Is your calendar consistently full?

As a marketing coordinator for 17 years, I created this training program because I understand how to make it happen!


The Revenue Resource is a series of eight one-hour calls. During the course, I help you implement a system to work your referrals, prospects, and clients, build a process for referrals, increase returned calls, track COIs, and discuss the strategies to track dials, get past gatekeepers and overcome objections.


Help the advisor let go of all scheduling and increase the confidence of the marketing coordinator to accelerate results.

Role-playing is an essential part of the program to boost awareness, create positive interactions, and strengthen results. The training will simplify the response to objections and build your Ideal Week to increase revenue. Call #1 and #6 include the advisor to set the stage and improve on the outcome. The marketing coordinator will be on all the calls.

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

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, Marketing Coordinator

My marketing coordinators just completed the training offered by Gina Pellegrini, which was two months prior to our prospect seminar. The result of this training was an increase in production of 1.5 million of new business. They got everyone scheduled for the first and second meeting and are very confident and qualified to make all of my appointments. The money spent on this training has already paid off 10 fold.

-Fred, Advisor

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, Marketing Coordinator

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, Wealthcare Advisors

The Revenue Resource information has been so purposeful and effective in scheduling client account reviews and gathering information from check-in calls. We had our best month ever with the highest gross commissions since Tammy’s been in the business 24 years and credit our success in some measure from the strategic and well-defined verbal ping-pong skills that were learned from the Revenue Resource.

– Christine, Marketing Coordinator


Registration deadline: September 23rd, 2022!

All calls are one hour

$2,500/Advisor & 1 marketing coordinator

$1,000 for each additional marketing coordinator

Maximum 10 marketing coordinators per series


(952) 829-5300 or [email protected]