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How to Achieve Your Business Goals AND Enjoy Your Upcoming Summer

  • Writer: Danae Branson
    Danae Branson
  • Apr 9
  • 2 min read

Spring always brings a surge of activity. By Q2, wholesalers new to our services have settled into the year and are now laser-focused on growth. They need to get organized, connect with advisors, and increase sales. And even though it’s only spring—it’s time to start planning for summer!


Summer is a juggling act. You’re balancing work with family time, kids on summer break, golf outings, spa days, and those all-important vacations to recharge. The question is: will you actually get to enjoy it?


One of the smartest moves you can make—for both your business and your sanity—is hiring an administrative or scheduling assistant now. Let someone else handle appointment setting, event planning, travel coordination, and all the back-and-forth.


How do you know if it’s time to hire a virtual assistant?

Ask yourself:


  1. Are you overwhelmed?

  2. Do you struggle to get everything done in a day?

  3. Do you often wish you could clone yourself?

  4. Do you despise appointment setting?

  5. Is staying organized a daily challenge?

  6. Does your employer offer reimbursement for a virtual assistant?

  7. Would you like to increase sales (and commissions)?

  8. Are you ready to level up your career?

  9. Is your work life affecting your home life?

  10. Are you just plain ready to delegate?


If you answered ‘yes’ to even one, a virtual assistant can be a game-changer. If you said ‘yes’ to a few, it’s time to contact me ASAP. And if you answered ‘yes’ to all of them… well, you should’ve called yesterday!


At Elite Scheduling Services, our virtual scheduling and administrative assistants each have 10+ years of experience in the financial industry. I’m the founder, and I’ve been in this industry since the nineteen hundreds—okay, since 1999—and have run Elite Scheduling Services since 2009.


📧 Email me at dbranson@eliteschedulingservices.com or call 515.309.2838 to discuss our flexible, month-to-month service.


No matter what, I hope this is the year you achieve your goals AND enjoy your summer!


xx, Danae

 
 
 

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