Booked Solid · Replay
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How to keep your calendar booked with quality meetings

Replay price

Join the Inner Circle for $4,500

  • Regular price is $7,000 a year. Watching the replay takes $2,500 off.
  • Free lifetime access to the Death Star. I'm planning to charge $6,000–$12,000/yr for it.
  • A one-hour strategy session with me to dial in your Q4.
  • Add your internal for $1,000 more.
$7,000$4,500
per year · $5,500 with your internal
Join the Inner Circle →
210+ wholesalers inside
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The old way

Sound familiar?

80% of your inputs producing 20% of your output. It works, sort of. It's also exhausting.

What you've been told to do
  • Smile and dial. One more call a day just gets you one more voicemail.
  • The drop-off delusion. It worked once in 2014, so now it's a TED Talk.
  • Driving all over creation. I put 50,000 miles on a Ford Explorer my first year.
  • The Hail Mary email merge. Blast 2,000 advisors with "Hi [name], I'll be in your area."
  • The product update fantasy. No advisor has ever woken up wishing for a better fund.
  • The eternal follow-up loop. Product follow-up is exactly where you get ghosted.
  • Fake value. "We'll put together the optimal portfolio." Translation: we have a Morningstar subscription.
What it actually gets you
  • You work all day and can't name what you accomplished.
  • Burnout. Mainlining coffee, questioning your life choices by Wednesday.
  • Wholesaler Groundhog Day. Same week, same offices, same pitch.
  • No access to the top offices. The same faces at every lunch.
  • Feast or famine. Slammed one week, empty the next.
  • The excuse factory: summer slowdown, tax season, bad territory, my internal, the product.
  • Meetings that don't convert. 100 meetings times zero is still zero.

It's not you, and it's not your territory. It's that you don't have a system.

Inside the training

Three ways to fill your calendar

1

Host a digital event every 4 to 6 weeks

  • One every 4–6 weeks. 8–12 a year, and each one costs you one hour.
  • Members are seeing 100–1,100 attendees a month, 1,000–5,000 a year.
  • 90% of people who register will take a meeting with you.
  • An advisor needs about seven hours with you before they'll do business and refer you. One event with 400 people is 400 hours of watch time for one hour of yours.
  • Four formats: the advisor interview, the industry-leader interview, the big-boss interview, and the quick-hit value-add call.
2

Get the meeting even if they can't come

  • Only about 40% of registrants ever attend, so stop waiting for the event to get the meeting.
  • Zoom emails you the second somebody registers. Forward that email straight to the advisor. They're sitting at their computer and reciprocity is at its peak.
  • Don't go for the meeting. Be cool. One bonus, one personal detail: "Noticed on your website you enjoy hiking. Any hikes you'd recommend in Idaho?"
  • That exact email got a billion-dollar advisor to send back 20 pages of hikes. I did one of them, sent him a photo, and got walked around a 20 to 30 advisor office.
  • Close with the reflexive property: "If not, no big deal, I know you're super busy." People reply with the opposite.
3

Increase attendance at your in-person events

  • 2–4 events a month, 100–400 attendees. Fun events, conferences, lunch and learns, OSJ events, happy hours.
  • When your internal cold calls for a meeting: low pickup, low interest, low conversion. When they call to invite someone to a VIP event: high pickup, high interest, high attendance. The event gets you the meeting.
  • 20 dials a day from your internal and 20 from your scheduler regularly produces 5–10 registrations a day.
  • Don't leave a callback number on the voicemail. Nobody calls back. They just need to see that you called.
  • Budget is not the constraint. I ran a $10,000 Mariners suite for $0 by inviting other wholesalers to chip in $1,000 each.

Results from the Inner Circle

$20K → $165KChris · monthly commission, 15 months
400Registrants on Ross's first digital event
1,100Attendees on one advisor interview

Kevin

Ran five call-in-a-favor advisor interviews this year and is now the number one wholesaler in his entire channel. He told me they've been more impactful than anything he's ever done.

Brad

33 years in the business. Best year of his career, and he took the most time off he ever has. "To be honest, I don't need the money. What made me happy is the time with my family."

Pat

Early career. Just named wholesaler of the year at one of the largest investment firms in the nation.

Jim

Mid-career. Doubled his monthly run rate in six months.

Matt

Just hit his first $150,000 month.

Tim

30 years in, badly burnt out. Running these strategies and completely reinvigorated.

Michael

1,200+ attendees year to date across his digital events.

Zac

75 advisors on his conference cruise. One January email got 327 replies. Half converted to meetings.

Pete

Ran the 5-step meeting process and got rebooked with a $4 billion Morgan Stanley team that wants to allocate.

"I just walked through the five-step process on my first meeting and literally walked away with $20 million of opportunity."

Annuity wholesaler · Inner Circle member

"Matty D's teachings work. The best investment is not in any ETF or annuity. The best investment is in yourself."

Ben · Inner Circle member

"This program is legit. Everything here is done for you. Plug and play. Watch your relationships grow."

Bill · Inner Circle member

"There is so much gold here. New record for the amount of pictures and notes I took in one Zoom."

Michael · Inner Circle member

Member results. Outcomes vary and are not guaranteed. Video testimonials at 10xwholesaler.com.

Why this isn't another course

Every other coach hands you the ingredients

The Blue Apron method
  • Find the speakers yourself
  • Write the six-week email campaign
  • Write the six-week activity campaign
  • Write the call scripts for your internal
  • Build the interview flow and the questions
  • Spend your weekends building value-adds
The Inner Circle method
  • A speaker directory with contact info. They want to work with you
  • The full six-week email campaign, written
  • The registration-to-meeting sequence and the post-webinar email
  • The call scripts for you, your internal, and your scheduler
  • 100+ in-person events with the exact invite emails
  • The done-for-you value-adds, already recorded

You don't need a thousand ingredients. You need the meal.

The offer

The 10X Wholesaler Inner Circle

The full Territory Dominating Operating System, plus the AI workspace that builds your campaigns for you.

What you get every week
✓The weekly video20 minutes. What's working in the field right now, plus the exact campaign to run that week
✓The full module libraryBrand, email mastery, digital events, in-person events, scheduling, the 5-step meeting process, how to work your OSJs, introductions, the internal playbook
✓Done-for-you value-addsRecorded and scripted, so you get the value-adds without spending your Saturdays building them
✓What's Working in the FieldEvery two weeks I interview a member on exactly what's producing for them
✓The community210+ wholesalers, a member directory to find partners, and monthly community calls
Bonuses for joining from the replay
★Free lifetime access to the Death StarThe AI workspace: advisor research, the 6-week campaigns, micro-holiday emails, gift recommendations, shared speakers. Planned pricing is $6,000–$12,000 a year
★A one-hour strategy session with meIdentify what's holding you back and dial in your system through Q4
★The new wholesaler Slack channelReal-time answers from me and 210+ members
★The 5-step meeting processGetting meetings is the easy part. This is how you get the most business per meeting
★The ultimate guidesLunch and learns, 10 golf plays, baseball, football. Enough to fill a season
Regular price $7,000 a year
$4,500
per year · add your internal for $1,000 more

Replay price holds until Friday, August 21.

Be honest with yourself

This isn't for every wholesaler

Join if…

  • ✓You want the system, not another pile of ideas.
  • ✓You'll run one digital event in the next 4–6 weeks.
  • ✓You're willing to lead with the advisor's business instead of your product.
  • ✓You have 20 minutes a week for the video.

Skip it if…

  • ✕You're looking for a better product angle.
  • ✕You want somebody to run your territory for you.
  • ✕You'd rather keep making one more dial.
  • ✕You're happy with how the calendar looks.

Before you join

Frequently asked questions

I'm already busy. I don't have time to add more to my plate.

The Inner Circle is built so it's easy to implement. You get the exact scripts, campaigns, and processes to plug into your territory. All you need is 1 to 2 hours a week. The wholesalers who tell me they're too busy are usually the ones who need this most.

Will my firm pay for this?

Many do. About 60% of our members pay out of pocket because of the return, since one new advisor relationship more than covers the annual cost. But a growing number of firms are covering all or part of the membership. It's always worth asking.

What does it cost?

$7,000 a year normally. $4,500 if you come in from this replay. Add your internal for $1,000 more.

What does the first 60 days actually look like?

You start with a one-hour kickoff call with me, where I get your goals, your territory, and what's in your way. Off that call I'll tell you where to start. By 60 days most members have had at least one early win. We walk you through it step by step. You're never figuring it out alone.

How is this different from other sales coaching programs?

I'm still in the field. I'm not a coach who left wholesaling 20 years ago and teaches from a whiteboard. I built these systems running my own territory, took three regions to number one, and I refine the playbook every week.

Does this work for my product type?

Yes. We have members across mutual funds, annuities, alternatives, structured notes, interval funds, and private market products. The system is built around advisor relationships, not product pitches: value plus relationship equals product adoption. The business is the outcome, not the entry point.

What if my firm has strict marketing compliance requirements?

The whole system is built around value-first content: advisor education, business-building resources, and relationship campaigns that don't mention product. Content that doesn't pitch product passes compliance review more easily. Members at firms with the heaviest restrictions have found this to be one of the unexpected advantages.

I just started a new territory. Is this the right time?

Honestly, it's the best time. The Inner Circle is built for wholesalers starting from scratch: which advisors to prioritize, how to establish your brand fast in an unfamiliar market, and how to create early wins that compound. Several of our highest-performing members joined in their first 60 to 90 days in a new role.

I'm interested but the timing isn't perfect right now.

Timing is rarely perfect. What I know is that wholesalers who wait for the perfect moment usually spend another quarter doing the same thing and getting the same results.

Two ways to go from here

You can start Monday either way

Replay price

You already know

Come in at the replay price. First thing we do is the one-hour strategy session to dial in your system through Q4.

$7,000$4,500
per year · $5,500 with your internal · holds until Friday, August 21
Join the Inner Circle →

You've got questions

Grab 10 or 15 minutes with me and get any question about your territory answered. No pitch.

Book a call with me →
10–15 minutes

Your wins are what get me up in the morning. Let's fill that calendar.

10X Inner Circle · replay price $7,000 $4,500/yr