The best Wholesalers also become fantastic at conducting group meetings and short workshops at Financial Advisor Branch Offices.  Dycoco has the best training to learn how to do this.

Wholesalers need to be very effective at generating the RIGHT KIND of new business activity with HIGH POTENTIAL Advisors, RIA's and Plan Sponsors.  With prospects that can send a lot of assets their way if they can crack through the resistance.  

They also need to become better at expanding the thinking of existing relationships to utilize their products in new ways so the business opportunity will grow.

What makes Dycoco Training so unique is:

  • The training is extremely practical and focused on the challenges wholesalers face.  We know this world well and this is not generic sales training with a few word changes to fit financial services. 
  • Dycoco training for Wholesalers is built from the ground up to focus exclusively on the three challenges Wholesalers face.
  • Dycoco's training is much more demanding and skills development focused.  The training uses drills to improve verbal skills and ability to execute difficult sales interaction processes so the training goes far beyond knowledge and analysis.   ​

Dycoco can help transform the way Wholesalers communicate with Financial Advisors that will open up new opportunities and position them as a trusted business partner and not just one of the crowd.

“Our activity levels improved dramatically with the Dycoco Training.  Our people know how to generate more appointments and know what to do on those appointments now.  Numbers are really improving fast."

​​Alex F. - Mutual Fund Sales Manager

Why so many

sales people fail

An Offer 

you can't refuse

How Financial Products Wholesalers
can improve sales results

How to generate more revenue with Financial Advisors

Why sales training

is too easy

Successful Financial Advisors, RIA's Plan Sponsors and Consultants...

Get a lot of phone calls from Wholesalers. Most of those calls focus on introducing a new hot fund, Portfolio Manager, ETF or other investment product to open up a conversation.  

All too often, those calls do not result in an increased level of commitment to recommend their financial products to their investors, employees or clients.  

THE BEST WHOLESALERS understand how to do three things better than their competitors:

  1. Use an effective system to leave better voicemails, get past assistants and gate keepers and make a much better first impression on Advisors, RIA's and Plan Sponsors to generate more appointments with less effort.
  2. They know exactly how to handle the first call with an Advisor they aren't doing business with.  How to open up opportunity areas, lower resistance and increase receptivity to their strengths so effective next steps can be identified.
  3. They can plan and execute sales calls with existing clients/customers to expand the relationship.  They can skillfully apply the challenger sales model to overcome resistance, bias and introduce new ideas into the relationship that will lead to results.

Dycoco Training is the best way to learn how to do this!

And remarkably, Dycoco Training is guaranteed.  No questions asked.  

Dycoco LLC

Dynamic Communication Coaching