How Financial Wholesalers Cure Calendar Envy Using Appointment Setting Services

Updated: Nov 2

By Executive Scheduling Associates CEO Mitch Santala


If you're a financial wholesaler, chances are you've experienced calendar envy at one time or another.


So, what exactly is this malady? Calendar envy is the feeling of discontented longing aroused by someone else's possession of a quality client appointment calendar.


Infographic of How To Cure Calendar Envy

To know if you have this condition, ask yourself the following: Are you jealous of another wholesaler's calendar? Are you resentful of someone who has four to five meetings per day when you struggle to get two to three? Do you find yourself talking to your dog about your products for lack of meaningful human appointment interaction? If so, then you might have calendar envy.


It's important to know you're not alone. Sadly, hundreds of financial wholesalers are affected every quarter (*wipes tears*). The good news is that it can be cured.


The best way to cure calendar envy is to partner with an appointment-setting firm that provides two critical services. First, you want to find a provider that encourages using the 90-day rotation approach. You may not like hearing that initially because insisting on this strategy requires work on your part as a financial wholesaler. However, the more consistently you and your scheduler do 90-day planning, the further out they can book you. Your appointment setter will know where you want to be and when you want to be there based on geography, zones, and navigating different priorities you may have.


The second cure for calendar envy is a scheduling service that uses alternate date scheduling. This approach is only possible when you utilize a 90-day rotation. If your scheduler knows when and where you want to be, they can offer your clients alternative dates for setting up an appointment. It's always easier to secure an appointment when two dates are available. So, rather than responding “yes or no,” your clients have the option of “either-or."


Using these two practices, your schedulers can build your calendar two to three weeks out with four to five appointments daily. You, too, can then enjoy your weekends without thinking about any holes coming up in your next work week.

It's time to flip the script on calendar envy by creating a quality calendar that other wholesalers want to possess.


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