This portal was built for financial advisors looking for a systematic way to delegate all scheduling, work their client base, uncover opportunities with prospects, increase referrals, and keep the calendar consistently full.
Being in the business for over 40 years, I know advisors need to have a consistent schedule of appointments. However, there are times when outbound scheduling calls are not being made on a daily basis, therefore, one week is full and the next is empty. The magic of a consistent schedule is that it builds a relational business and increases revenue.
With this playbook, the advisor will do more of what they enjoy, being in front of people, as the relationship manager will make the daily calls to build a consistent schedule.
With The Pipeline Generator, you will uncover the tips, tricks, processes, and scripts to become a well-oiled scheduling duo! You'll find each section easy to learn from, review, and refer back to whenever needed.
The Telephone Fundamentals and The Telephone Scripts will probably be the go-to components, once the playbook has been completed.
Who do we work with? We work with financial advisors and their relationship managers / schedulers across the nation.
Why do we create the service? We wanted to share our knowledge of an effective, systematic way to delegate all scheduling, work their client base, uncover opportunities with prospects, increase referrals, and keep the calendar consistently full.
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What can you expect?
Who should you get in touch with?
Here's What Others Have Said
Gina Pellegrini and her team have provided us with a seamless experience that feels just like a full-time employee providing valuable support. Our kept meeting ratios and general activity has gone up considerably, and I now have more time to strategically plan. I highly recommend all of Pellegrini’s services for advisor teams working to get to the next level. -John
My experience with Pellegrini Team consulting has been phenomenal. At this point, I’ve been using them for 5 months. In that time, we’ve had a 20%+ increase in my total appointments kept (over 70 per month now), resulting in an increase in business. I would suggest their services to any financial advisor that’s looking for exponential growth. -Randy
Hiring Pellegrini as part of my team has been a home run! I’ve consistently experienced a 25% increase in monthly activity, as well as less distractions trying to manage my own calendar. It’s provided more focused time with clients and better planning opportunities. -Aaron