Training Programs: Field Wholesalers

Core 80/20 Wholesaling: Custom Program

Custom programs are designed specifically for your firm based on your overall training needs and objectives. We work closely with your management team to understand your business model, vernacular, objectives and challenges. We use that knowledge to develop a program that will accomplish the overall training objectives exclusively for your team.

Our approach to customization begins by holding discussions with appropriate member(s) of the management team to better understand the overall training objective. Additional conversations help us further understand the perspective, challenges and opportunities that exist with the participant audience. We will review and agree to the fundamental components of the program as they align with your overall training objectives, and discuss a plan for implementing the work we do in the classroom. Your input during the customization stage is critical to the programs’ success.

We offer a follow up conference call with the program facilitator approximately six weeks following a custom program to discuss challenges, success stories and opportunities post-training. Upon request, custom programs may be offered on site, at your corporate headquarters or at a location that is convenient for you.