Originators throughout the commercial equipment finance and leasing industry start each year with a clean slate. It is their responsibility to create new opportunities and fund their fair share of new business. Originators create their own destiny, and the first few days of the year will set the stage for the entire 2023 year. Therefore, the following questions should already be answered as we enter the second week of January:

• What past relationships can you count on to produce business in 2023? Have you gotten a commitment from these key accounts?
• What lessons learned will you take into 2023 to make you more efficient, more productive, and more valuable to your clients?
• What are your production goals for each quarter of 2023?
• What specific, major relationships do you plan to establish in 2023 which will positively impact your production numbers? What is your execution plan?
• What personal actions do you need to take to enhance your career in 2023? How will these actions improve your professionalism and value in the market? (Examples: sit for your CLFP exam, take an additional course, enter an MBA program, participate in association activities, join forces with peers to establish a new company, prepare for and earn a promotion)
• Put your goals in writing - commit to yourself that 2023 will be your best year ever - then start executing.

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. 

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Phone: 410-877-0428 

email: scott@wheelerbusinessconsulting.com