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What Our Clients Say

Brenda Warkow, Wholesaler, PIMCO

Brenda Warkow, Wholesaler, PIMCO

"Since partnering with ESA, my calendar is scheduled with more productive meetings."

Since 2011

James R. Yount, Senior Managing Director, DestraCapital

James R. Yount, Senior Managing Director, DestraCapital

"As the National Sales Manager at Destra Capital, I seek excellence from my staff, therefore when it came to selecting an Executive Scheduling group for our firm, I applied the same standards as I require from my sales professionals. ESA has not only hit, but exceeded that mark. Their success with our staff for our Daily work with our clients proved to me they could help with the all-out blitz necessary during a Closed End Fund Offering. What a difference ESA made to my team. Effective and Efficient are two words I would describe ESA during the offering, allowing my staff to spend more time in front of the right clients."

Since 2012

Ben Pollok, The AltiSure Group

Ben Pollok, The AltiSure Group

"The thing I love about ESA is that they share the same determination and dedication to my success as I do.  Hands down the best decision I made for my wholesaling business was to hire ESA."

Since 2007

Brad Blanton, Wholesaler

Brad Blanton, Wholesaler

"I have been with ESA from the beginning. They have provided all of my scheduling needs, helping me balance my time and focus on what's important. ESA allows me to leverage my strengths, prepare for my meetings and drive results while also achieving a healthy balance in my family life."

Since 2007

Bruce Green, Wholesaler, Delaware Investments

Bruce Green, Wholesaler, Delaware Investments

"My scheduler knows my territory and keeps my calendar filled, allowing me to have more balance in my life and be more productive in my business."

Since 2007

Craig DuVarney, Financial Advisor, CFP

Craig DuVarney, Financial Advisor, CFP

"Over the years my practice has experienced rapid growth. As a result, I began scheduling an increasing number of appointments with new and prospective clients. Calling and e-mailing clients and prospects to find a time that fit both our schedules began to take up more and more time in my day. It was at that point that I looked to outsource this responsibility to ESA.

Hiring ESA to handle all of my scheduling responsibilities was one of the best business decisions I have ever made - period. My scheduler is organized, efficient, professional, and has built an excellent rapport with my clients. She understands which days I want to see clients, and does her best to build “power days” - when I see 4-5 clients back-to-back. Simply put, she does a better job of scheduling my appointments then I ever did! In addition, with ESA’s significant investment in technology, I know that I am only paying for my scheduler’s services when she is actually working for me. By delegating the scheduling to ESA, I am able to pay my scheduler per hour for what she does, which costs me less than what I am worth per hour. As a result, I’ve now been able to free up time in my day to work on projects that generate additional revenue for my practice.

The bottom line is this: If you are a solo practitioner or small firm (like me) and you want to make your practice more efficient and profitable – hiring ESA is a no-brainer!"

Since 2008

Dave Dunnavan, Wholesaler, LFD

Dave Dunnavan, Wholesaler, LFD

"I just want to say that I am extremely happy with my scheduler at ESA. She is a true professional and a pleasure to work with."

Since 2008

Doug Magic, Wholesaler, Ivy Funds

Doug Magic, Wholesaler, Ivy Funds

"Having ESA as a business partner has been invaluable. They have maximized my efficiency tenfold."

Since 2008

Doug Ternan, Wholesaler, American Legacy, LFD

Doug Ternan, Wholesaler, American Legacy, LFD

"Hiring someone to schedule for you is a very personal decision. I wasn't sure if it was for me, until I made the move to ESA. ESA and their team of professionals have allowed me to have more time in front of advisors and less time juggling my calendar."

Since 2007

Erika Ghaffari, Wholesaler Expense Management

Erika Ghaffari, Wholesaler Expense Management

"ESA has established itself as a scheduling company with a business model that adheres to corporate standards in regards to hiring, training and managing of its employees. They do this while providing cost-effective and efficient resources to a sales organization."

Since 2007

Scott Lange, Wholesaler, Ohio National

Scott Lange, Wholesaler, Ohio National

"Executive Scheduling Associates is not only a great solution for scheduling my appointments, but they know my territory inside and out, which means I spend more time in front of clients and less time traveling between appointments."

Since 2007

About Us

Executive Scheduling Associates is the fastest growing scheduling firm in the nation. Founded in late 2006, ESA’s progressive business model and outstanding reputation for client satisfaction has defined the standard for distinguished scheduling services nationwide. Read More

 

How to Enroll

Enrollment is as easy as E, S, A!

  1. Enroll: Enroll today by contacting us by phone or by e-mail.
  2. Send: One of our Associates will guide you in sending us your data to be converted to our system.
  3. Assign: We will assign you one of our professionally trained Executive Scheduling Associates to assist you with your scheduling needs.

It's that easy!

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