Financial Service Wholesaler

Get a big picture view of financial product distribution and create a customized plan that is simple to follow and that will yield results for you and your territory. Our process showcases the benefits of your value proposition and how to position yourself as the go to person for solutions and advisor growth. A relationship orientated process that was created over 20 plus years that has yielded results for individuals and created distribution models for leading insurance and investment companies.

What's In It For You?

Package Includes:

Initial Evaluation & Identifying Key Catalysts
Customized 90 Day Development Plan
Weekly Video Conferencing with Peers
Weekly Email & Video Communication
Access To Web Site Resources, Videos & Best ideas
Additional One On One Time Can Be Scheduled As Needed

Setting the Stage

Professional Biography Construction
Designing and Constructing Your Plan
Preparation Steps and Diagnosis
Business Plan Development, Territory Coverage & Execution
Team Member Strategies & Expectations

Ask - Listen - Find

Opening Conversation Words & Verbiage Development
Setting Up The Close
Open-ended Questions & Strategic Note Taking Training
Identifying Ideal Opportunity, Client Need or Strategy
Positioning Your Best Solution or Strategy For Impact

Close The Loop

Asking For The Business
Handling Objections
Quantifying The Value Of Your Solution Or Strategies
Action Steps To Completion
Follow Through & Exceeding Expectations
Next Opportunity & Referral Process

Communication Planning & Strategy

Promoting & Branding Yourself
Seminars, Events & Study Groups
Using LinkedIn and Social Media
Effective Use Of The Phone & Leaving Messages
Effective Email Strategies

Pricing:

Increase your Quality of Life – Investment

Basic Consulting Package: 30-minute weekly phone or web-based consultation with homework and outlines emailed to the client: Process and Systems created for scale and practice enhancement.

$2,500

Enhanced Consulting Package: Up to 60 minutes per week of consultation and personal critique of material by C4G Associates: A deeper dive and more intense into the practice process and resolution for growth.

$5,000

A La Carte, Individual Topics/ Solution resolutions: Customized based on advisor/practice needs

$1,000 per two-session consultation