News

The latest news, stories, and resources from Executive Scheduling Associates

Emotional Decision Making

By ESA
05-Aug-2019
“Pain Point” is a phrase that’s been getting a lot of traction lately. When we talk of pain points, we are talking about a problem that needs a solution. The problem could be any.. More

Another Happy Client 7-29-19

By ESA
30-Jul-2019
We always get excited to work with a new firm and show them just how much their sales can improve when they have our schedulers manning their calendars. In June of 2019, scheduler Ashlee began.. More

Prioritizing Your Call Lists

By ESA
25-Jul-2019
Consistent and reliable sales depend on a lot of things, not the least important of which is call prioritization. When you’re staring at a list of 2,000 names, it’s easy to become.. More

Your Personal Value Proposition

By ESA
22-Jul-2019
When you go into a sales meeting, you sit with your potential client and expound the virtues of your product. It’s advantages, unique qualities and what sets it apart from its competitors. Y.. More

Body Language: What Are You Saying?

By ESA
01-Jul-2019
If you’ve made it to the point of being a financial advisor or wholesaler, you’re probably pretty well versed in what to do (and what not to do) in a professional setting. Strong h.. More

Adventures in Scheduling

By ESA
27-Jun-2019
We love it when our clients’ clients have fun senses of humor. Scheduler Melissa recently reached out to an advisor for a meeting with her wholesaler. The advisor wasn’t opposed to a m.. More

Personalized Outreach

By ESA
20-Jun-2019
You probably weren’t far into your sales career when you realized that cold calling is really not all it’s cracked up to be. Not only is it frustrating and time-consuming, it’s o.. More

Battling Drive Times

By ESA
13-Jun-2019
Your days go by quickly…you no sooner show up at your 8am breakfast than it’s suddenly 3pm and you’re racing back to your office to get some calls made. By the time you sit down.. More

Another Happy Client

By ESA
10-Jun-2019
About two months ago, wholesaler Lindsey partnered with ESA. Calling on independents, wire houses and banks, Lindsey has been selling 401k plans for ten years. She’d had a few false starts w.. More

The Lost Art of the Thank You Note

By ESA
06-Jun-2019
“The power of a handwritten letter is greater than ever. It’s personal and deliberate and means more than an e-mail or text ever will. It has a unique scent. It requires deciphering. B.. More

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