Danae Branson
Take a Vacation NOW!
Over 62% of Americans didn’t take all of their paid vacation days last year. WHAT? 62%! Wow, that is crazy, and it is up by 8% since the...
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Danae Branson
- Aug 28
- 4 min
Eliminate Cold Calling
Do you hate cold calling? I get asked all the time if there are ways around it. I have found that there are three types of people in...
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Danae Branson
- Aug 14
- 2 min
Stand Out in a Sea of the Same
The competition is fierce in any industry and I love hearing stories about people who get creative to set themselves apart. I saw a post...
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Danae Branson
- Jul 31
- 3 min
Create Success by Letting Go
Let me paint you a picture. Imagine working 80 hours per week growing your business. You're tired and frustrated, and can’t tell up from...
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Danae Branson
- Jul 17
- 3 min
Is It Time to Hire A Scheduling Assistant?
More often than not, when an external wholesaler or financial advisor calls me to hire a scheduling assistant, they needed an assistant...
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Danae Branson
- Jul 3
- 2 min
The Power of Prompt Follow-up Calls
Elite Scheduling Services has been hired to do a lot of follow-up calling lately. These are calls that we make to people after they’ve...
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Danae Branson
- Jun 19
- 3 min
The Art of Goal Setting
Disclaimer One: We are getting very close to summer, and goal setting could will help you stay on track during the warmer months, where...
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Danae Branson
- Jun 5
- 3 min
Is Failure Ever an Option?
Yes, overcoming the fear of failure may even be your first step towards success. I've heard several successful people say: “Failure was...
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Danae Branson
- May 22
- 2 min
STAND OUT from the Competition
The financial landscape is competitive and fierce! Whether you are an advisor or a wholesaler, you NEED a hook to stand out from the...
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Danae Branson
- May 8
- 2 min
Benefits of Financial Advisors Outsourcing to a Virtual Assistant
Whether you are a one-person business or you have an assistant, there just never seem to be enough hours in the day to accomplish...
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Danae Branson
- Apr 24
- 2 min
Let’s Dream! If You Could Be Anything...
If you could be anything, what would you be? That’s right, I asked the question. If you could just kick back and do what you love to do,...
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Danae Branson
- Apr 10
- 3 min
Beyond the Pen: Unique Promotional Items to Elevate Your Brand
In a world where first impressions can make or break a business deal, unique promotional items stand out as a creative way to keep your...
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Danae Branson
- Apr 3
- 3 min
Leveraging Professional Collaborations to Grow Your Financial Advisory Client Base
In this highly competitive financial advisory landscape, building a robust client base is paramount for success. Traditional marketing...
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Danae Branson
- Mar 27
- 3 min
Mastering the Art of Securing Face-to-Face Appointments with Financial Advisors as a Financial Wholesaler
In the digital age, where emails can be ignored and calls can go unanswered, the value of face-to-face meetings remains unparalleled,...
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Danae Branson
- Mar 20
- 3 min
7 Proven Strategies to Boost Attendance at Your Financial Advisory Lunch Meetings
In the competitive world of financial advising, hosting successful lunch meetings can be a game changer. It’s an excellent opportunity to...
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Danae Branson
- Mar 13
- 3 min
Integrating Artificial Intelligence into Your Financial Practice: A Game-Changer for Advisors
The advent of artificial intelligence (AI) has revolutionized countless industries, and the financial sector is no exception. For...
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Danae Branson
- Mar 6
- 3 min
Elevating Your Financial Advisory Practice: The Crucial Role of an Appointment Setter
In the fast-paced world of financial advising, building and maintaining client relationships is paramount. Yet, the sheer volume of tasks...
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Danae Branson
- Feb 28
- 1 min
Event Calling & Planning - Do You Need Help?
We are seeing great success with events we help with, whether it's getting in front of financial advisors or potential clients for your...
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Danae Branson
- Feb 21
- 2 min
Stop Chasing the Appointment
Working with sales professionals has taught me a lot about business. It seems like common sense to work where the money is at, yet many...
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Danae Branson
- Feb 14
- 2 min
Pros & Cons of Multiple Income Streams
It is very common today for people to have multiple income streams. Think of people you know and I bet you can name a handful of people...
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