Do You Want To Increase Your Sales
Without the Burnout?
The Inner Circle is the only financial wholesaler training built for and tested by wholesalers.
Built by a wholesaler that has taken three territories from last to #1
Proven by members growing from ~ $5M→$25M/month, $8M→$16M/month, and $100M additional sales in 12 months
If You’re Honest, This Is How Your Territory Feels
Most wholesalers are working hard but still running their territory on hope and hustle
- Inconsistent meetings
- Meetings that quietly go nowhere
- Events you spend money on that nobody attend
- 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.
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
- Turn your scheduler and internal from admins to partners to close more business
- Creative marketing strategies to differentiate yourself from other wholesalers & get responses from advisors
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 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.
Look, I get it. Your calendar's got 3 meetings this week when you need 15. You've been calling that $500M advisor for years—nothing. You had a killer meeting last week, got to your car like "that was awesome," and now a month later you can't get back on the calendar.
Meanwhile, your sales goal just went up again.
I've lived all of that. Every bit of it.
I'm an active wholesaler, just like you. I've taken 3 territories at 3 different companies from dead last to #1.
That's why I built The Inner Circle.
Most wholesaler training is built by consultants who've never felt what you feel—the panic of an empty calendar, the frustration when your scheduler can't get meetings, the gut punch of when only 5 people show up to your events. They teach theory that sounds good but falls apart in the field.
The Inner Circle is different. It's a complete system that fills your calendar, converts meetings into business, and skyrockets your sales. Systematically.
But here's what makes this different: I'm not the only one getting results.
- Chris, third-year wholesaler, went from $5M to $25M per month in 15 months. Low performer to top quartile.
- Jim doubled his sales in 4 months. $8M to $16M per month.
- Brad, 33-year veteran already at $250M, added another $100M in 12 months.
- Ray did $5M in one week with our client lunch campaign.
One member couldn't crack a $500M advisor for 6 years—used our referral strategy, got the meeting, she's made $400,000 in commissions.
Another saw 130 advisors in one day with our Crumble Cookie campaign. "Most fun day I've had in my entire career."
And this isn't a static course you put on a shelf. Every month, I'm interviewing top wholesalers and advisors. When the market shifts, we shift with it. When advisors ignore generic outreach, we roll out new campaigns. You get updates in real-time.
You're not buying a course. You're joining an system built by wholesalers and a community to get the best ideas from top wholesalers in the country.
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
