Internal Use Only
For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.
Internal Use Only
How Top Wholesalers Manage Time and Territory in 2026 with John Sierawski - Sequoia Training
•
Dan S.
•
Episode 86
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
For over 25 years, the Sequoia Training program has helped wholesalers be†ter organize their sales systems and increase their effectiveness. President John Sierawski joins today's show to discuss:
- Modern Territory Management: travel rotations with anchor meetings
- 3x2 Referal system and how that leads to more new business
- 16 touchpoint approach to adding more advisors amongst your client list
Reach out to John directly or check out their website for more details:
To watch video clips including today's charts and videos, check out Internal Use Only on YouTube:
https://www.youtube.com/@InternalUseOnly