Increase your sales & have a full calendar
in 90 days
You are tired of having gaps in your calendar and running meetings with no clearly defined next steps?
You need the exact marketing campaigns, processes, and AI tools to book more meetings AND close more business without working more or burning out.
You are wholesaling alone and want to learn more about our community of 180+ wholesalers where we share whats working in the field and grow together.
VIDEO TESTIMONALS
Hear it from wholesalers in the Inner Circle
Ross had 170 registrations & 245 replay views on his first digital event.
One advisor said it was the most valuable event he has ever attended.
Kevin landed 4 of the largest allocations in company history with the 5 step meeting process.
William had the best quarter of his career and had 100 advisors attend his in-person event using the event playbook.
Jacob booked 40+ meetings and filled his calendar with one of the email strategies in the email playbook.
Advisors are getting harder to reach.
The old playbook is dead.
Advisors are meeting fewer wholesalers. Partnering with fewer firms. Returning fewer calls.
The best wholesalers win meetings with top offices by adding value, then keep that door open by continuing to deliver it.
“I just delivered your how to get in front of 720 HNW clients in 12 months value add. 50+ advisors were fighting to talk to me after my lunch & learn.”
- Zac W. Inner Circle Member
Creative Marketing
Get meetings with top advisors who ignore other wholesalers’ emails
We give you the exact creative campaigns so advisors respond to you when they won't respond to anyone else.
✓ Done-for-you email templates ready to deploy in your territory this week
✓ Strategies to build your brand and that get you in front of 20+ advisors in a single afternoon
✓ Creative emails using psychology to get advisors to open and respond
The Scheduling System
Fill your calendar every week without scrambling to book meetings
We give you system so you know who exactly who to contact, when and, why.
✓ Have a reason to follow-up with advisors vs. just “checking-in”
✓ Book 20–55 meetings per month consistently
✓ Never let a top advisor go cold or get taken by a competitor again
The Meeting Process
Walk into every meeting prepared and walk out with identified opportunities
We give you a process repeatable structure so every meeting is structured and ends with a clear next step vs. just a nice conversation.
✓ Know exactly how to prep and what to say based on where each advisor is in the relationship
✓ Done-for-you value adds that make you the most valuable person in their practice
✓ Discovery process to uncover hidden opportunities to close more business
✓ Every meeting ends with a proposal and the next meeting booked before you walk out
The Scheduling System
Run events that 150+ advisors show up to
We give you the complete event playbook so every event fills your pipeline and builds your reputation as the #1 wholesaler in your territory.
✓ Done-for-you marketing campaigns and post-event follow-up sequences
✓ Creative event ideas that advisors actually want to attend
✓ How to turn event declines into one-on-one meetings
✓ How to use events to establish yourself as the go-to wholesaler in your territory
✓ Strategies to drive attendance without blowing your budget
The Meeting Process
Save 10+ hours a week with an AI workspace built for wholesalers
The Death Star is your AI workspace built specifically for wholesalers — handling advisor research, event planning, marketing campaigns, and relationship management all in one place.
✓ Full advisor profile and personalized talking points before every meeting
✓ Prep for any meeting in under 5 minutes — even when traveling
✓ Researches venues and speakers, writes your full event campaign in 5 minutes
✓ Researches every advisor for personalized outreach that gets meetings
✓ Recommends gifts based on each advisor's profile
✓ Tracks opportunities so nothing ever falls through the cracks
No AI to learn — get all the power of AI for your business without having to figure out how to use it.
Everything inside the Inner Circle
Everything you need to fill your calendar, dominate your territory, and build a career that doesn't depend on product performance.
Join today and get 6 free bonuses valued at over $8,000.
Everything below is included free with every Inner Circle membership.
Join the Inner Circle in
3 Easy Steps
Join 180+ of the top wholesalers in the industry
Results from wholesalers part of the Inner Circle
Results may vary and are not guaranteed . Names and firms withheld per financial industry compliance requirements.Meet the Co‑Founders
When you work with 10X Wholesaler, you’re working directly with the person who built the system in 3 different territories and the person who knows how to roll it out and make it stick inside complex organizations.
Matt DiFerdinando – “Matty D”
Co‑Founder, Head of Wholesaler Strategy
Matt has spent 20+ years as an external wholesaler, taking three different territories from dead last to #1. Not because he had the hottest product or the easiest market, but because he built a repeatable way of working .
He created 10X Wholesaler after seeing the same problems everywhere: product‑first messaging, empty or chaotic calendars, underused internals, and events that didn’t move the needle. The frameworks in the Inner Circle and our enterprise programs come straight from:
Over two decades in the field.
Ongoing conversations with top wholesalers about what’s working now
Interviews with top advisors on why they say yes to one wholesaler and ignore another
If it doesn’t work in the field, it doesn’t make it into the program.
Christina DiFerdinando
Co‑Founder, COO
Christina’s background is in healthcare and health‑tech, where she worked inside an incubator that built and scaled technology for large healthcare organizations. Her specialty: driving adoption. She led teams responsible for getting busy professionals to actually use new tools, and for shaping product features and use cases around real‑world workflows.
At 10X Wholesaler, Christina is responsible for making sure everything we teach is:
Simple to implement inside your existing tech stack
Easy for externals, internals, and leaders to adopt
Continuously improved based on data and feedback from the field
Frequently Asked Questions
-
It’s a digital course that is self-paced.
You’ll get access to video trainings, step-by-step playbooks, templates, scripts, and ongoing updates — all in one place you can log into anytime.
-
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. The Triangle Framework that drives everything is: Value + Relationship = Product Adoption.
The business is the outcome, not the entry point. That works regardless of what you sell.
-
Honestly, it's the best time.
The Inner Circle is specifically built for wholesalers building from scratch — identifying the right advisors to prioritize, establishing your brand fast in an unfamiliar market, and creating early wins that compound.
Several of our highest-performing members joined in their first 60-90 days in a new role or territory.
-
This isn’t about starting from scratch — it’s about scaling faster and smarter. Many experienced wholesalers hit a plateau because they rely on old-school tactics or repeat the same year without new growth.
The Blueprint shows you how to optimize what’s already working, plug the gaps in your sales process, and add new strategies (like webinars and scalable value-adds) that your competition probably isn’t using.
-
Many do. About 60% of our members pay out of pocket because of the ROI — one new advisor relationship more than covers the annual cost.
But a growing number of firms are covering all or part of the membership cost. -
The Inner Circle is built to its easy to implement.
We provide you the exact scripts, campaigns, and processes so you can plug and play into your territory.
All you need is 1-2 hours per week. The wholesalers who say they're too busy are usually the ones who need this most. -
You start with a 1-hour kickoff call with Matt where he understands your goals, territory, and your challenges.
Based on that call, he’ll provide a recommendation on where to get started.By 60 days, most members have had at least one early win.
We walk you through everything step by step — you're never figuring it out alone.
-
Matt is still in the field. He's not a coach who left wholesaling 20 years ago and now teaches from a whiteboard.
He built these systems while running his own territory, took three regions to #1, and has been refining the playbook weekly.
-
The entire Inner Circle 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.
Several of our members at firms with the heaviest restrictions have found this to be one of the unexpected advantages of the system.
-
Because wholesaling is always evolving. Markets shift, advisor expectations change, and what works today may not work tomorrow.
A subscription model allows me to continually update the program with fresh, field-tested strategies, weekly “What’s Working” videos, and new tools so you’re always ahead of the curve.
Every month, you’ll also receive:
Fresh marketing campaigns to plug directly into your business
Email templates that fill your pipeline and boost event attendance
Event ideas and calendars that attract high-value advisors
Exclusive interviews with top wholesalers and advisors so you can learn what’s working for the best in the industry
That way, you’ll never fall behind. Instead, you’ll always have the most current and effective resources at your fingertips.
-
The program is designed for busy wholesalers. Expect to dedicate about 1–2 hours per week to go through the material and apply it.
Each lesson is focused, actionable, and designed to be implemented right away — so you can start seeing results quickly without overwhelming your schedule.
-
Results vary by territory, product, and how consistently you implement.
What we can tell you is what members have achieved: one member went from $15K to $165K in a single commission month after implementing the playbook.
Another added $100M in new production over 12 months. A first-time event host generated 170 registrations and 80 replay views.
150–200 advisors per digital event is typical for active members.
-
Timing is rarely perfect.
What we know is that wholesalers who wait for the perfect moment usually spend another quarter doing the same thing and getting the same results.
The top wholesalers in the country are already inside.
You can keep doing what you're doing.
Or you can join the Inner Circle that's helping 160+ wholesalers fill their calendars, dominate their territories, and build careers that don't depend on product performance.