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Scheduling assistant for financial wholesalers


Appointment Setting For Financial Wholesalers


Welcome to a results-based approach to appointment setting and event management support for financial wholesalers
by Executive Scheduling Associates (ESA).




Any sales process, including one that features investment products, is partly a numbers exercise; more meetings usually equals increased production. This outcome assumes the salesperson has access to professional appointment setters.

ESA has 15 years of experience producing more and better sales appointments for financial industry professionals.

Spending time setting up sales appointments is essential to work. But the highest priority of those who sell wealth management products is managing existing businesses and developing new relationships. ESA employs one hundred professional W2 employees to administer the appointment setting aspect of our clients' work so you can concentrate on sales relationship development. And a manager supports each of our employees. They work for you, overseeing your service satisfaction. We stand ready to fill your sales schedule to your success standards.

Here's what you can expect if you engage our financial industry services:

More and Better Sales Appointments with Financial Advisors

Our schedulers use proprietary software that adds measurable value to financial wholesaler appointment setting. ESA provides trackable sales meeting results. Our expert schedulers and customized technology increase outbound sales appointment calls and meeting productivity while maintaining the high-touch experience clients want their customers to enjoy.


A Track Record of Increased Sales Meeting Activity

Our associates have increased meeting activity by fifty percent for some of the salesmen and women we support. We can generate four to five wholesaling appointments daily and maintain your calendar two to three weeks in advance. In addition, we quickly adapt client calendars to changing circumstances, such as customer schedule changes and unforeseen family developments.


Results-Based Rather than Time-Based Services

Time is not the only factor we consider when building a success plan for those we support selling financial industry services. First, we learn your objectives, goals, and success targets. Then we apply our talent, technology, and expertise toward achieving those defined results. We think those in the financial services industry want more and better sales meetings and care more about results than the time it takes us to fill their calendar.


Less Windshield Time

Our technology's mapping module organizes your sales territory into efficient drive zones, so you spend less time in your car and have more time for sales relationship development. We schedule as if two passions common to financial wholesalers are driving the shortest distance between two appointments and making it home for the daughter's baseball game.


Remote Appointment Expertise

During the Covid years, our schedulers became experts at setting remote appointments for our clients. As the pandemic subsides, client preferences point toward the financial industry adopting a blended in-person and digital customer meetings approach. ESA schedules both.

Onboarding Involving a Love of Details

Your introduction to our team will involve a process that took us 15 years to develop. We might ask more client service questions than you expect. That's because the goal of the onboarding process is getting to know your personal definition of a successful financial services practice. Obviously, not everyone has precisely the same game plan or end goal. You tell us how you view success during the introduction process, and we work toward your objectives.

Financial Service Advice, Not Merely Service

We used to think of ourselves as service providers. And that we are. But 15 years in the business has taught our team a thing or two about successfully helping professionals who help families with wealth management. As a result, you will receive more from us than mere entries in your calendar. For example, if you ask for ideas on warming up a cold list, we might have a few thoughts to offer.

Targeted Sales Support

ESA does not subscribe to the shotgun approach to sales appointment setting. We disagree that anyone on the list is a good meeting target, at any time, to discuss any product. Instead, we help you develop a ranking system for your contact management database then tailor our work to your business flow. For example, our schedulers can prioritize a financial wholesaler's top producers, 80/20 lists, and client focus groups.

Enhanced List Management and Lead Qualifying

In addition to helping you manage existing client relationships, our expanded services reach potential customers to determine if they're interested in your products and services. This saves you the time and effort of cold-calling prospects who may not be interested in your services, allowing you to invest your time in the people who want what you have to offer.

Event Support

Our new technology allows us to provide services beyond the financial industry appointment setting. For example, hand us a list of invitees to your next sales event, and we'll invite your guests, determine their availability, and provide expected participants. And we can go beyond list review to assist with other aspects of your event.

Most of our clients come from referrals

Is it OK to add that we are proud of our client satisfaction stats and ESA's schedulers?

Professional scheduler for the financial industry

“If you’re going to just stop in once a year to say hi, you’re not going to impress me.”

-Keith Gredys, CEO, Kidder Advisers


  • Ethical Practices - We document everything we do and give you access to the results.

  • Professionalism - We train and monitor our scheduling associates in professional voice and email practices to ensure a quality approach to your business.

  • Personalized Success Plans - We provide every client with a Customer Success Plan tailored to their individual business. We work with you to define what success looks like to you so that we can meet your expectations.

  • Time-saving Territory Organization - Using industry-approved mapping software, we organize your territory into tight, efficient zones so that you can spend less time in your car.

  • Increased Calendar Activity - Our services can increase wholesaling productivity up to 50 percent. Additionally, we continuously check and correct calendar conflicts and overlaps.

  • Continuous Data Refinement - We train our scheduling associates to update client data as they schedule so that we always have the correct information when we need it.

  • Calendar Integration - Our scheduling associates add wholesaling appointments to your calendar in real time to avoid double or overbooking you.

  • Transparent Costs - You won't have to worry about any extra fees or hidden charges, as we offer transparent pricing for our services. Our clients know what their costs will be.

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