ENCOURAGEMENT AND INSIGHTS

Two Ways Schedulers Help Financial Wholesalers Achieve Top-Ranking Calendars

By Executive Scheduling Associates CEO Mitch Santala Recently, my wife and I were enjoying dinner at a friend's house. A question was...

The Love Languages of Financial Wholesalers from Their Appointment Setters

By Executive Scheduling Associates CEO Mitch Santala Marriage counselor Gary Chapman created the popular concept of love languages. After...

How Financial Wholesalers (Almost) Guarantee Results from Their Schedulers

By Executive Scheduling Associates CEO Mitch Santala One of the most common questions we are asked when offering services to financial...

How Financial Wholesalers Cure Calendar Envy Using Appointment Setting Services

By Executive Scheduling Associates CEO Mitch Santala If you're a financial wholesaler, chances are you've experienced calendar envy at...

Crucial Questions when Financial Professionals Shop for Appointment Setting Services

By Executive Scheduling Associates CEO Mitch Santala Not all appointment-setting services supporting financial wholesalers and advisors...

Why Financial Professionals Do Some of the Most Important Work

By Executive Scheduling Associates CEO Mitch Santala One of the most challenging tasks a financial professional performs is helping...

Why Financial Advisors Use Appointment Setting Services

By Executive Scheduling Associates CEO Mitch Santala One of the biggest barriers a financial advisor might face in growing their business...

A Seasonal Approach to Life

By Executive Scheduling Associates CEO Mitch Santala Somehow, a conversation that began about entrepreneurialism swung 90 degrees to what...

I Want to Lead Like Her

By Executive Scheduling Associates CEO Mitch Santala Who do you admire as a leader? Who do you imitate? One of my heroes is a nonprofit...

Leading Financial Sales Teams with Low Control & High Accountability

By Executive Scheduling Associates CEO Mitch Santala What we understand about the scales on our bathroom floors is that they’re going to...

How to Build Trust and Keep it

By Executive Scheduling Associates CEO Mitch Santala Trust is a critical factor in any financial relationship. As professionals who help...

When is it Time to Change Scenes?

By Executive Scheduling Associates CEO Mitch Santala - A close friend I love has traveled a circuitous route to business success. When I...

How Leaders Build Cultures of Success

By Executive Scheduling Associates CEO Mitch Santala - I'm always impressed and curious about companies that appear to have vibrant...

Leaders Are the Same and Different

By Executive Scheduling Associates CEO Mitch Santala - I have concluded there is no single personality profile for a great leader. There...