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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.

Infographic of How To Cure Calendar Envy in The Financial Industry

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. He concluded there are at least five differences in how we experience love, such as physical affection, words of affirmation, acts of service, receiving gifts, and quality time.

I've been married to the lovely and gifted Lanise Santala for almost 40 years. Along the way, I've learned Chapman is right. There are words my wife likes and needs to hear from me.

And after almost two decades of serving financial wholesalers and advisors, I think we understand some of the words these professionals love to hear from their schedulers. Here are a few examples.

  • Your calendar is full next month.

  • We are going to exceed your annual meeting targets.

  • We’ve booked your travel days, and your meetings are confirmed.

  • I was able to get all your top-ranked advisors scheduled.

  • Your calendar is full; I'm now scheduling next month.

  • The Lunch and Learn you are hosting next week is at maximum capacity.

  • I filled the spot on your calendar for that last-minute cancellation.

  • I got you into the office you've been trying to get into for months.

  • I've blocked time on your calendar for your child's big game, so you won't miss it.

  • Don't worry about your rotation. I've got you covered.

One more word about love languages. Financial wholesalers and advisors help families secure their financial futures. We think that too is a world-class love language.


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