Appointments made easy.
Do what you do best, we'll take care of the rest.
The Pellegrini Way
We work with financial advisors around the globe to streamline their scheduling needs.
Our focus: keeping the advisor in front of opportunities!!!
With our scheduling center, we have three options:
We train your internal team member
You delegate the scheduling to us
You have scheduling at your fingertips
In any situation, we provide your office with our creative approach, language, and proven scheduling processes.
After working in financial services for over 40 years, we understand the importance and impact a full schedule means to any practice.
Bottom line, we help financial advisors acquire the expertise needed to be in control of their calendar and opportunities. We are The Scheduling Experts!