Don’t Settle For Less
Scheduling for Wholesalers
Since 1996, The Appointment Biz has the industry leader in outsourced scheduling services and territory management. We are strategic partners with wholesalers and schedule their appointments with financial advisors. Parent companies know our knowledge of the financial services industry; compliance issues and privacy policies are foremost in our minds as we make scheduling calls.
We have always been a virtual business and are therefore in the unique position to support those who conduct their business virtually. Our experience of the changing nature of wholesaling gives us a unique perspective and the ability to partner with salespeople in this industry.
I have worked with The Appointment Biz for over fifteen years. Numerous members of my division also utilize scheduling, territory management, and mailing services. The relationship that the scheduler and wholesaler develop has become an important part of a successful equation. Having an administrative partner who understands the financial services industry and the needs of traveling salespeople has been key to taking our business to the next level.
Divisional Vice President
MFS Investment Management
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To wholesalers considering a scheduler:
Parts of your job require you to be the expert. Parts of your job, although crucial, can be delegated. Administrative duties involved in territory management take time, time you could spend working your territory to greater profit. Let us help you devote a larger part of your day to your clients who need a focused expert. Our trained schedulers understand the unique nature of sales support and will treat your hard-earned relationships with the attention and respect they deserve.
Our goal is to become part of a long-term collaborative relationship between you and your clients. Following are just some of the ways The Appointment Biz can be of service:
- Create an organized and centered workday, which is more productive and less stressful than the urgent, reactionary path we often experience in high-pressure sales positions.
- Avoid chaos and create balance in your professional and personal life.
- By delegating administrative tasks, you will find more time to respond to other professional and personal commitments and/or endeavors.
By considering The Appointment Biz, you have already made a commitment to the future of your business. We would be proud to be part of your team. All of us at The Appointment Biz are looking forward to working with you.
When you say “Yes” to becoming part of our group, the wheels are already in motion! At this phase, the question we hear most from new clients is, “I know this is what I need. How does it work?”
As Financial Advisors of Merrill Lynch, the demands on our individual talents and time are phenomenal. When and where we can, we look to enlist the support of professionals who share our commitment to client focus and excellence. Hiring The Appointment Biz viewed through the prism of hindsight proves to date to be one of the best moves we’ve made.
It is nearly inexplicable to impart the tangible value of the comfort and confidence one receives from competent assistance. We no longer employ any personal energy concerning ourselves with our database/network management. That has become the purview of The Appointment Biz. We are free to pursue that which we are hired and paid to do: create, maintain and protect the personal wealth of our select clients.
We cannot be more satisfied with The Appointment Biz. Most simply stated, they do what they say, when they said it would be done for the pre-agreed upon fee with contagious positive enthusiasm. While we ask no more, we surely feel as though we always get more.
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TERRITORY AND ROTATION MANAGEMENT
ADVISOR CLIENT EVENTS
Special Event Planning
We get it
We know the day-to-day issues you face
The Appointment Biz was founded in 1996. Since that time, we have become the preferred vendor for scheduling at many of the top financial services firms and strategic partners with wholesalers across the country.
Parent companies have confidence in our knowledge of the financial services industry; compliance issues and privacy policies are foremost in our minds as we make scheduling
calls. Our trained schedulers understand the unique nature of sales support and will treat your hard-earned relationships with the attention and respect they deserve.
Finding a strong partner to assist with important yet time-consuming administrative tasks allows the wholesaler and internal partner to focus on clients, prospects, and sales while fulfilling management mandates about appointments.
We create an organized and centered workday, which is more productive and less stressful than the urgent, reactionary path often experienced in high-pressure sales positions.
Our directive is to get you the appointments you want; we understand activity breeds business.
The Appointment Biz is the Solution
Scheduling can be the thorn in a wholesaler’s paw; yet most would agree it is a critical part of the job. Many firms now require forward scheduling with a specific number of appointments set two to three weeks in advance. Scheduling help can be a simple and effective way to capitalize on a wholesaler’s limited and valuable time.
Administrative duties involved in territory management take time that the wholesaler could spend working the territory to greater profit. A scheduler can keep the wholesaler busy and meeting with the right FAs, helping them to be a stronger performer.
Schedulers help maximize efficiency so the wholesaler can be more effective. Schedulers help maximize productivity by providing a necessary value-added service.
Schedulers can be a valuable part of any team. They will ease the stress of appointment setting resulting in a better performing wholesaler. Sales are not lost; they are improved.
I simply believe I could not have done it without The Appointment Biz.
I was a brand new annuity wholesaler, for an unheard of East coast life and annuity company; in one of the worst markets we have ever seen. Add to that, it was a start-up territory in Southern California, the back yard of one of the most prominent players in the industry. As a believer in the fundamentals of wholesaling, and the concept of “focused activity equals production”, I made The Appointment Biz part of my team.
With VERY limited resources and an even more limited budget, The Appointment Biz quickly had my calendar populated with three to four appointments per day. They immediately understood my rep lists and rotations, not to mention the basics of freeway travel in Southern California. This allowed me not only an additional day in the field, but the ability to spend an office day closing business instead of making appointments. As a result, production in the next two years increased ten-fold.
I have since moved to another larger, more well established Midwest company to re-build the same territory. One of the prerequisites of my hire was that they not only allow me to use, but pay for The Appointment Biz.
Thanks for everything.
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