Training Programs: Field Wholesalers

Top Gun: Advanced Presentation Skills

Course Overview

This program, also known as “Top Gun”, will take your wholesalers’ presentation skills to a whole new level of performance. The primary objective of the program is to take good presenters and turn them into great presenters. We utilize a variety of unique concepts and proprietary tools to assist the wholesaler in the learning process. Wholesalers receive both peer assessment and one-on-one facilitator coaching.

Some of the key topics covered in the program include proper introductions, the use of grabber openings, the application of the Sequoia presentation matrix to construct presentations with impact, the importance of the wholesalers’ personal value proposition, the need for a call to action at the end of every presentation, the understanding of “psychic real estate,” learning how to and building a 30-second “elevator speech” and learning how to ask for and receive referrals to top advisors.

The program is designed for 8-12 participants to insure intimacy and mastery of presentation skills. This program can be customized to meet the specific needs of a firm.

We conduct open enrollment programs at our corporate headquarters in Naperville, IL. Each program accommodates anywhere from 10 to 24 sales professionals from a variety of financial services firms. This variety provides a unique opportunity for the exchange of individual best practices. One of the benefits of an open enrollment program is convenience.