
SWAT = Strategic Wealth Applications Team
Led by Executive Vice President and Senior Partner Michael Koppy, this group is designed to help affiliates identify opportunities, start conversations, and generate referrals for our Tariff Recovery service without needing to become a Tariff expert.
SWAT Dialers
Designed for members who want to actively prospect through outbound calling. Training focuses on cold calling, voicemails, follow-up strategies, getting past gatekeepers, and identifying decision-makers. SWAT Dialers members receive and work available importer leads and are expected to actively contact and follow up with assigned prospects.
Network Development SWAT
Designed for members who want to grow through relationships and referrals. Training will focus on networking, building a team, and developing relationships with business groups, associations, brokers, and other referral partners who can connect you with qualified prospects.