Developing Strong Leaders for the
Commercial Equipment Finance and Leasing Industry
Training Opportunities
 On-Site Sales Training:

Wheeler Business Consulting offers customized one, two or three day training programs designed for sales teams between 3 and 30 individuals. Prior to the training an extensive interviewing process is conducted with the management team to ensure the proper topics are covered and the content is properly aligned with the  strategy of the client. The on-site sessions are interactive and engaging with exercises for team building and individual enrichment. Multi-day sessions may include one-on-one strategic discussions with the marketing management team and individual coaching for the sales staff. The on-site training programs include follow-up coaching sessions with the management and the sales team.

"On-Site Sales Training" is excellent for monthly, quarterly or annual SALES MEETINGS.


 Personalized One-on-One Coaching:

Wheeler Business Consulting offers customized one-on-one coaching for all individuals engaged in the equipment financing/leasing industry (i.e. owner, manager, originator, sales and credit personnel, etc.). Prior to engaging the service an extensive interviewing process is conducted with the participant and upfront expectations, objectives, and challenges are discussed to set the agenda. At the end of each session the participant and Scott Wheeler are assigned with a task to complete prior to the next session. The participant sets most of the agenda; however, each session includes analysis and suggestions by Scott Wheeler. Most coaching sessions are a minimum of four 1 hour sessions and are facilitated through a webinar conference call format. 

"One-on-One Coaching" is an excellent tool for individuals looking to move to the next level of their career development.

 
 Customized Group Webinars and Coaching:

Wheeler Business Consulting offers customized webinars for specific clients and their sales teams based upon individual needs and the markets they serve.  Group webinars usually cover targeted topics and offer specific solutions and suggestions to address individual challenges. Prior to group webinars an interview is usually conducted with the management and individual originators to develop a comprehensive webinar. The group webinars can be followed-up with individual coaching sessions for each participant.

"Group Webinars and Coaching Sessions" are excellent supplements for weekly sales meetings.


Public Webinar Series:

Wheeler Business Consulting offers periodic public webinar series which are designed for financing/leasing originators who seek to further develop their individual skills. The public webinars are designed to cater to a broader audience and to cover a variety of different topics relating to all aspects of the leasing process. The webinar series are an inexpensive, yet stimulating experience for individuals at all levels of industry expertise. Most participants have joined multiple webinars and found the content to be thought provoking and informative. Participants are encouraged to follow-up after each webinar with any questions or suggestions  for future topics.


"Public Webinar Series" provide innovative solutions for immediate implementation.