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






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Change It Up

Originators are actively moving their careers forward and top producers are busy building new relationships and channels that are delivering impressive results. However, average originators are falling behind; they need to change their activities in order to improve their career sustainability. Below are a few suggestions made recently to average originators who are struggling.


  • Stop calling on old databases which no longer align with your company's goals and capabilities. There is no benefit in calling on past vendors and end-users that an originator can no longer help.
  • Build a new database for the future.
  • Hit the street. Set up strategic meetings with stakeholders (vendors, end-users, funders, partners) to develop a plan for the future. There is no substitute for an in-person meeting. These meetings will re-energize an originator's approach to the market and help an originator discover the unlimited opportunities which are quickly emerging in every sector.
  • Create a realistic plan. Re-imagine your business. Think boldly and act now! Have a plan - Work your plan.
  • Seek out "Blue Oceans" in the market and lean into new opportunities.



If an originator is not satisfied with his production or income, then it is time to change it up and try something new. Successful originators embrace their lessons learned and move forward with confidence.

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