Current Curriculum

Unified Financial Securities and Unified University are proud to announce the following wholesaler training dates:

Wholesaler Training Schedule
An Executive level workshop for sales and marketing professionals
 
Date Location
February 17-18, 2005 New York, NY
March 10-11, 2005 Milwaukee, WI
April 14-15, 2005 Newport Beach, CA

Precision Wholesaling Workshop Agenda:

Day 1

 

The Five Reasons Wholesalers Fail
Planning for Success - The Content, Process and Power of a Thoughtfully Written Business Plan
Territory Assessment & Mid-Year Forecasting
Goal Setting
Consultative Selling
Fundamentals of High Impact Persuasion
Day 2  
High Impact Persuasion Coaching Session
Understanding How Adults Learn
Territory Management
Understanding the Sales Process & the Role of Technology in a High Impact Wholesaling Effort
Turning Youir Office Day into a Powerful Selling Day


Unified Financial Securities, Member NASD
431 N. Pennsylvania Street  |  Indianapolis, IN  46204  |  800.862.7862  |  CustomerService@UFSecurities.com