top of page


As a financial wholesaler or advisor,

imagine that your support team checked all the boxes.

Compare ESA With Paragon Planners, Wholesaler Masterminds, & Specialized Schedulers

Paragon Planners
Wholesaler Masterminds
Specialized Schedulers
Advanced Proprietary Scheduling & Database Software
Activity & Meeting Reports
W2 Schedulers Overseen by Managers & Director
Project & Administrative Support
Onboarding Includes Personalized Success Plans
Month-to-Month Contracts
Industry-Standard Encryption & 2FA Security
FINRA Compliant
Collaborative Territory Management
30 Average Client Calls per Hour
96 Percent Average Meeting Goals

Comparisons based on competitor website content.

bottom of page