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The Wedge Workshop for Financial Advisors, June 11 - 12,2008, Dallas, Texas

"The truth is: Your competition must lose first for you to win. Until now, there has been no strategy for busting through the relationship of the incumbent provider.”
~ Randy Schwantz, Founder and CEO of The Wedge Group

REGISTER ONLINE today or call 214-446-3209

TO be a TOP Financial Advisor . . .
TO increase your personal income . . .
TO
grow fast . . . one thing is TRUE!

Your best prospects are someone else's clients!

REGISTER
NOW and go beyond the book by learning the techniques to win new business away from your competitors.

This June, you’ll have the rare opportunity to see and learn from Randy Schwantz, President & CEO of The Wedge Group, as he takes you on a 2-day journey to the top of your sales career.

A SPECIAL INVITATION

This is a special invitation for Financial Advisors to learn how to grow your practice faster than ever before. The Wedge® is a process that Top Producers have used for years.

It’s your turn to make that STEP!
Here’s the primary question you have to ask yourself. Do you believe most investors would be better off with you:

handling their funds?
guiding their future?
developing their plan?
keeping them on track?

If you do, then it’s your duty to get them to make the change from their current advisor to you as quickly as possible.

WHAT IS THE WEDGE®?
The Wedge is a selling process based on a few very simple principles.

1. There are 3 people in every selling interview; the seller, the buyer, and the incumbent advisor.

Most traditional sales training will teach you how to build relationships, but they don't teach you how to break the incumbent relationship. Too often, an advisor will bring a quality proposal with winning ideas, but, if not careful, the incumbent will get a "last look" to match the ideas, pricing and innovations. Net result: They Win, You Lose.

> In this Workshop you’ll learn a strategy to deal with the incumbent.
2. Most businesses can be segmented into the following three categories: Price, Product and Service.

For the first two categories, Price and Product, here's the question you must ask yourself: Is Price / Product a sustainable competitive advantage? For most businesses the answer is, "not really". Yes, there might be some differences, but are they enough?

The third category, Service. When most people say they give great service, they are generally talking about their ability to react to clients needs. The problem is that most good competitors can and will do the same.

So, where do you find differentiation? In having the other types of services well defined, we call them Proactive Services.

>
In this Workshop you’ll create your Proactive Services, that will give you a Definable & Unfair Competitive Advantage.
3.

It's what you do (proactive services) that the incumbent doesn't do (reactive service only), that gives you clues as to where the prospect is being underserved, has pain and doesn't know it.

We help you exploit your competitions weakness, while leveraging your strengths.
We are one of the most successful sales training firms in the nation for two reasons;

We help you WIN new business faster than any of our competitors.
We help you sustain your ability to WIN new business with our integrated Wedge Sales Culture™ approach.

> In this Workshop you’ll learn how to:

Match your strengths against your competition’s weaknesses, and exploit them without having to criticize or mention your competition
Learn how to identify your prospect’s “pain” – how they are being under-served by their current advisor and use that pain to drive a wedge between your prospect and the incumbent supplier
Differentiate yourself in a powerful way that focuses on your prospects’ unmet needs, and motivate them to want to do business with you
Prompt your prospect to ask you to do business, and qualify your prospect’s ability to fire the incumbent and hire you
Use this same process consistently to keep winning new business

Seminar Fee: $1295.00* per person

Day 1 - 8:00 a.m. – 4:30 p.m.
Day 2 - 8:00 a.m. – 2:30 p.m.

Dress is casual
Breakfast, Lunch & Breaks Included

Event Location:
TBD
Dallas-Fort Worth, TX

Hotel Information:
Coming Soon
Dallas-Fort Worth, TX



CLICK HERE and REGISTER NOW or call 214-446-3209
For additional details and information call 214-446-3209.

 
Register Now

Stop selling and start winning with The Wedge.

*USD
Payment is due a minimum of 7 days prior to workshop to guarantee a seat. There is a $150* cancellation fee. No refunds shall be given for cancellations fewer than 3 days prior to workshop. Transfers and substitutions are acceptable with prior notification. Event dates are subject to change.


WORKSHOPS/SEMINARS

Register Now

PUBLIC WORKSHOPS
The Wedge / Red Hot Introductions / Million Dollar Producer
with Randy Schwantz

Dallas-Fort Worth, TX
May 6 - 8 , 2008

The Wedge for Financial Advisors
with Randy Schwantz

Dallas-Fort Worth, TX
June 11-12, 2008

The Wedge / Red Hot Introductions / Million Dollar Producer
with Randy Schwantz

Chicago, IL
August 27 - 29, 2008

NEW PRODUCER WORKSHOPS
ASAP Workshop
Dallas-Fort Worth, TX
May 5 - 8 , 2008

Contact Us for more details or check back here soon. Event dates are subject to change.


 
Get the new book from The Wedge Group - The Wedge for Financial Advisors

Get the new book from The Wedge Group - HOW TO GET YOUR COMPETITION FIRED

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