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Free up your time.
Increase your sales.

Grow your business.
Work with experts.


Is Elite Scheduling for you?


  • Do you need to get in front of more clients?

  • Do you dread appointment setting?

  • Are you looking for a service that will get you a GREAT return on your investment?

  • Are you overwhelmed with everything you have to do and need help?

  • Are you looking for a highly-skilled, experienced professional who can help you maximize
    your sales?

If you answered YES to any of these questions, then Elite Scheduling is for you!

Scheduling/Appointment Setting Services

Wholesalers: Your scheduling assistant will get you in front of the people you need to see! They will also help you manage your territory and be familiar with your geographic region. We offer prospecting, warm calling, follow-up calls, confirmation calls, event calls, and more!

Financial Advisors: Your scheduling assistant will call to schedule appointments with referrals, event attendees, existing clients for annual reviews, and anyone else you need to meet with.

Real Estate Professionals: Your scheduling assistant will schedule meetings for everyone you need to see, whether it’s a banker, attorney, CPA, appraiser, interior designer, property manager, trades, real estate agent, other investors, inspectors, clients, and more!

Event Planning: Dinners, Lunch-N-Learns, Seminars, Client Appreciation Events, etc.


We can plan and call for seminars, group lunches, dinners, golf outings, clam bakes, happy hours, or whatever you need.



We can help design and maintain websites, social media accounts, mailer campaigns, video editing, and other marketing efforts. We will also research and order promotional marketing items.



We can help you process paperwork, send thank-you and birthday cards, maintain your database, purchase gifts, assist with travel plans, bookkeeping, and more!

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In 2009, we started as a scheduling service for financial advisors and external wholesalers in the investment industry. Over the years, we have grown to not only specialize in scheduling services but administrative, event planning, and marketing services for professionals in the financial and real estate industries.

Our seasoned team of professional virtual assistants are located across the United States and specialize in supporting professionals working with annuities, real estate investment trusts, life insurance, property & casualty, 401k, mutual funds, real estate investing, and more!


Our Founder, Danae Branson, has been in the financial and real estate industries since 1999 and has worked with IMOs, MDRT advisors, REITs, real estate agents, real estate appraisers, external wholesalers, mortgage lenders, and real estate investors.

At Elite Scheduling Services, our goal is to make your life easier by outsourcing what you need in order to get you back to doing what you love and help you scale your business!



Elite Scheduling has been an integral part of my business for the past 6 years. The pool of schedulers is outstanding. They fill my schedule and workshops and uncover opportunities along the way. Danae has been a true partner for me and my business.

- Nick S., Regional Vice President, PA

It has been a pleasure working with Danae and her team! Her telemarketing services have been consistent and reliable throughout our 6-year relationship. Danae is always there for us. We view Elite Scheduling as a vital part of our regional marketing team.

- Joel T., Regional Vice President, D.C.

"I have partnered with Elite Scheduling for the past 5 years and have found their services very helpful in keeping my calendar full.  Their employees are very diligent and do a great job getting appointments."

- Jason R., Regional Vice President,  Carolinas


Tel:  515.309.2838

For any general inquiries, please fill in the following contact form:

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