Strategies to Compete with Your Sponsor Peers. Paul Karasik President The Wholesaler Institute www.wholesalerinstitute.com 310-546-9277.

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Presentation transcript:

Strategies to Compete with Your Sponsor Peers

Paul Karasik President The Wholesaler Institute

The Challenge Standing out in a crowded marketplace.

The Challenge Old School: Product-Centered New School: Relationship-Centered.

What do advisors really want from you?

Referral and prospecting support: 88.6% Turnkey prospecting seminars: 87.4% Sales and marketing training: 80.3% Handout material for clients: 43.0% Direct mail for prospecting: 36.0% Cooperative advertising: 32.8% Prince and Associates

Value-First Wholesaling Relationship Systems 1. Client Interviews 2. Client Advisory Boards 3. Client Appreciation Events 4. Client-Referral Seminars 5. Client Coaching

Paul Karasik President The Wholesaler Institute