The High EQ Financial Wholesaler

The role of the Financial Wholesaler, Institutional RM and Account Executive is becoming more competitive and challenging each and every day. In addition to being responsible for management of a complex suite of products, services and content, these professionals are responsible for marketing these financial services to the most sophisticated financial industry subject matter experts and top performers. Furthermore, as new, non-traditional firms enter the contest to capture the attention of the institutional financial client, the overall level of competition has heated up, both in terms of improved quality strategic coverage and number of competitive offerings and products. To compete and win in this space Wholesalers, Institutional RM's and Account Executives must posses the ability to create deep relationships and communicate effectively with some of the most sophisticated, challenging and time constrained players in the financial industry. And that means developing an incredibly high level of EQ.

Our High EQ Financial Wholesaler workshop is designed to immediately and positively impact Wholesaler, RM and Account Executive EQ levels by working with them to understand and develop the personal development and relationship development mindsets and skill sets of the most successful in the industry. This fast paced, highly practical and highly interactive program takes the EQ discussion beyond general theory by delivering industry specific functional best-practices that will challenge participants to elevate the quality of their personal growth and relationship development efforts.

Content Blueprint for The High EQ Financial Wholesaler Workshop

Module # 1: EQ - Foundational Theory

  • Level 1, 2 and 3 Performance
  • Emotional Intelligence (EQ) Defined
  • Examples of High EQ & Low EQ Historical Figures
  • The Financial Case for High EQ
  • 7 Primary Emotional States
  • Danger Zones & Comfort Zones
  • Personal Competence vs. Social Competence
  • Self-Awareness & Self-Management
  • Social-Awareness & Relationship-Management
  • THE High Performance Emotion: FLOW
  • Introduction to the CARE Personality Model
  • Introverts and Extroverts
  • The Power of Empathy

Module # 2: High EQ - Personal Competence

  • Self-Awareness
  • Identifying Your Emotional Danger Zones | Comfort Zones
  • Self-Management
  • Managing Your Emotional Danger Zones | Comfort Zones

Module # 3: High EQ - Social Competence

  • Social-Awareness
  • Identifying Emotional Danger Zones | Comfort Zones in Others
  • Relationship-Management
  • Managing Emotional Danger Zones | Comfort Zones in Others

Module # 4: Practical EQ Skill Toolbox

  • What is Functional EQ?
  • High EQ Rapport Building Tactics
  • High EQ High Impact Questions
  • High EQ Listening Tactics
  • High EQ Problem Solving Tactics
  • High EQ Advisory Pitch Tactics
  • High EQ Closing Tactics
  • High EQ Negotiating Tactics
  • High EQ Objection Resolution Tactics
  • High EQ Team Selling Tactics
  • High EQ Team Building Tactics
  • High EQ Client Coverage Tactics
  • High EQ Networking Tactics
  • High EQ Business Development Tactics
  • High EQ Conflict Resolution Tactics
  • High EQ Correspondence Tactics
  • High EQ Leadership Tactics
  • High EQ Delegation Tactics
  • High EQ Time & Productivity Management Tactics

Module # 5: High EQ Personal Growth Planning

  • 7 Reasons People Don't Develop High EQ
  • Staged Gradual Implementation
  • Continuous Gradual Improvement
  • Developing A Personal EQ Growth Plan

* Content Note - Millennium programs are highly customizable. Every client is different and every client has different objectives. All Millennium courses are tailored for delivery to match the strategy, client demographic, product mix and skill development needs of each client we work with. We work with you, leading up to the rollout of your courses, to customize content and specifically match lessons and approach to be the perfect fit for you and your team. All Millennium courses are available for delivery via instructor-led classroom session, webinar and/or train-the-trainer sessions.

Typical Base Workshop Pricing

  • 90-Minute Keynote Engagement – $15,000 USD
  • ½-Day-Courses – $595 USD per-participant
  • 1-Day-Courses – $950 USD per-participant
  • 2-Day-Courses – $1,250 USD per-participant
  • 3-Day-Courses – $1,500 USD per-participant
  • 3-Day Train-The-Trainer Course - $10,000 USD per-participant
  • Single 90-Minute Webinar - $3,750 USD
  • 10 Webinar Talk-Block - $35,000 USD
  • 20 Webinar Talk-Block - $65,000 USD

★ Prices are based on a 25 participant workshop minimum