You: “Thanks so much for the great meeting. I’m looking forward to working with you!”
Prospective Client: “Me too! Let’s connect again next week to discuss some .. More
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
When you think of hiring a service, what do you see? Probably something like an exchange of money for a certain outcome. You might hire an Uber with the outcome of getting to the airport. Or maybe.. More
If you’re in sales, you’ve had that moment. You know the one…where your carefully planned week crumbles to nothing before your very eyes. The one where you had 19 appointments s.. More
Variable annuity wholesaler Kyle partnered with Executive Scheduling Associates in 2014 to help fill his calendar with meetings covering wire houses and independent advisors. He was assigned to lo.. More
That’s it…you’ve had it. There just aren’t enough hours in the day to get everything done, especially the time-consuming but all-important task of setting appointments. It.. More
One of the biggest concerns for those hiring outside help is data integrity. If you are going to share important client data that could contain personally identifiable information, you need to be .. More
With the holidays quickly approaching, we are all looking forward to a little time off, winding down the year with family and friends. And, if you’ve hit the sweet spot, you’ve got a .. More
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
