Gina Pellegrini

After training over 150 business teams in the U.S. and Canada, I know that advisors struggle with consistent appointment scheduling. One week their calendar is full, the next week, it’s empty. Why? Because when advisors have a full week, there’s no time to get on the phone to schedule more ...

Excerpt from The Appointment Scheduler, Ch. 7, by Gina Pellegrini One way to reduce the unpredictability of appointment scheduling is to use our scripts, at least in the beginning.  Whether your marketing assistant is an absolute beginner or a seasoned pro, telephoning techniques are always helpful.  The...

Don’t be afraid to let go and grow! Do you manage your practice — or are you a control freak, always trying to arrange, contain and maneuver people and events? Do you trust your employees or are you guilty of second-guessing and overriding their efforts? If you’re afraid to let go of some...

Are you working your client base efficiently — or do you cherry pick? By cherry pick, I mean this: do you glance over the names in your client files and call only the people you think will do business? Are you calling them because of a hunch, a preconceived notion or past history? If that’s the...

Appointment scheduling is one of the most important parts of your business. Without a regular stream of quality appointments, you end up with flat sales and unimpressive revenues. In my nearly twenty years as a consultant, I’ve come across common scheduling mistakes that cost advisors time and money....