Sequoia Core Skills Virtual Program 
This program is designed to provide a level-set on the fundamentals of wholesaling. Whether you are brand new to the business or a 20-year veteran, this program will instill participants with ideas and skills that are simple, implementable and can have a huge impact on their productivity and sales.
Session 1 | Target Marketing &Territory Management
• Segmentation method to determine the value of your top clients, prospects and the 16X Factor
• Consistent process and the techniques to validate high opportunity prospects and focus on the advisors that can exponentially grow your business
• Identify high value activities and develop a systematic approach to increase and maintain focus on the behaviors that move clients and prospects through the sales process
Session 2 | Sales Process
• The High Impact Appointment Process and best practices for preparation and Interview technique to understand the client’s / prospect’s needs
• The 30 second positing stamen that gets their attention every time
• Clear forward actions and time efficient follow-up process
Core Skills Virtual Series
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(2) Live Virtual Training Sessions
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Customized Territory Analysis
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Wholesaler eLearning Platform Subscription