Articles

The Appointment Stream

17 Feb

After training over 150 business teams in the U.S. and Canada, I know that advisors struggle with consistent appointment scheduling. One week their calendar is full, the next week, it’s empty.  Why? Because when advisors have a full week, there’s no time to get on the phone to schedule more appointments – which means their […]

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Excerpt from The Appointment Scheduler, Ch. 7

04 Jan

One way to reduce the unpredictability of appointment scheduling is to use our scripts, at least in the beginning.  Whether your marketing assistant is an absolute beginner or a seasoned pro, telephoning techniques are always helpful.  The key to successful appointment scheduling is learning to control the outcome of the call.  In other words, marketing […]

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