5 Tips For Getting The Most From Your ExecuServe Partners

Because we work exclusively with executives in the financial wholesale market, we have the experience and knowledge to guide financial wholesalers in how best to work with our appointment setting team.

Tips for Success

  1. When providing your initial contact list to the firm, ensure it’s as up-to-date and accurate as possible.
  2. Communication is key to any successful relationship, so keep your ExecuServe scheduler aware of your preferences, new developments and changes with emails, phone calls and face-to-face meetings. After all, they’re here to help you do more!
  3. If you have an in-house or company scheduler, introduce them to your ExecuServe scheduler. They’ll work in concert to be your power-team for success.
  4. When in doubt, tell your ExecuServe scheduler. Remember, information is power.

Be ready, willing and able – your business is about to get a jumpstart!