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Scheduling effectiveness

Gina Pellegrini

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When an advisor starts their business, they need to do everything, from scheduling meetings to filling out paperwork to answering the phone. However, as their practice gets bigger, advisors need to spend their time more selectively and effectively. Pellegrini explains how to delegate and train staff to keep your calendar consistently full. She also shares the top six telephoning tips anyone can use to turn their client base into a gold mine. Learn how to let go of scheduling, eliminate cherry-picking and embrace other time management strategies. Most importantly, you will leave with the tools you need to keep your calendar consistently full.

Click here to find more from the 2018 Annual Meeting

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