The exact marketing campaigns, processes, and AI tools to book more meetings and close more business — without working more or burning out.
Video testimonials
3:10
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.
3:31
Kevin landed 4 of the largest allocations in company history with the 5 step meeting process.
4:29
William had the best quarter of his career and had 100 advisors attend his in-person event using the event playbook.
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Jacob booked 40+ meetings and filled his calendar with one of the email strategies in the email playbook.
Individual results, shared with permission. Results may vary and are not guaranteed.
The problem
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 200+ wholesalers where we share what’s working in the field and grow together.
The shift
The old playbook
Advisors are meeting fewer wholesalers. Partnering with fewer firms. Returning fewer calls.
What works now
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
We give you the exact creative campaigns so advisors respond to you when they won't respond to anyone else.
Illustrative layout. The real templates are inside the Inner Circle, ready to deploy.
We give you a system so you know exactly who to contact, when, and why.
Illustrative week. Your territory, your advisors, same structure.
We give you a repeatable structure so every meeting ends with a clear next step vs. just a nice conversation.
Illustrative structure. Your advisors, your products, same arc.
We give you the complete event playbook so every event fills your pipeline and builds your reputation as the #1 wholesaler in your territory.
Illustrative campaign. Your event, your territory, same structure.
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.
No AI to learn — get all the power of AI for your business without having to figure out how to use it.
About them
What Death Star built for you
Sample brief. No real advisor data shown.
What's included
Everything you need to fill your calendar, dominate your territory, and build a career that doesn't depend on product performance.
Every system, script, and playbook — from building your brand, scheduling, events, the 5-step meeting process, and more.
Research any advisor, plan your events, generate marketing campaigns and personalized outreach in under 60 seconds.
Connect, share what's working, and get ideas from other top wholesalers.
Direct access every month. Bring your toughest territory challenges and leave with a clear next move.
The bonuses
Everything below is included free with every Inner Circle membership.
12-month event calendar fully built. 6-week email campaigns, invitation sequences, scripts, and sponsor templates.
Included freeMatt interviews top producers in the country to find out what's working — turned into actionable takeaways you can use immediately.
Included freeDone-for-you resources you can bring to advisors to help them grow their practice.
Included freeMatt maps your territory with you and identifies the highest-leverage moves to make first.
Included freeMost wholesalers underutilize their internal. This playbook shows you exactly how to spot more opportunities and close more business together.
Included freeHow to use OSJs and advisor relationships to get introduced to top producers, land meetings you couldn't book alone, and close faster.
Included freeThe results
Results from wholesalers part of the Inner Circle.
Individual results, self-reported by members. Results may vary and are not guaranteed.
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.
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.
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.
Saw 130 advisors in a single day using the Crumbl Cookie campaign. Most fun day I've had in my entire career.
After implementing the playbook, I went from $15K to $165K in a single commission month. I never thought a change in process could move the needle that fast.
Before joining I was lucky to get 20 people to show up. Now 150 advisors are attending my events per month. The done-for-you playbooks changed everything.
Death Star found that my advisor posted about his Porsche collection on LinkedIn. The AI built a personalized outreach email referencing it — he replied within an hour. I got a meeting with someone I'd been trying to reach for months.
Results may vary and are not guaranteed. Names and firms withheld per financial industry compliance requirements.
The process
Share your goals and challenges. He'll determine if the Inner Circle is the right fit for you.
If you're a fit, you'll receive a link to sign up & book your 1:1 coaching session. After you join, you'll receive onboarding emails to help you get started.
Engage with the community and stay up to date with what's working in the field.
Who you'd be working with
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 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:
If it doesn't work in the field, it doesn't make it into the program.
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:
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 so it’s 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:
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 last word
You can keep doing what you're doing. Or you can join the Inner Circle that's helping 200+ wholesalers fill their calendars, dominate their territories, and build careers that don't depend on product performance.