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Training and Executive Coaching Services

Wheeler Business Consulting equips professionals in the commercial equipment finance and leasing industry with the skills, strategies, and leadership tools they need to thrive — from the front lines to the executive suite.

Comprehensive Professional Development

Wheeler Business Consulting offers personalized training for sales, credit, operations, and portfolio management professionals. Wheeler Business Consulting's training and executive coaching services include group training sessions and one-on-one coaching for seasoned professionals, managers stepping into new roles, and individuals beginning their careers. Scott Wheeler brings a comprehensive understanding of the finance and leasing process, helping professionals realize their full potential.

On-Site Training

On-Site Sales Training

Wheeler Business Consulting's customized one-, two-, or three-day sales training programs are designed for teams of all sizes and experience levels. Each program begins with an extensive interview process with the management team to ensure alignment with company goals.
Sessions are interactive and engaging, blending team-building exercises with individual skill-building. Multi-day sessions may also include one-on-one strategic discussions with marketing leadership and individualized coaching for sales staff. To ensure lasting impact, follow-up coaching sessions are provided for both management and the sales team. These programs are ideal for monthly, quarterly, or annual sales meetings.

On-Site Training for Credit, Operations, and Portfolio Management

Wheeler Business Consulting provides customized training programs for operations, credit, and portfolio management teams. Each training program begins with an in-depth interview process to align content with client strategy.
The training sessions emphasize industry best practices and identify process bottlenecks to be rectified. A primary goal is protecting asset quality while creating systems that ensure sustainable portfolios. Wheeler Business Consulting emphasizes integration between sales, credit, documentation, funding, and portfolio management, helping organizations achieve long-term sustainability and efficiency.

Executive Coaching

Wheeler Business Consulting's executive coaching services offer one-on-one coaching for individuals in the equipment finance and leasing industry, including owners, managers, originators, sales personnel, credit professionals, and more.
Before coaching begins, Scott Wheeler conducts an extensive interview with the participant to define expectations, objectives, and challenges. While the participant sets much of the agenda, each session includes analysis and recommendations from Scott Wheeler. Coaching programs typically include at least four one-hour sessions conducted via webinar conference calls. This personalized approach is an excellent tool for career development and for professionals seeking improved outcomes from their teams.

Why Wheeler Business Consulting's Approach Works

With more than four decades of industry experience, Wheeler Business Consulting ensures that training and executive coaching services are practical, results-oriented, and tailored to each client's needs. Scott Wheeler’s expertise in sales, credit, operations, and portfolio management makes Wheeler Business Consulting's programs uniquely positioned to drive measurable results. The path to success begins with developing strong professionals and effective teams. Wheeler Business Consulting's training and executive coaching services are designed to elevate performance, enhance leadership, and strengthen commercial equipment finance and leasing organizations.