Our latest poll is drawn from our MDRT report this week, in which a renowned consultant advocates advisers should outsource the scheduling of all client appointments (see: Free Yourself Up From Making Appointments).
According to Gina Pellegrini, advisers need to “…let go and delegate all scheduling.”
She says you need to be in front of your prospects and clients — not trying to get the appointments scheduled. And for the calendar to be consistent, calls need to be made daily, first thing in the morning.
“With daily calls, the scheduler will only need about one hour a day,” she says. “Yes, client service, interruptions, answering incoming calls, etc. are important. However, if calls aren’t made, all the other work wouldn’t be there.”
You’ll each have your own existing system for scheduling client appointments, where some may agree with Pellegrini, while others may not.
As we reflect on her strong suggestion that advisers should outsource their client scheduling, who has that role in your practice today? Is it you? Or is this a task you have delegated? Maybe it’s a combination.
Cast your vote and tell us what you think works best for you and your advice style. We’ll report back to you next week…
Who schedules your client appointments?
- I generally schedule my own client appointments (61%)
- A team member generally schedules my client appointments (24%)
- A combination of my team member(s) and me (15%)
Loading ...