The Next Level Solution™

WORLD CLASS TRAINING FOR ADVISORS & WHOLESALERS

The Next Level Solution

Even The Best Of The Best Hit Roadblocks And Plateaus.

With a variety of training and coaching packages we address:

  • Advanced applications of Stories and Questions
  • The process of Remarkable Differentiation
  • The Delivery of Value that can’t be had elsewhere
  • Simplification Strategies for a complex business
  • Professional Presentation Creation
  • Advanced Presentation Skills
  • The need and process of creating an Ideal Client Filter
  • Progress Accelerator Habits
  • Branding For Advanced Wholesalers

“In an increasingly competitive world, sales people need to differentiate themselves. Ordinary sales people, who are often seen as mere peddlers, roam the business universe in droves–imposing on us, stealing our precious time and delivering yet another ordinary sales pitch and little else”  

Thinking Big
An Introduction

Thinking Big
An Introduction

George and Ben discuss BIG ideas about the future. 

Natural Gifts

Everyone is gifted. Inside your gift lies your greatest confidence.  You are most brilliant when you use your gift. Some of us go through their entire lives without discovering their gift. Find out what your gift is with our training programs The Next Level Solution.

Training Programs For Advisors
Taking successful Financial Advisors & Wholsalers to new heights

The Next Level Solution™

Training

Training is available for teams. This includes live in-person training for groups or can also be done via Zoom webinars

Keynote Speaker

Live presentations that provide immediate actionable ideas for progress in your business and balance in your lives.

1-on-1 Coaching

Need some one-on-one time with George to further sharpen your skills? One-on-one coaching is available upon request.

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So Which Are You Looking For?

ADVISOR TRAINING
WHOLESALER TRAINING

What Are People Saying 

Management

"George is an amazing teacher, coach and friend. He has a unique ability to communicate concepts in ways that are meaningful, memorable and fun! Among other things, George taught me about goal setting, accountability and listening, all of which I use on a daily basis to achieve successful outcomes. If you are looking to improve your business, your energy and your life, you would be well served to spend some time with George."
Bill Miller
Bill Miller
"I have known George for 25 years as a friend and a mentor. He has been key in developing my distribution teams at several financial services organizations, and helped us meet or exceed out goals every year."
Terry Mullen
Terry MullenPast President and CEO of Lincoln Financial Distribution
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Wholesalers

"The very best coaching I ever received as a tenured annuity wholesaler was from George MacAllister. George taught me to walk a mile in the financial advisor's shoes like no one else ever had. I called upon much of what I learned from George when i created the #medicareexecutionprocess which was created with #financialadvisors at the center of it."
Brian McArthur
Brian McArthur
"I've always valued your experience and wisdom George. Your posts bring back some great memories of the excitement I had the Extreme Wholesaler workshops."
Eric B
Eric BRoyal Alliance
"George been instrumental in my development and my success that extended beyond wholesaling into being a business owner. I can remember dismissing his ideas because I was afraid to try something different. once I had an open mind, my business tripled within a couple months. It has been nine years since I worked with George, but to this day, I use most of what I first learned from him in my daily storytelling. He is the man!"
Erik Mora
Erik Mora
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Advisors

“In addition to representing the Sun America product line in a thorough manner, George has provided a wealth of information to help my overall business. After each meeting with George, I feel more energized and more focused overall due to his very useful sales and organizational advice. Of all the people I deal with in this industry, George is the best.”
Brian W O'Sullivan
Brian W O'SullivanCFP Commonwealth Financial Group
"All wholesalers should be good at selling their products! I think a great wholesaler is the one that brings more than just his product to the table. He becomes a consultant and advisor to your business by bringing value-added ideas that help you build your practice. George MacAllister did all that and more for us at Balanced Asset Management"
Jeff Meisner
Jeff MeisnerRoyal Alliance
"I am a CPA new to the financial services business. George MacAllister has been a godsend. George has provided me with in depth product knowledge and great marketing ideas. He is a superb personal and business coach. He has been instrumental in keeping me focused on living a balanced life as well as helping me refine and follow my business plan. Much of my success to date can be attributed to George."
Tim McCarthy
Tim McCarthyCPA
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Schedule A CALL WITH GEORGE TO FIND OUT MORE