The best way to increase revenue is by building relationships, prospecting and keeping your calendar full. Most advisors start the business with a list of people to call, hoping to eventually turn them into clients. As time goes on, everything that needs to be done for the business becomes overwhelming, and the calendar begins to ebb and flow. Because there is no system — no one is making outbound calls on a daily basis — one week is full and the next one is not. This can stall business growth.
Pellegrini’s 25-minute presentation uncovers the key fundamentals of scheduling to keep the calendar full week after week, followed by a recorded Q&A.
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