
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.
Team Builders SWAT
Designed for those who want to build a team. Learn the fundamentals of recruiting, onboarding, leadership, and how to guide team members toward productive activities.
Networking & Member Group SWAT
Designed for members who want to leverage relationships and warm-market opportunities. Training will focus on networking, Chambers of Commerce, business groups, member associations, and other boots-on-the-ground strategies.
Broker & Association Network SWAT
Designed for members interested in developing relationships with licensed Customs Brokers, freight forwarders, and 3PLs. Learn how to identify, approach, and engage trade professionals who can introduce qualified businesses to the Tariff Recovery program.