By Stephanie Palazzo
Your scheduler wants to help you be as successful as possible. The more we know about you helps ensure we can make that success happen. Be sure and let us know about yourself. If you haven’t shared much with your scheduler, here are a few ideas to consider.
Tell us about your family. It helps us to know what makes you tick.
What are your hobbies and interests?
When you’re travelling, what hotels do you stay in? This can help us plan your day better.
Do you prefer your days packed, or with some breathing room between appointments?
When working locally, what time do you like to be home in the evenings?
What sports teams do you root for?
If you weren’t a wholesaler, what job would you want to be doing?
Do you have any previous career experience that advisors might find interesting or could relate to? (i.e. – Were you once an advisor yourself? Is the financial industry your first/only career, or did you spend some time doing something else for a while? )
How do you like to spend your weekends?
You and your scheduler are a team working together to fill your calendar! Giving them a little insight into who you are will make your partnership even stronger.
How to Reach Us
We would love to hear from you!
West Linn, OR
97068
(877) 635-6049
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