If you are a sales manager planning a Divisional or National meeting, and want to bring the expertise and coaching of Wholesaler Masterminds® directly to your team live, check out our “Proven Strategies To Transform Your Wholesaling Practice” presentation.
Here’s what you need to know:
We work directly with you, the leader of the wholesaling team, before the event to identify the most important skills that you feel need to be honed with your team.
We then customize our presentation and accompanying workbook materials.
Our Topics Include:
• Wholesaler Masterminds® Email Clinic
• Pre-appointment Preparation/Advisor Recon
• In Appointment Best Practices
• Systematized Follow-up Process
• Time Management Techniques
• Technology for Productivity and Process
• Super Successful Internal Wholesaler Relationships
• Closing/Asking for Commitments
• Increasing Your MQ-Memorability Quotient®
• Presence In Your Absence
Our session with your team is not simply a one way, stand and deliver presentation.
During our 1/2 day or full day sessions we’ll turn the meeting room into a live, interactive, idea filled coaching environment.
We guarantee that your meeting attendees will leave our session with a stack of new and implementable ideas
that are only limited by their ability to absorb all the information presented!
Rob presented to my team at our National Sales Meeting, and he didn’t disappoint. On the contrary, Rob was eloquent, helpful, and spot on, in sharing his knowledge of the practice of wholesaling. Through his years of studying, leading, and coaching wholesalers, Rob has developed a process to take wholesalers from the Sea of Sameness to Master Wholesaler. Through his pre-meeting preparation, he tailored his presentation to my team, specifically addressing our sector and company issues.
I started wholesaling mutual funds 24 years ago: Through Rob’s presentation to my team, it became apparent to me that I (and my team) can be so much better at what we do. If you’re a seasoned wholesaler, you need to engage Rob to sharpen your skill set…and if you don’t have years of experience, you’d be wise to engage Rob to help you build the foundation for your future success.
I had high expectations for our session with Rob, and he exceeded them. Many thanks, Rob.
~Jeffrey Kremin | Executive Vice President, National Sales Manager | KBS Capital Markets Group
We invited Rob Shore to participate in a day-long training session with our external wholesalers during our annual distribution meeting.
Throughout their session with Rob, the full team was very actively engaged.
They came anticipating the specific, fluff-free, and energetic delivery of ideas that Rob has provided in previous presentations and in his publications. Each participant came out of the session excited, motivated and ready to implement enhancements to the manner in which they interact with financial professionals.
The time invested in Rob’s session was absolutely worthwhile, and we recommend him highly.
~Paul O’Brien & Marie Aro, Co-Presidents of Aquila Distributors
As we were constructing the agenda for our National Sales Conference I knew that I wanted to engage someone to work with my wholesalers who is an industry thought leader, had real world experience and was a proven expert in the art of taking sales organizations to the next level.
Given the diverse group that we have, and the various levels of experience, they also needed to gain wholesaling key success traits and improve each of their own talents and abilities.
My team thought their experience with Rob was incredibly successful. All the feedback was fantastic and the wholesalers felt like they had a seasoned and professional expert, who was informative and entertaining. Many commented that this was one of the best training sessions they had ever attended.
Simply put, this was invaluable to our sales organization.
~Kevin Rowell, Managing Director | Highmark Funds
Rob, my colleagues and I so appreciated and benefited from your presentation in Dallas this last week.
I took on your challenge for us to create our PVP. It (happily) forced me to revisit my strengths and weaknesses; it persuaded me to pick the strengths that would be best promoted in a short PVP. I look forward to field testing it, perhaps objectively with a new contact and perhaps more creatively with existing producers.
You provided wonderful value this week. Thank you!
~Shannon Guzzo, Genworth National Sales Conference
In anticipation of my Fall off site wholesaler meeting I knew that one of the objectives that I wanted to accomplish for my team was to sharpen our Listening Skills as well as improve our true Value to the field in a marketable way.
With that idea in mind, I asked Rob Shore to join us to coach us on the wholesaler development topics that he and I knew would build the skills necessary for greater success.
The feedback that I received, both from my leaders and from the wholesaler participants was that Rob’s PVP-Peerless Value Proposition® was “spot on” in terms of what we need to implement to achieve our goal.
Not only was Rob engaging and inspiring but he had a unique ability to help the team find and separate their PVP from their day to day blocking and tackling. I appreciate that Rob was able to provide a key takeaway with his PVP for my team during our four-day offsite.
His ability to engage and inspire at such a high level is something not many in our industry are capable of doing.
If you are planning a wholesaler meeting I would certainly endorse having Rob attend – you and your team will not be disappointed.
~Thomas Mahoney, National Sales Manager | Allstate Financial
Our customized approach means no two sessions are ever exactly the same…because no two sales teams are ever the same.
Contact us to learn more about this engaging presentation, check dates of availability and get a price quote.
Call 888-508-5010 or email us at shorespeak[at]gmail.com
photo: Allen Tsai Photography, LLC