Wholesaler Coaching

Wholesaler Coaching Overview

Wholesaling in the 21st century is about adapting to change. Between compliance issues, the mutual fund scandals and the additional regulatory scrutiny, your job as a wholesaler has never been tougher. You are truly caught in the middle between sales management pushing you to make that next sales goal and the compliance officer constantly looking over your shoulder. Where can you turn for help? Your sales manager? I would venture to guess that your sales manager spends close to 90% of his or her time on administrative issues, operational or service problems and management conference calls. This leaves the person who wants to be truly great in the wholesaling profession with a severe lack of coaching and mentoring support. I have a way to fill this void and help you achieve the next level of wholesaling success.

Wholesaler Coaching Goals

It is my belief that the four most important components to becoming a truly great wholesaler are having a thoughtful but workable business and marketing plan, differentiating yourself from the competition, being a student of the business and never giving a boring presentation. It is my goal to help you move to that next level by working with you in the following areas:

1. Having a thoughtful but workable business and marketing plan:

   - Creating your "Roadmap to Success." - Running your numbers by sales history, key accounts, top 100 reps and future sales forecast. - Developing your marketing plan.

2. Differentiating yourself from the competition:

   - Always having great sales ideas or fun facts. - Dressing for success. - Asking questions, not just puking product.

3. Being a student of the business:

   - Understanding how to position your product. - Knowing the competition. - Staying on top of current events and understanding the history of money and markets.

4. Never giving a boring presentation:

   - Being memorable by using humor, startling facts or stories. - Always being prepared and having a backup plan. - Knowing when to or not to use PowerPoint.

If you are ready to achieve that next level of wholesaling success, I'm eager to help get you there. What is the next step? Please start by taking our Free Evaluation or contact us.