Do You Want To Increase Your Sales
Without the Burnout?
The Inner Circle is wholesaler training built and tested by wholesalers.
You get a complete operating system that
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Fills your calendar with quality advisor meetings
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Turns those meetings into business
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Drives 2–10X sales without the burnout.
Built by a wholesaler with $200M+ in sales
and three territories taken from last to first
Proven by members growing from
~ $5M→$25M/month, $8M→$16M/month, and $100M additional sales in 12 months
We help individual wholesalers and firms install a proven operating system, so each wholesaler can focus on execution instead of reinventing the wheel
If You’re Honest, This Is How Your Territory Feels
Most wholesalers are working hard but still running their territory on hope and hustle
- Empty calendar one week, slammed the next
- “Great meetings” that quietly go nowhere
- Events you spend money on that nobody attends
- Same offices, same advisors, same conversations, same numbers
- Scheduler/internal “can’t get you meetings” because there’s no real system
You’re busy. But your pipeline and sales aren’t predictable.
That’s not an effort problem. It’s an operating system problem
The Inner Circle: A Complete Operating System For Your Territory
The Inner Circle gives you a simple, proven way to run your territory on purpose, not by feel. You always know who to focus on, what to run each week, and how meetings turn into real business.
- Know exactly who to call, when to call, and why they should meet with you
- Keep 32–35 quality advisor meetings per month on your calendar
- Turn those meetings into clear proposals and closed business
- Plug your scheduler and internal into systems they can actually run
Why This Isn’t Just Another Sales Training
Instead of…
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Generic sales training from consultants who never wholesaled
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Random tactics you never implement
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Static courses built once and sold forever
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Promised results with no proof
You Get…
- Wholesaler‑to‑wholesaler training from someone with $200M+ in sales and three #1 territories
- A complete operating system that fills your calendar and converts meetings into business
- A living playbook updated monthly as markets and advisor behavior change
- Documented wholesaler results
Hi, I’m Matt — but most people know me as Matty D.
When I started wholesaling at Lincoln Financial in 2010, I inherited a dead Pacific Northwest territory. No momentum, no advisors, no strategy.
I worked 60+ hour weeks, driving nonstop, praying sales would come in the door. I knew this path led straight to burnout.
So I committed to figuring out the real blueprint to success.
Within two years, I grew that territory from last place to #1, 10Xing sales and earning millions in commissions. I’ve since repeated the same success in two other companies — with even faster results.
Now, I’ve condensed over 15 years of experience, thousands of meetings, and millions of emails, events, and calls into a proven system you can follow to achieve the same results
What's Included In the Inner Circle?
☑️ Personal Branding
Create a personal brand so strong advisors can’t ignore you. Stand out in a crowded market and attract meetings naturally.
☑️ Event Marketing
Run unforgettable events that deliver massive value, build your reputation, and get you in front of hundreds of advisors each month.
☑️ 5‑Step Sales Process Training
Step‑by‑step videos, checklists, and Salesforce fields to rank, stage, and move advisors from cold to heavy user.
☑️ Calendar‑Filling System Playbooks
Blueprints for digital events, creative campaigns, and in‑person events so your calendar is consistently full of quality meetings.
☑️ Creative Campaign Library
Plug‑and‑play email scripts and campaign templates that get responses from top advisors.
☑️ Discovery & Proposal Frameworks
Discovery checklists, questions, and proposal structures so meetings actually turn into clear next steps and new business.
☑️ Team Execution System
Training and scripts for your scheduler and internal so they become meeting machines instead of order‑takers.
☑️ Monthly Live Office Hours
Live calls where we break down what’s working now, answer your questions, and tune your specific territory.
☑️ Ongoing Updates
New campaigns, scripts, and positioning as the market changes, rates move, and advisor behavior shifts.
☑️ Value Adds for Advisors
Advisors don’t just want products — they want partners who help them grow their business. You’ll learn how to position yourself as that partner by teaching advisors practical strategies to make their practices more profitable.
Proven By Wholesalers In The Field
These are real wholesalers running real territories with this operating system
Chris – grew from ~ $5M to $25M per month in 15 months
Jim – went from ~ $8M to $16M per month in 4 months
Brad – 33‑year veteran who added $100M in 12 months
