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"Highly successful financial wholesalers represent a variety of styles and personality types. The one thing they have in common is the ability to deliver powerful compelling presentations every day! They make presentations that motivate brokers, planners and agents to take action, understand how the investment products work, where they are a suitable fit, and present them with confidence and conviction to clients and prospects." - Moe Davis

Most wholesaling organizations recognize the need for training. In many cases however the training is too generic, too time consuming, too expensive and less effective than advertised.

Davis Executive Training offers an alternative: Wholesaler Commando Training. These workshops are specifically designed for financial wholesalers. They are available anywhere on-site and can be customized to meet the needs of your organization and the skill level of your wholesaling team.

Workshops include:

  • Training modules that teach specific presentation skills wholesalers need
  • How to avoid "Death by PowerPoint"
  • Small group format
  • Individual coaching
  • Video feedback

These workshops teach skills your wholesalers can hit the ground running with the next day and every day! All workshops are conducted personally by Moe Davis, a 25 year veteran of the financial services industry. His background and experience as a successful retail broker, top financial wholesaler and national sales director have prepared him to communicate at the highest level as a consultant and coach.

"I know what wholesalers do and what they need!" - Moe Davis

Contact us to design a program that fits the specific needs of your wholesalers