencies of your sales force, build a customized business development curriculum and to reinforce the topics taught in the classroom. Pricing for each service varies based on specific needs of a firm.

Core Competency Assessment
Drawing from our vast experience with distribution teams over the past twelve years, we have developed a wholesaler assessment tool that focuses on best practices and core competencies that we believe this audience must possess in order to reach their maximum potential and efficiency in the field. We have designed a similar assessment tool that focuses on best practices and core competencies for field sales management.

Once completed, our assessment tool accurately determines specific core competencies that require improvement among the sample groups. The data collected provides critical intelligence to Sequoia that aids in the development of a highly customized professional development curriculum designed for each audience, which ultimately maximizes the benefits to your firm.

Overall, this process is conducted through an electronic communication means. All responses are completely confidential, and individual responses are viewed only by Sequoia personnel requiring the data to perform the analysis.

The benefit of conducting a core competency assessment is that it takes the guesswork out of the training. The assessment provides specific intelligence about the training needs of the assessed audience. Additionally, we provide a recommendation for a training curriculum and plan based on the results of the assessment.

Speaking Engagements
Our facilitators have held numerous positions in financial services…from financial advisors to wholesalers and sales executives. We have planned meetings, facilitated meetings and workshops and we have been keynote speakers at sales meetings, conferences and industry events.

Whether you need to inspire an audience, address industry challenges or opportunities, or simply offer a new twist to an old sales technique, Sequoia can help. Our facilitators present on several topics on raising efficiency and impact that can be tailored to the theme of your meeting and to the needs of your organization.

Workshop Series
Sequoia Workshops are a series of sessions that hone in on one or two specific topics taken from our vast array of curriculum, such as interviewing advisors and defining your value proposition. The sessions can be delivered separately or combined for maximum impact. Sessions are flexible and range in length from 3 to 8 hours, depending on your needs. A sampling of topics includes:

• Presenting Value: Your Company, Your Product and You
• Interviewing Advisors: Finding Ways to Provide Value
• Meeting Objectives: Establishing What’s Next
• Managing Activity: Building Out a Plan

Additional topics can be selected from the vast array of content within Sequoia’s professional development programs. Workshops are an ideal solution for sales meetings and can be customized by channel and by product line to focus on the needs of a firm.

Group Coaching
We offer group coaching as part of our ongoing commitment to ensuring that the systems, processes and tools that we teach in the classroom are being implemented in the field. The content and topics for the coaching calls are designed with input from the participants, their management and by the program facilitator. The calls are led by the program facilitator and provide an opportunity for your team to share what is working well and what specifically they may find to be a challenge. Participants share best practices and obtain feedback and recommendations from the facilitator on overcoming such challenges.