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



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Define "Perfect"

My favorite questions for commercial equipment finance and leasing professionals are:

  • What is the "perfect" relationship for your company?
  • What is the "perfect" transaction for your company?
  • What is the "perfect" collateral for your company?
  • What is the "perfect" team member for your company?


What I find fascinating is that professionals within the same company often have very different answers to these questions.

Lately, the gaps have become even more obvious:

  • Credit teams define "perfect" one way,
  • Sales professionals define it another,
  • Management yet another.


When a team defines success differently, it becomes incredibly difficult to deliver consistent results. This misalignment is a classic sign of failed communication and lack of true stakeholder buy-in. Without a shared playbook, internal misalignment leads to:

  • Chaos
  • Frustration
  • Reduced productivity
  • Weaker bottom-line results


It is the responsibility of every internal stakeholder — leadership, sales, credit, operations — to reconnect, clarify the rules, and align on a shared definition of 'perfect', even if today's reality looks very different from yesterday’s expectations. Clear communication and shared understanding are absolutely essential for sustainable 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