1. Strategies to Compete with Your Sponsor Peers

2. Paul Karasik President The Wholesaler Institute www.wholesalerinstitute.com 310-546-9277

3. The Challenge Standing out in a crowded marketplace.

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

5. What do advisors really want from you?

6. 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

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

8. Paul Karasik President The Wholesaler Institute www.wholesalerinstitute.com 310-546-9277