Summer silence can feel like a blackout for financial wholesalers. Discover how to conserve energy, craft impactful messages, and stay visible so you thrive, even when advisors go dark.

Summer can feel like a desert wasteland for financial wholesalers—dry calendars, ghosting advisors, and vanishing momentum. Learn three survival tactics to stay sharp, conserve energy, and emerge stronger when the heat dies down.

Market volatility can shake even the strongest advisor relationships. Learn two practical strategies to reinforce trust, provide value, and stay steady when financial earthquakes hit. Be the partner your advisors rely on.

In the high-stakes waters of financial wholesaling, sharks are everywhere—mega producers, gatekeepers, and competitors. Learn how to identify these predators, bring value fast, and build loyalty to not just survive—but thrive—in a competitive sea.

Every financial wholesaler encounters “pirates” who block access, steal time, and derail productivity. But what if you turned them into allies? Learn how to shift your approach, create value, and build lasting partnerships that lead to better business outcomes.

Guaranteeing meetings sounds great, but quality matters more than quantity. Instead of fixating on numbers, focus on results, clean data, and strong communication with your scheduler. A strategic approach ensures high-value meetings that drive success—without relying on empty promises.

We’ve talked about strategies for handling aggressive clients, like staying calm and not running and making yourself look large. This month, we wrap up the series with the all- important reminder to, when all else fails, play dead.

Last month we talked about standing your ground with an aggressive client. Just like dealing with a grizzly bear, running from a confrontation with a client could lead to disastrous results. This month we’ll focus on a tried-and-true method for warding off a grizzly bear hardline client.

In sales, encountering aggressive clients can be challenging. However, responding calmly is essential. Similar to encountering a bear, running away only escalates the situation. Stay composed, listen actively, and acknowledge their frustrations.

Discover the importance of setting clear success targets as a financial wholesaler and defining specific goals and outcomes for your scheduler. By doing so, you'll streamline your schedule and empower your team to help you achieve success.

Mitch Santala, CEO of Executive Scheduling Associates, draws a clever comparison between world-class cooking and effective scheduling. Inspired by celebrity chef Bobby Flay, Mitch highlights the importance of using "fresh ingredients".

Using "Top Gun" and "Planes, Trains, and Automobiles" as references, we discuss identifying your top producers' locations and planning travel for remote areas. Learn how to ensure a packed calendar filled with high-value meetings.

Learn to segment your book of business based on production levels, rank advisors using market metrics, and identify fallen angels to streamline your appointment setting process.

One of the most challenging tasks a financial professional performs is helping families believe in their financial potential. We think it's also some of the most meaningful work a person can do.

One of the most challenging tasks a financial professional performs is helping families believe in their financial potential. We think it's also some of the most meaningful work a person can do.

Recently, my wife and I were enjoying dinner at a friend's house. A question was asked that began an enthralling conversation. If you could be a character from a TV show, who would you be and why…

After 20 years of helping married couples work on relationship issues, Chapman realized that just as people come in various shapes and personalities, so does their choice of expressing and receiving love.

One of the most common questions we are asked when offering services to financial wholesalers is, "Do you guarantee meetings?"

If you’re a financial wholesaler, here are three tips to get the best results from your appointment-setter: define success, set clear success targets, and then get out of the way.

Are you a professional in the financial industry looking for a scheduler? Here are the most important questions to ask when shopping for an appointment setting service. From Executive Scheduling Associates CEO, Mitch Santala.