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

  • (2) Live Virtual Training Sessions
  • Customized Territory Analysis
  • Wholesaler eLearning Platform Subscription
  For More Details Email: John@sequoiasystem.com or call 630-669-0900.