Testimonials

Sales Manager Programs

“It is rare to find a training program this valuable! Thanks for making us a stronger, more effective wholesaling force!"
- Regional Sales Manager, Mutual Funds

“Once again outstanding! The leader in wholesaler training!”
- Sales Manager, Mutual Funds

“I want to compliment the entire Sequoia organization! We value our partnership with you. We are a stronger sales force thanks to you!"
- Senior Vice President, Annuity Sales

“Sequoia has been an integral part of our firm’s success. Every one of our external and internal wholesalers has been through your program. Our results have been greatly enhanced by the Sequoia programs and for that I am eternally grateful.”
- Managing Director, Mutual Funds

Core: 80/20 Wholesaling

“I would recommend this program to anyone! The presentation preparation and the ‘elevator speech’ were real eye openers to me!”
- Regional Sales Director, Variable Annuities

“Our wholesaler of the year generated a 100% increase in sales and attributed it to your program! I appreciate the value you bring to my sales organization and I look forward to always working together!”
- National Sales Manager, Mutual Funds

“Facilitator was great! He is personal, knowledgeable and has a good command of the subject matter.”
- Account Manager, Variable Annuities

“This course provides the infrastructure to build a successful wholesaling franchise. Thank you!”
- Wholesaler, Variable Annuities

“Awesome program! I now understand how to better organize my territory!”
- Wholesaler, Variable Annuities

“Very good, motivating, experienced open-minded facilitator. Thank you!”
- Wholesaler, Mutual Funds

“Great insights into wholesaling. Brought experience to the table. A wealth of knowledge!”
- Wholesaler, Variable Annuities

“Gave real valid examples on how to use the information taught in the classroom. Very knowledgeable and experienced.”
- Wholesaler, Mutual Funds

Sales Desk Manager

“Excellent program for sales desk managers. Best I have ever had! Interaction was great!”
- Sales Desk Manager, Variable Annuities

"This is the best program I have attended! I can utilize so much right away!"
- Sales Desk Manager, Variable Annuities

"This program provided great direction along with the tools I need to coach my team."
- Sales Desk Manager, Mutual Funds

"Excellent facilitator! The program is very interactive with practical tools to take back to the office and implement. Thank you!"
- Sales Desk Manager, Variable Annuities

"I’ve attended many training programs. None have been this helpful. None provided real life takeaways!"
- Sales Desk Manager, Mutual Funds

Core: 80/20 Internal Wholesaling

"Great program! It provided useful information that we can use to improve our business going forward."
- Inside Wholesaler, Mutual Funds

"The program was very interactive and easy to understand!"
- Inside Wholesaler, Mutual Funds

"Thank you for helping put a roof over my head and giving me the confidence I now have!"
- Inside Wholesaler, Mutual Funds

"This was so helpful! I can’t wait to implement some of the techniques within my territory!"
- Inside Wholesaler, Mutual Funds

"Our facilitator has been there, done that! The program was very engaging and informative!"
- Inside Wholesaler, Mutual Funds

High Impact Appointments

“I would highly recommend this course to other wholesalers and look forward to implementing it in my business”.

“This program was a great way to re-organize my business and get excited about 2012.”

“Thank you for giving me a scripted agenda that will allow me to continuously replicate success!”

“I have been wholesaling for over 12 years and just finished my second experience with Sequoia. The ‘real world’ approach it wholesaling that is taught, with all the great gems of best practices, is the most valuable training I’ve had in my career. It works!”

“This is a really actionable training that hits the ‘real’ problems we face. This way we have ammunition for our real world, not just esoteric stuff – real stuff.”

“I was especially pleased with the pace of this training. Topics were specific to our industry and product offerings. Ed effectively communicated very relevant strategies we can implement immediately because he was so knowledgeable on our structure, our product and our clients. The team approach (info sharing) on each topic was very beneficial. Very pleased with the training.”

“For me the training came at a perfect time, as I am evaluating 2011 and planning for 2012. I truly believe the techniques I take away this week will directly impact my success in 2012. Thank you Ed.”