The Blog
ESA’s blog offers encouragement and insights for Financial Wholesalers in scheduling meetings that matter.
2 Movies That Will Help You Plan Your EOY Rotation With Your Scheduler
Using "Top Gun" and "Planes, Trains, and Automobiles" as references, we discuss identifying your top producers' locations and planning travel for remote areas. Learn how to ensure a packed calendar filled with high-value meetings.
How Financial Wholesalers Cure Calendar Envy Using Appointment Setting Services
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.
Two Ways Schedulers Help Financial Wholesalers Achieve Top-Ranking Calendars
Recently, my wife and I were enjoying dinner at a friend's house. A question was asked that began an enthralling conversation. If you could be a character from a TV show, who would you be and why…
The Love Languages of Financial Wholesalers from Their Appointment Setters
After 20 years of helping married couples work on relationship issues, Chapman realized that just as people come in various shapes and personalities, so does their choice of expressing and receiving love.
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.
Leaders are the Same and Different
I have concluded there is no single personality profile for a great leader. There are successful, evergreen practices we can copy from those who excel in this role.