When it comes to making appointments with their clients the majority of financial advisers who have voted in our poll handle this themselves.
And this may not be the best way to run a business according to renowned consultant Gina Pellegrini, who recommends advisers delegate all scheduling.
Clients, says Pellegrini, won’t look at the scheduler as a salesperson, “…even though they are selling the most important thing, an appointment”.
According to our poll 65% of those who cast a vote generally schedule their own appointments, 23% rely on a team member to set up appointments, and 12% either call clients themselves or ask a team member.
Pellegrini says on average a scheduler will only need about one hour a day to drum up 20 appointments a week.
“If calls aren’t made, all the other work wouldn’t be there,” she says.
see: Free Yourself Up From Making Appointments.
There’s still time to cast your vote…
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%)
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