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 working with a small mutual fund wholesaling company. After establishing priority prospects and creating call lists, Ashlee set out to schedule appointments. In her first two days of making calls, Ashlee set ten appointments for her new client! We look forward to the opportunity to do the same for the rest of their wholesaling team in the near future.