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.
Leveraging the Summer Slowdown for 3rd and 4th Quarter Success
Learn to segment your book of business based on production levels, rank advisors using market metrics, and identify fallen angels to streamline your appointment setting process.
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.