How the Best Wholesalers Use Their Schedulers
Episode Summary
In this episode, Executive Scheduling Associates COO, Keri Gentry, shares proven strategies for maximizing your scheduler’s effectiveness. Successful wholesalers follow four key principles: data quality, strategic rotation, effective communication, and teamwork. Learn how clean, organized data leads to better meetings, why proactive scheduling prevents last-minute scrambles, and how consistent communication improves results. Plus, discover why treating your scheduler as a true team member elevates your success. Tune in for actionable insights that can transform your scheduling approach and help you build a more efficient, high-impact calendar.
Resources
Here’s a Tip & a Trick
The Risks of a Guarantee: Why Guaranteeing a Number of Meetings is a Bad Plan
Wholesalers often hear that success is just a numbers game—more calls, more meetings, more sales. But guaranteeing meetings based on sheer volume is a bad plan. Quality matters just as much as quantity. Up-to-date data ensures schedulers reach the right people, while tracking results over time refines strategy. Treating your scheduler as part of your team improves communication and results. Instead of chasing numbers, focus on meaningful meetings that drive real business. Smart scheduling leads to better sales—not just more calls. Watch this month's tip & trick video or read our blog to learn more.
Meet the Coaches
Mitch Santala
Mitch Santala is the CEO and co-founder of ESA with over 30 years of entrepreneurial leadership. ESA supports over 500 sales men and women in the financial industry with world class appointment setting services.
Keri Gentry
As the co-founder and COO of ESA, Keri is passionate about helping financial wholesalers schedule meetings that matter, by ensuring superior quality of service and calendar integrity for our clients.
