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






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Alignment

The activities of top originators in the commercial equipment finance industry are fully aligned with their stakeholders (company, funding sources, vendors, and end-users). The goals, objectives, and strategies of many stakeholders have changed significantly over the past eighteen months and therefore, originators must also change. The first step is to confirm the priorities of all stakeholders by asking:


  • What are your personal objectives for 2025, and do they align with my stakeholders?
  • Do the opportunities that you are pursuing align with the capabilities and objectives of your company and/or funding sources?
  • What are the priorities of your vendors/end-users, and do they align with your capabilities?
  • What activities will produce the strongest assets?
  • Can you articulate the prime assets that you are seeking?
  • Is your database up-to-date based upon current capabilities? How will you build a stronger network of vendors and/or end-users in 2025?


Top producers are moving forward by working more efficiently and soliciting business which can be won and funded. They fully understand the wants and needs of all stakeholders.

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



Survive - Thrive - Lead


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