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



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Touches

The most successful originators know the answers to three foundational questions—questions that separate average production from extraordinary performance.

  • How many touches does it truly take to establish a strong relationship with a vendor or end‑user?
  • Which types of touches create the greatest impact and build trust the fastest?
  • What timing allows an originator to break through the noise, stand out from competitors, and secure the strongest vendor partnerships?


Top performers don’t guess at these answers—they live them. They understand that relationship‑building is a deliberate craft, a disciplined process, and a mindset rooted in urgency, consistency, and purpose. The most successful originators in the commercial equipment finance and leasing industry understand a simple truth: relationships are not won by chance; they are earned through intention, persistence, and a relentless commitment to showing up. They know that it typically takes seven to twelve meaningful touches to spark a real connection with a new vendor or end‑user, but they also understand that the right touches, delivered with purpose and urgency, can compress that timeline dramatically. they recognize the power of face‑to‑face interaction; however, they realize that in-person engagement is not always possible or efficient.


A top-performing originator embodies this mindset. He uses every tool available: phone calls, in‑person meetings, Zoom sessions, emails, texts, LinkedIn conversations, trade‑show interactions, group discussions, U.S. mail, and mass informational outreach, because he knows that true vendor penetration requires a full spectrum of engagement.


What sets him apart is his timing and intensity. Once he identifies a high‑potential vendor, he moves immediately. He touches them multiple times in rapid succession to signal one thing: I am here to create activity, and I am ready now. Every touch reinforces his value proposition, his capabilities, and his ask for business. It is common for him to deliver seven to twelve touches within the first thirty to forty‑five days, engaging multiple contacts inside the vendor organization to build depth, credibility, and momentum. He tracks what works, studies his timing, and refines his approach with discipline and pride. His philosophy is powerful: every vendor has opportunities available today, and if he is serious about building a mutually beneficial relationship, he must push hard, especially in the first thirty days, to ignite activity, demonstrate commitment, and separate himself from the competition.


This is the mindset of a top originator. This is how strong partnerships are built. And this is how ordinary outreach becomes extraordinary production, through intention, urgency, and the unwavering belief that every touch has the power to move a relationship forward.


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