We work with financial advisors, throughout the U.S. and Canada, to help them delegate all of their scheduling to keep the calendar consistently full and increase revenue.

With creative systems, language, and scheduling techniques, the advisor stays in front of opportunities. Our training series helps the advisor delegate and train an internal assistant to make all of the calls, or they can outsource their scheduling needs to our internal scheduling coordinators.

After working in the financial services industry for over 40 years, we understand the importance and impact a full schedule means to any practice.

Our unique process helps:

• Train and build the confidence of the advisor to let go of all scheduling; referrals, prospects, clients, seminar leads and LinkedIn, or whatever calls need to be made
• Build the confidence of an internal scheduler to easily overcome objections and get the appointment
• Create a routine system to uncover opportunities within the client base
• Define an Ideal Week to meet with the right people at the right time
• Useful scripts to get return phone calls and convert reaches into appointments

Bottom line, we help financial advisors acquire the expertise needed to take control of the calendar and maximize opportunity. We are The Scheduling Experts!