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.

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.

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.