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



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Go Deep

In today’s volatile market, originators across the board are questioning their next steps. The uncertainty has many feeling cautious—but the top performers aren’t retreating. They’re leaning in, moving forward with clarity and confidence, offering stability and solutions when others are pulling back.

Now is the time to emphasize the true value an originator brings to the table. Vendors, end-users, credit departments, and funders are all watching closely, testing whether originators can truly deliver on what they promise.


Less experienced originators are tempted to treat every transaction the same, often forcing deals that don’t align with their strengths or market realities. In contrast, top originators are highly selective. They don’t chase transactions that come with unmitigated risk. Instead, they seek out deals that fit their expertise and value proposition. Top originators focus on sectors, equipment types, and niches they know best. They don’t try to be all things to all people—they go deep, not wide.


Top originators go deep to:

  • Understand the markets they serve inside and out.
  • Assess each transaction’s unique needs and nuances.
  • Identify emerging trends that could shape future demand.
  • Confirm funding capabilities in real time with current market dynamics.
  • Position themselves as trusted financial advisors—not commodity-driven salespeople.
  • Outperform their competition and gain ground while others fall behind.


In 2025, success won’t be about waiting for the market to improve—it will be about creating and shaping an originator's own success.


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