Financial Service
Wholesaler
Get a big picture view of financial product distribution and create a customized plan that is simple to follow and yields results for you and your territory.
A relationship-oriented process created over 20+ years, positioning you as the go-to person for solutions.
What's in it for you?
A comprehensive toolkit designed to scale your practice and enhance your quality of life.
Evaluation & Analysis
We start with a diagnosis of your current territory management.
- Initial Evaluation
- Identifying Key Catalysts
- Preparation Diagnosis
Customized Plan
A complete 90-day development plan tailored specifically to you.
- 90-Day Roadmap
- Business Plan Development
- Additional 1-on-1 Time (As Needed)
Support & Resources
Continuous engagement strategies to keep you on track.
- Weekly Video Conferences
- Weekly Email & Video Comms
- Access to Site Videos & Ideas
The Curriculum
Your Wholesaling Blueprint
A structured, four-phase approach to mastering your territory.
01
Setting the Stage
Preparation & Infrastructure
- Professional Biography Construction
- Designing & Constructing Your Plan
- Preparation Steps and Diagnosis
- Territory Coverage & Execution
- Team Member Strategies & Expectations
02
Ask - Listen - Find
The Conversation Psychology
- Professional Biography Construction
- Designing & Constructing Your Plan
- Preparation Steps and Diagnosis
- Territory Coverage & Execution
- Team Member Strategies & Expectations
03
Close The Loop
Execution & Commitment
- Asking For The Business
- Handling Objections
- Quantifying The Value Of Your Solution
- Action Steps To Completion
- Follow Through & Exceeding Expectations
04
Communication
Branding & Reach
- Promoting & Branding Yourself
- Seminars, Events & Study Groups
- Using LinkedIn and Social Media
- Effective Use Of The Phone & Messages
- Effective Email Strategies
PRICING PLANS
Program Investment
Invest in your practice today to increase your quality of life tomorrow.
Basic Consulting
Process and Systems created for scale and practice enhancement.
$
2,500
/ Package
-
30-min weekly consultation
-
Homework & outlines emailed
-
Phone or Web-based
Enhanced Consulting
A deeper dive and more intense into the practice process and resolution for growth.
$
5,000
/ Package
-
Up to 60-min weekly consult
-
Personal critique of material
-
Access to C4G Associates
Popular
A La Carte
Customized solutions based on specific advisor or practice needs.
$
1,000
/ Package
-
Individual topic focus
-
Solution resolution
-
Flexible scheduling
