Unlocking Hidden Gold
Episode Summary
In this episode of Evergreen by Executive Scheduling Associates, host Mitch Santella sits down with ESA’s Director of Client Services, Alisha Mendez, to explore how financial wholesalers can maximize their territory’s potential by leveraging their scheduler as a strategic partner.
With over 16 years at ESA, Alisha shares valuable insights on how communication, collaboration, and strategic scheduling can unlock untapped opportunities, improve efficiency, and drive business growth.
How to Survive Thrive as a Financial Wholesaler
“Surviving Pirates” Turning Pirates into Partners
Every financial wholesaler encounters a few “pirates” along the way—overworked assistants, skeptical advisors, and resistant gatekeepers who hijack productivity and block access to key decision-makers. But what if you could turn these challenges into opportunities? By shifting your mindset, offering real value, and knowing when to retreat, you can transform these barriers into lasting partnerships. Learn how to navigate tricky waters, build trust, and make allies out of adversaries. Watch this month's tip & trick video or read our latest blog to master the art of turning pirates into partners.
Meet the Coaches
Mitch Santala
Mitch Santala is the CEO and co-founder of ESA with over 30 years of entrepreneurial leadership. ESA supports over 500 sales men and women in the financial industry with world class appointment setting services.
Alisha Mendez
As Director of Client Services at ESA, Alisha Mendez leverages 16+ years of expertise to help financial wholesalers maximize their territory’s potential through strategic scheduling, seamless collaboration, and effective communication.
