What Clients Are Saying

“ExecuServe has allowed me to focus on selling by keeping me…in the field visiting with prospects.  I spend significantly less time scheduling my own appointments, which has directly affected my productivity and bottom line.  Since working with ExecuServe, I’ve seen my production increase year after year. They provide a wonderful service to the wholesaler who wants to be more productive.”
Charles Reichelt, Regional Vice President, John Hancock Retirement Plan Services

“I have been wholesaling for 10 years. I hired ExecuServe six years ago, and it has changed my career. Before, I was spending too much time doing unproductive things, like scheduling. Having a scheduler allowed me to focus on working and…keep seeing my top financial advisors. I have hit record numbers every year since. I have expanded their role to help me with travel plans (hotels, flights, rental cars, etc.) and custom mailings. I tell them what I want accomplished, whom to send it to, and it is taken care of. They run a first-class business and have easily increased my income by 50%. My scheduler truly runs my full calendar. In fact, my wife checks with her before she even asks me about family events! ExecuServe is a member of my family. Anyone looking to relieve some stress, grow their business, and delegate some responsibilities, must meet with ExecuServe. They are an integral part of my team and my life.”
-Scott Clark, Jackson National

I started with ExecuServe in March 2009, and have had a very pleasing experience. My Scheduler does a great job getting to the right advisors, and getting appointments booked.  With direction, a scheduler can help improve sales and efficiency for a wholesaler. I have found ExecuServe to be the best scheduling service available to wholesalers!
-Staci Bennett, CRPC®,  Regional Marketing Director
, Lincoln Financial Distributors, Choice Plus Assurance & American Legacy Annuities