The Tactical Wholesaler

Imagine the results you can achieve by having producers who are QCC—Qualified because they truly add value, Committed to grow their business and Coachable because they are willing to implement results-proven tactics.

Mark’s Tactical Wholesale Program includes

  • Live tactical coaching to practice and learn how to effectively deliver the Partnering Process to find large missed cases in the producer’s existing book of business and get favorable introductions to the next QCC producer.
  • Telecoaching sessions to share best practices and successes, practice key elements and trouble shoot.
  • Custom handout and tools.
  • Partnering—The Referral Recruiting Process For Financial Wholesalers coaching manual
  • Recruiters Turn Objections Into Opportunities CD.
  • Homework assignments to begin to internalize and effectively deliver the process.
  • Weekly tracking and reporting of your goals, activities and results for constructive comments from Mark to stay focused and on track for maximize results.
  • Unlimited email access to the Sheer Team includes: Customizing documents or tools, answering your important questions and addressing any problems you are experiencing.

Testimonials

Using your advanced wholesale partnering program, especially the commitment letters, my business has grown 37% in 12 months and I'm working with higher caliber producers.

Matt Hudack-Manulife Financial
After participating in your Referral-Based Power Recruiting program my region has grown by 40% in 12 months. I attribute a large part of this growth to my participation in your program-twice.

Mike Coben, Jackson National Life
After establishing my first relationship based on value-added services-money, time, fun-I received referrals to eight reps and they are already producing business.

Kathy Carpenter - Western Reserve Life
I cut my broker base by 35%. I enjoy more quality relationships and have increased my business by 50% in just eight months. - Mark, just wanted to give you and up-date and let you know that your system really works long-term. I now have 64% fewer reps/producers and my production is up over 100%! My 1996 production was $1.2 million and 1997 was $2.6 million. You're right-less is more.

Tom Daley, Penn Mutual
The first year I used Mark's Referral/Partnering system and process my income grew by over 54%. Now in my second year of utilizing Mark's system, I am better able to focus on higher caliber financial representatives and by doing so, I have surpassed last year's record earnings in just nine months. I mention Mark's Referral System to most everyone that can benefit by getting more quality referrals and I must have given close to 100 of his systems as a value-added gift. This has helped these reps to be more productive in their business and in return, I'm receiving much more of their business. Mark has provided me with an edge that not only helps me rank in the top percentile of my company but has also earned me a promotion.

Kevin Berwald, CLU, ChFC, CFP-Jackson National Life or The Hartford

Client List

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