The Blog
ESA’s blog offers encouragement and insights for Financial Wholesalers in scheduling meetings that matter.
Why Financial Professionals Do Some of the Most Important Work
One of the most challenging tasks a financial professional performs is helping families believe in their financial potential. We think it's also some of the most meaningful work a person can do.
How Financial Wholesalers (Almost) Guarantee Results from Their Schedulers
One of the most common questions we are asked when offering services to financial wholesalers is, "Do you guarantee meetings?"
How Financial Wholesalers Get the Most Out of their Appointment-Setters
If you’re a financial wholesaler, here are three tips to get the best results from your appointment-setter: define success, set clear success targets, and then get out of the way.
Crucial Questions when Financial Professionals Shop for Appointment Setting Services
Are you a professional in the financial industry looking for a scheduler? Here are the most important questions to ask when shopping for an appointment setting service. From Executive Scheduling Associates CEO, Mitch Santala.
Leading Financial Sales Teams with Low Control & High Accountability
What we understand about the scales on our bathroom floors is that they’re going to give us the results - good or bad. It’s an objective mechanism for health accountability. I’ve heard it said before that laws without consequences are merely advice.