Developing Strong Leaders for the
Commercial Equipment Leasing/Financing Industry
Weekly Sales Tip
for Financing/Leasing Originators


 



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Self- Accountability

The disparity between average producers and top producers continues to widen. The reason is simple: top producers hold themselves to a higher standard than anyone else does. They measure what matters, they focus on what works, and they remain accountable to themselves long after they’ve exceeded the company’s expectations.


A top producer recently shared several insights that highlight this mindset shift:

  • Daily call counts matter, but meaningful conversations matter more. Top producers track how many great conversations they have with actual decision‑makers each day, not just how many dials they make.


  • A large database is nice, but recent engagement is what counts. What matters is how many prospects have been contacted in the last 60 days, and how many vendors and end‑users have funded a transaction in the last 90–120 days.
  • Applications measure effort. Funding ratios measure talent. The percentage of applications that actually fund reflects how well an originator aligns their sales efforts with their real funding capabilities. As Larry S. said:

“Any originator can find a deal. It takes real talent to

attract, win, approve, and fund a transaction that will pay

promptly for the full term.”

  • A strong month is encouraging, but consistent production is the real benchmark. Sustained performance over quarters and years is the by‑product of disciplined short‑term actions combined with long‑term preparation.


This top producer also shared that his success in exceeding company targets comes from maintaining his own metrics, not relying solely on corporate goals. He views the company’s objectives as minimum expectations. His personal goals are at least 50% higher, and he holds himself 100% accountable for achieving them.

Average producers meet expectations.

Top producers redefine them.



Wheeler Business Consulting is working with individual originators and sales teams throughout the industry to ensure that they are well positioned in the market, capturing their fair share of business, and outperforming the competition. To schedule a one-on-one meeting contact Scott Wheeler at: scott@wheelerbusinessconsulting.com



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This "Sales Tip" is provided by Wheeler Business Consulting. 

 Comments, questions, and suggestions regarding 

weekly tips are welcome. 

Phone: 410-877-0428 

email: scott@wheelerbusinessconsulting.com


Wheeler Business Consulting LLC

Phone: (410) 877-0428 Email: scott@wheelerbusinessconsulting.com