The AI-Powered Wholesaler

How to harness AI to dramatically improve your efficiency and productivity

Master Generative AI to Transform Your Wholesaling Business

In four practical modules, you will:

  • Gain a strong understanding of generative AI and its impact on your business
  • Master prompting techniques for efficient AI collaboration
  • Use AI-driven content creation for advisor engagement
  • Learn strategies for optimizing your productivity

Unlock the Power of AI to Enhance Your Wholesaling Business

The power of AI is already here. Research shows AI users:

  • Complete tasks much faster
  • Improve their ability to use data
  • Create better daily and weekly plans
  • Improve communication quality

AI dramatically shrinks time spent on key tasks:

  • Territory management and planning
  • Meeting preparation and research
  • Pre- and post-meeting communication
  • Advisor outreach and prospecting

Stay Competitive with AI Today

As a wholesaler, AI streamlines non-selling work, boosting efficiency and productivity. It’s not just about working faster—it’s about working smarter, providing more value, and creating a better experience for advisors.

Become the AI-Powered Wholesaler

You can access this program two ways:

Option A: Bring the program in-house for your team

We’ll custom-engineer it to your specifications and system

Option B: Send individual wholesalers to our public workshop

We’ll do our best to keep it non-competitive

Sessions begin Monday, April 7

6 Reasons to Bring this Workshop inhouse

  1. Engineered to meet the needs of modern wholesaling organizations
  2. Customized to fit your system, technology, and compliance requirements
  3. Pre-made AI prompts for written, video, and audio content creation
  4. Comprehensive training on AI for prospecting and advisor engagement
  5. Strategies to enhance productivity and strategic business growth
  6. Develop a more efficient process for meeting prep and follow through

Who Should Attend?

  • New to AI? Learn foundational knowledge and integration strategies.
  • Experienced with AI? Elevate your skills with advanced applications.
  • Team members? Ensure seamless AI adoption across the business.

Meet Your Faculty

Dan Smaida

Dan Smaida
Founder, AdvisoryEDGE™ Forum, 25 years advising, training and coaching wholesalers in both annuities and life insurance industries. Dan is also the author of “The Psychology of Advice” and “Love and Selling.”

Eric Severson
Founder, Deka Partners, over 2500+ hours developing AI solutions for corporate clients. Eric is a longtime sales leader and CRM developer who understands the intersection of technology and business.

AI Office Hours for Wholesalers
(Fridays at 1 PM EDT)

Weekly live sessions to troubleshoot, refine AI strategies, and explore additional tools Recordings available for later viewing

Program Materials

AI-Powered Wholesaler Resource Center for access to:

  • Session recordings (available for 90 days)
  • Slides, transcripts, and notes
  • Prompts, homework, and additional resources

Revolutionize Your Marketing & Business Growth

AI-Powered Wholesaler Program Details:

Goal: Equip you with AI knowledge, tools, and strategies to streamline workflows, enhance client engagement, and grow your business.

Objective: Gain hands-on AI experience, master prompting, integrate AI into workflows, and build an AI-powered strategy.

How the AI-Powered Wholesaler Program Works

Choose from two delivery options:

  • Virtual: Four 2-hour sessions
  • Live: 1-day on-site workshop
  • Action-planning exercises to apply AI concepts directly to your business
  • Personalized AI-Powered Roadmap to guide AI integration
  • AI Office Hours to help with adoption and integration

Program Agenda

Session #1: Harnessing the power of AI

  • How AI is already transforming wholesaling
  • Understanding generative AI models and how they work
  • Effective prompting for AI collaboration

Session #2: AI for Business and Territory Planning

  • AI-enhanced Territory Analysis
  • Getting AI to write your business plan for you
  • Using AI to focus on the most productive activities
  • Scheduling your week and your day with AI

Session #3: AI-Driven Advisor Engagement

  • AI-powered content creation
  • Optimizing marketing materials
  • AI for lead generation

Session #4: Using AI to Add Value to Advisors

  • Creating AI-assisted thought leadership
  • Using AI to broker insight and perspective
  • AI-driven personalization at scale