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  • Nationwide
  • BlackRock
  • JohnHancok Investments
  • TransAMERICA
  • Prudential
  • RBC
  • OppenheimerFunds
  • Lincoln
  • Putnam
  • LEGG MASON
  • Sun Life
  • Pacific Life
  • Manulife
  • JACKSON
  • Fidelity
  • Empire Life
  • AIG
  • Mass Mutual
  • Morgan Stanley
  • Cuna Mutual Group
  • Goldman sachs
  • Invesco
  • Desjardins

FIRE UP THE TROOPS

Supercharge Your Next National Sales Meeting with Million Dollar Round Table speaker Paul Karasik, President of The Wholesaler Institute. Your Team Will Renew Their Commitment and Passion for Achievement.

MISSION

We help wholesaling teams achieve and exceed sales goals.

Increasing sales is your goal. Developing a world-class wholesaling team is ours!

VISION

We accomplish our mission by providing customized world-class training, consulting and executive coaching. This includes:

  • Keynote presentations for national sales meetings
  • Wholesaler training and sales clinics for experienced wholesalers
  • Presentation skills training
  • Inside Wholesaler Certification
  • Coach-the-Coach
  • Writing, Design and production of value-add programs

 

VALUES

  • Achieving results for our clients
  • Integrity in all of our activity – both professionally and personally
  • Approaching our profession with a “beginner’s mind”
22 Keys to Sales Success: How to Make it Big in Financial Services
Sweet Persuasion: The Illustrated Guide to Closing the Sale
How to Market to High-Net-Worth Households
Mastering the art of wholesaling
Brilliant Thoughts & Provocative Questions
Seminar Selling for the Financial Services Industry
How to Master the Art of Closing the Sale
Sweet Persuasion for Managers: The Ultimate Guide to Management Success

Learn more about the Wholesaler Institute

Programs

Value First Wholesaling

Leadership Forum

8 Pillars

Certification

The Video Wholesaler

GET IN TOUCH

To find out how The Wholesaler Institute can uniquely tailor keynote presentations and training to your specific needs, fill out the form below, call (310) 546-9277 or e-mail us at  [email protected]