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The Objective & Details

Is your calendar full one week and empty the next?


As a scheduler to a financial advisor for 17 years, I understand the impact of a steady calendar, which is why I created this training series.


In eight one-hour calls, the advisor will set the stage and their relationship manager will learn the systems, scripts, and tips to build a consistent stream of appointments. Your team will learn how to uncover opportunities within the client base, get past gatekeepers, increase return calls, track dials, and implement proven systems to accelerate results.


Our objective is to encourage the advisor to let go of ALL scheduling and eliminate any cherry-picking. Your relationship manager will be trained to make daily outbound calls, leave the right messages, create a sense of urgency, and successfully overcome any objections thrown their way!


In the series, role-playing is an essential part of coaching to boost awareness, create positive interactions, and strengthen confidence. The relationship manager participates in all the calls while the advisor is on call #1, to set the stage, and call #6 to hear feedback and improve on the outcome.


Ultimately, your fully trained relationship manager will nurture relationships to turn prospects into clients and clients into referrers.


All participants receive a copy of The Appointment Scheduler book, a reference guide used for the calls, and the recording of each call for future reference.


Our next series begins on Tuesday, January 31, 2023

All calls will begin at 10 am CST on the following dates: 

Call #1 January 31st 

Call #2 February 2nd

Call #3 February 7th
Call #4 February 21st
Call #5 March 7th
Call #6 March 21st
Call #7 April 4th
Call #8 May 9th

The Investment

$2500 for 1 advisor and 1 relationship manager

($1000 for each additional relationship manager)

Let’s Work Together

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Here's What Others Have Said

The Revenue Resource has been a tremendous program for my firm. Gina took two of our employees, neither of whom had any telemarketing experience, and turned them into confident, appointment scheduling machines. The systems she developed helped us expand our business prospect pipeline tenfold. - Chad, Advisor

I wanted to let you know about a referral I just spoke with. He was very adamant that he did not need anyone to help him with his financial plans. Gina, I used your approach — “I appreciate that, but Quinn would still like to share a few ideas with you” — and I got the appointment!!! I was so thrilled! -Mickey, Relationship Manager

I have to be honest, I was very nervous to begin this program. However, I found Gina to be very easy to work with. By the second phone call, I felt more comfortable, gained incredible confidence, and noticed a huge improvement in my results, as has my boss! 

-Karina, Relationship Manager

Gina taught our firm a very valuable lesson – “people only care that they are being taken care of, not who is taking care of them.” She shifted my widely held belief that I alone had to make the phone calls to existing clients, prospects, and centers of influence (which I could never do consistently). Her program provided my assistant with a daily game plan (30 to 45 minutes) to pick up the phone, sell the appointment, and follow up with confidence. New actions, more appointments, greater effectiveness. I thank you again, Gina, for helping me discover my blind spot. – Charles, Advisor

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