Appointment Setting Services Supporting Financial Wholesalers
Appointment Setting
At ESA, we provide financial wholesalers and advisors with expert appointment setting services. We book all your meetings with a focus on efficient territories and time management. Our dedicated W2 employees across the U.S. and Canada ensure continuous support and high accountability.
Last year, our 100 ESA schedulers made 2.2 million customer contacts for 330 financial industry clients across 51 companies, resulting in 79,660 in-person or remote sales appointments. This year, we are already exceeding that pace.
Our secure, proprietary software keeps your data safe and compliant. During onboarding, we develop a custom Client Success Plan based on your definition of success, ensuring we consistently meet your standards and goals.
Secure and Seamless Scheduling
High Accountability with W2 Employees
Efficient Territory and Time Management
Support Across U.S. and Canada
Contact List Management
ESA helps you manage thousands of important contacts, identifying top prospects and eliminating dead leads. Our schedulers update data like phone numbers and addresses in real-time, ensuring your information is always current. We also maintain scheduling preferences to book meetings on your terms.
Managing thank you notes, birthday cards, expense reports, and travel arrangements can be time-consuming. With your ESA scheduler handling these administrative tasks, you gain more time to focus on crucial tasks.
Our support services include contacting cold or under-performing leads, efficiently transitioning them into follow-up campaigns using proprietary software, ensuring accurate, cost-effective data management with a personal touch.
Real-Time Data Management
Sales Contact List Refinement
Comprehensive Administrative Support
Efficient Cold Lead Management
Territory Management
Partnering with ESA gives you more time to meet with clients by taking appointment setting off your plate. We help you be more efficient by managing your territory, reducing drive time and increasing meeting time.
Using state-of-the-art mapping software, ESA creates tight geographical zones that minimize wasted time, ensuring your days run smoothly whether you’re on the road or handling video calls.
We manage the sales territories of financial wholesalers and advisors by aligning your time with your customer's potential. First, we analyze current customer information during onboarding. Then we build a database that enables our schedulers to efficiently combine time and potential for optimal scheduling.
Sales Zone Optimization
Efficient Rotations
Strategic Dial Sessions
Lost Production Recovery
Project Services
Need immediate support? Our short-term project services update your data quickly. ESA's industry-trained employees help expand your client outreach efforts, including campaign calls, email projects, and data verification. We assist with mass correspondence campaigns, customer appreciation messages, and more.
Our team can efficiently expand your staff resources on a short or long-term basis, addressing business peaks and valleys without increasing overhead. With 100 professionals who understand your industry culture and language, we scale your projects efficiently, ensuring continued business success.
Our strategic, technology-driven approach ensures efficient and effective project management tailored to your needs.
Campaign Calls and Email Projects
Mass Correspondence Campaigns
Flexible Resource Expansion
Expertise and Efficiency
Business Event Support
Planning a conference, lunch and learn, or road show? ESA’s comprehensive event support services include venue booking, sending out invitations, handling follow-ups, managing RSVP lists, and conducting satisfaction surveys.
We can support your upcoming sales conference by sharing strategies to optimize your scheduling, territory management, and administrative tasks.
Our innovative software allows our relationship management personnel to help with post-event activities such as updating contact lists and executing satisfaction surveys, ensuring you receive seamless event support from start to finish.
Comprehensive Event Management
Invitations & RSVP Management
Post-Event Activities
Event Support from Start to Finish
New Lead Prospecting
Struggling to manage a growing list of prospects? ESA can help by contacting, qualifying, and returning a list of warm leads. With 17 years of experience, we support financial professionals in lead development using accurate, personalized methods. Clients receive detailed reports on our prospecting campaigns.
ESA maintains access to current databases with relevant contact information for financial sales professionals. Our proprietary process ensures accurate and personable lead qualification, avoiding mistaken dials and robocalling.
Our expertise and technology-driven approach make lead prospecting efficient and effective. We handle the complexities of lead qualification, ensuring you receive high-quality prospects ready for engagement.
Accurate Lead Qualification
Extensive Database Access
Detailed Campaign Reports
Personable Approach
Staff Recruiting & Referrals
We connect the dots between you and promising talent seeking new opportunities. Our staff contacts primary candidates, screens qualifications, and measures interest in your roles.
ESA's 100 financial industry appointment setters work with 350 sales professionals, including top financial wholesalers, advisors, and planners. This extensive network allows us to provide targeted referral information.
Each day, ESA schedulers interact with hundreds of U.S. and Canadian sales professionals. Our familiarity with top performers and business culture helps us identify candidates interested in your company. We manage recruiting lists, offering low-key invitations to discuss your opportunities and advantages.
Comprehensive Candidate Screening
Extensive Industry Relationships
Targeted Referrals
Efficient Recruiting Management
Evergreen Coaching
Evergreen by ESA helps financial wholesalers thrive by design, not by default. As a valued ESA client, you receive world-class appointment setting services and free access to exclusive sales coaching content. This resource offers insights and strategies that significantly impact your professional journey.
In partnership with Darren Cde Baca of DCB Strategies, our Evergreen coaching series provides monthly content to enrich your expertise with actionable insights and proven strategies.
Building on 17 years of experience, Evergreen leverages our extensive knowledge and connections to elevate your professional development. Our motivating coaching content allows you to progress at your own pace.
Monthly Coaching Videos
Downloadable Study Guides
Scheduling Tips & Tricks
Presentation Slide Decks
Are you a Financial Advisor looking for appointment setting services?
In addition to supporting Financial Wholesalers, we also offer appointment scheduling services for Financial Advisors. Our services help you streamline your calendar by scheduling meetings that matter.