Work with experts. Increase sales. Grow your business.
Guiding wholesalers, financial advisors and other financial professionals to success!
Is this service 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 than this service is for you!
Wholesalers ... Your scheduling assistant will get you in front of the people you need to see! She will also help you mange your territory and be familiar with your geographic region.
We assist with coaching in-house administrative assistants for financial advisors or coaching and managing a financial advisor's sales team.
We offer prospecting, warm calling, follow up calls, confirmation calls, event calling and more!
We can plan and call for seminars, group lunches, dinners, golf outings, clam bakes, happy hours or whatever you need.
We can help maintain websites, social media accounts and other marketing efforts. We will also research and order promotional marketing items.
We can help you process paperwork, send thank you & birthday cards, maintain your database, purchase gifts, etc.
Danae Branson, Founder
I entered the financial industry in 1999 right after college graduation. I worked in marketing and recruiting for a large FMO, an investment advisor at a bank and a MDRT financial advisor. In 2006, I started working as a scheduling assistant/virtual assistant for a REIT firm that was new to the REIT scene. No one had heard of the company, let alone the product or my wholesaler. Do you know many times people asked, "What's a rate?" I kindly repeated the word REIT and explained to them what that word stood for. After two years the company was coming to me to train all of the other schedulers and I realized that there was a great need for highly skilled, highly trained scheduling assistants. I wanted to help more people and create more impact.
In 2009, I decided to start my own business and Elite Scheduling Services (Elite) was born. I offer specialized scheduling services to wholesalers, financial advisors and other financial professionals in the investment industry. It is a niche market that I had been in for several years and so I've been fortunate enough of be able to recruit some of the top scheduling and virtual assistants in the industry. I continue researching the industry and am always sharing with the 60 assistants on my team what's working, what's not working, the best way to get through the gatekeepers, the best ways to maximize their time and their efforts, and the best ways to help our clients become the best in the industry.
As my business really began to take off we starting offering virtual assistant services to financial advisors. The industry is ever changing, and with technology - virtual services are an excellent alternative to hiring full-time, in-house staff. We are able to work with clients and investment firms and allow our clients to do what they do best ... sell!
Our growth has been tremendous and we feel truly blessed. Our hard work, motivation and spirit has definitely paid off but we aren’t done yet! We want to continue to build long-term relationships and help our client move mountains!
Danae Branson, Founder
Here’s to the crazy ones. The misfits. The rebels. The troublemakers. The round pegs in the square holes. The ones who see things differently. They’re not fond of rules. And they have no respect for the status quo. You can quote them, disagree with them, glorify or vilify them. About the only thing you can’t do is ignore them. Because they change things. They push the human race forward. And while some may see them as the crazy ones, we see genius. Because the people who are crazy enough to think they can change the world, are the ones who do. Steve Jobs
“Elite Scheduling has been an integral part of my business for the past 6 years. The pool of schedulers are outstanding. They fill my schedule, workshops, and uncover opportunity 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
For any general inquiries, please fill in the following contact form: