Do You Want
To Increase Your Sales Without the Burnout?
The Inner Circle is wholesaler training built and battle-tested by wholesalers — giving you the strategy and systems to 10X your sales without burning out.
Built by a wholesaler that has taken three territories from last to #1
Proven by members growing monthly sales from $5M→$25M , $8M→$16M, and $100M additional sales in 12 months
DOES THIS FEEL FAMILIAR?
You open your calendar on Monday and see three meetings when you know you need fifteen.
You’ve been calling on the same big offices for years and still can’t get in the door.
You walk out of a “great” meeting, sit in your car thinking, that was awesome… and a month later nothing has happened.
You drop $2,000 on an event and only 5 advisors attend.
Your scheduler or internal is making 150 calls a week but your calendar is still empty.
You’re working hard, you know your products, you’re likable… and you’re still getting average results.
That’s not an effort problem.
The Real Problem (It’s Not Your Work Ethic)
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If your calendar is empty, it’s a strategy problem.
Who you’re targeting, how you’re positioned, and what you’re asking for.
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If you have meetings that go nowhere, that’s a systems problem.
No consistent discovery, no clear proposal, no next meeting booked, no follow‑up rhythm.
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If your emails, invites, and events look like every other wholesaler’s, that’s a creative marketing problem.
Advisors have no reason to pay attention.
Most wholesalers are:
Shooting from the hip with no real process
Sounding like everyone else in the inbox
Wasting time on low‑producers while top advisors ignore them
Watching deals slip through the cracks because there’s no accountability
You don’t need another motivational talk.
You need a way of working that actually survives the field.
What is the Inner Circle?
Strategies for how top wholesalers think about their territory, goals, and week
Systems to run your pipeline so every meeting has a purpose, a proposal, and a clear next step
Creative marketing campaigns that get advisors to open, respond, attend events, and take meetings
Same strategies and campaigns I used to take three territories from last place to first and drive over millions in sales.
Meet the Co‑Founders
When you work with 10X Wholesaler, you’re working directly with the person who built the system in real 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
What Get When You Join
The 5‑Step Sales System
How to rank and prioritize advisors, run discovery, make proposals, and always know “who does what next” so meetings don’t die in no man’s land.
The Calendar‑Filling System
Concrete ways to go from “three meetings this week” to a steady flow of high‑value meetings using digital events, in‑person events, and creative marketing campaigns.
Discovery & Proposal Frameworks
The questions, checklists, and structures that turn “good meetings” into clear proposals tied to the advisor’s goals, not just product pitches.
Creative Campaign Library
Proven marketing campaigns I’ve used to get meetings with top producers, plus event ideas with the exact emails, invites, and follow‑ups you need to stand out from every other wholesaler and get advisors to attend your events.
Team Execution System
Simple, repeatable directions your scheduler and internal can follow so they actually get you meetings instead of burning dials.
Ongoing Updates & Live Support
Monthly live office hours, weekly "whats working" videos, new marketing campaigns, and refinements so you’re not stuck with tactics that worked five years ago.
Real World Results
Wholesaler (3rd year)
$5M → $25M per month in 15 months
"I was a third-year wholesaler stuck around $5M a month. Fifteen months after plugging into the 10X system, I'm doing ~25M a month and I'm now one of the top producers on our team."
— External Wholesaler, Mutual Funds
Wholesaler (33-year veteran)
$250M → $350M in 12 months
(+$100M in one year)
"I've been wholesaling for over 30 years. In 12 months I added about $100M in new production by tightening my calendar, discovery, and follow-up the way Matt teaches."
— External Wholesaler, 30+ Year Veteran
Cracked a $500M advisor after 6 years — $400K in commissions
"Couldn't get a meeting with a $500M advisor for 6 years. Used the 10X referral strategy, got the meeting, and she's made $400,000 in commissions from that one relationship."
— External Wholesaler
Wholesaler (mid-career)
$8M → $16M per month in 4 months
"In 4 months I went from averaging about $8M a month to consistently doing $16M. Same territory, same lineup. The difference was having a system for who I met with, how I ran meetings, and how I followed up."
— External Wholesaler, Annuities
$5M in one week
"Used the client lunch campaign from the 10X system and did $5M in production in a single week."
— External Wholesaler
130 advisors in one day
"Saw 130 advisors in a single day using the Crumbl Cookie campaign. Most fun day I've had in my entire career."
— External Wholesaler
How To Get Started
1.Watch the free 10X Wholesaler Training
See the strategy, systems, and campaigns laid out in detail.
2. Decide if this is how you want to run your business
If you see your own territory in the examples, you’re in the right place.
3. Join The Inner Circle and implement
Get the full training, tools, and support to stop guessing and start running a proven way of working.
Frequently Asked Questions
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That’s actually one of the best times to go through this program. Instead of spending years “figuring it out” the hard way, you’ll get a proven roadmap you can plug into from the start.
The systems inside the Blueprint don’t require you to already have a book of business — they show you how to build one.
For internals, the program helps you become indispensable to your externals by understanding how to prospect, schedule, and add value in a way that fast-tracks your career.
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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.
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Most sales programs teach generic techniques or high-level theory. The 10X Wholesaler Inner Circle is built by a wholesaler, for wholesalers.
Every strategy inside has been tested in the field — with three territories that went from last place to #1. You’re not just learning concepts; you’re getting plug-and-play systems, scripts, templates, and processes that you can implement immediately.
Plus, you’ll learn how to add unique value for advisors so they see you as a trusted partner, not just another rep.
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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.
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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.
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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.