Spread the year across four payments.
- $1,250 every 3 months
- Total over 12 months: $5,000 (normally $7,000)
- Works out to $416/month
Same 12-month access, split into 4 payments.
200+ of the top wholesalers in the industry are already inside. One new advisor relationship covers the whole year.
Membership
Pay up front, pay less.
Spread the year across four payments.
Same 12-month access, split into 4 payments.
For wholesalers who are all-in and want the lowest rate.
Best if you know you're serious and want the lowest total investment.
Both options are a 12-month membership. The regular price is $7,000 a year — paying up front is what brings it down.
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.
New marketing campaigns to plug into your territory, email templates that fill your pipeline and boost event attendance, and event ideas that attract high-value advisors.
Markets shift and advisor expectations change. The program is updated weekly so you're working from what's landing right now, not last year's playbook.
He learns your goals, territory, and challenges, then tells you exactly where to start. Most members have an early win by day 60.
The bonuses
Included free with every Inner Circle membership — quarterly and annual alike.
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 freeWhat members say
Individual results, self-reported by members and shared with permission. Results may vary and are not guaranteed.
It's my 22nd year of wholesaling and joining the Inner Circle is the best decision I've ever made in my career. We had four $10–$15 million opportunities come in over the course of four months — directly from implementing these strategies. It's been a game changer. The number one thing I love is the reduction of anxiety. I know exactly what I need to be doing, I know exactly what works, and I'm no longer wondering or shooting from the hip. Do it. In a heartbeat.
Kevin 22-year wholesaling veteranOver the last three weeks, I've gotten about 160 contracts to review — and it's all because of MattyD's approach and his 3D annuity process. The next day I'm getting 10, 15, 20 contracts. Everything is done for you: the email templates, the event scheduling, how to identify the best reps in your territory. You don't have to think — it's already set up for you to succeed. Invest in yourself. This will change not only your territory, it will change your life.
Delze External wholesaler, PennsylvaniaIf you want to be in the top 1% of your community and all the rewards that come with it — you've got to know Matty D. He does a better job than any 10 wholesalers. He brings together a massively powerful knowledge of how the modern world of finance, marketing, and growth work — video, AI, generational dynamics — and that's a rare gift. Book time with Matty, and you'll come away a winner. It's just that simple.
Don Financial advisor & 15-year industry colleagueNames and firms withheld per financial industry compliance requirements.
Questions about paying
Nothing except the payment schedule. Both are a 12-month Inner Circle membership with the same training library, the same Death Star AI access, the same monthly coaching calls, the same community, and all six bonuses. Annual costs $500 less over the year because you pay it up front.
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. If you need an invoice or a summary to send to your manager, ask and we'll send one.
Because wholesaling is always evolving. Markets shift, advisor expectations change, and what works today may not work tomorrow. A subscription lets Matt keep updating the program with field-tested strategies, weekly "What's Working" videos, and new tools. Every month you also get:
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. Plan on 1–2 hours a week.
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.
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.
Book 30 minutes with Matt. Share your goals and challenges, and he'll tell you whether the Inner Circle is the right fit — including if it isn't. Book a call.
The last word
Quarterly if you want to spread it out. Annual if you want the lowest rate. Either way it's the same 12 months, and the same room of 200+ wholesalers filling their calendars and dominating their territories.