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Life Changes

As the appointment setting expert of the financial services industry, I have championed appropriate language changes to increase your initial appointments.

In the same spirit, I have written a new book Setting Appointments in the Smartphone World and I’m now updating my website.

GAIL B. GOODMAN
The Phone Teacher

Gail

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Modern Appointment Setting Book

Modern Appointment Setting

Learn Phoning and Prospecting Fundamentals
Modern Appointment Setting is the financial advisor’s guide to effectively booking new appointments in the world of smartphones, texting, emailing, and social media. This book provides advisors the language, strategies, and tools they need to reach people on the phone, speak confidently, and convert prospects to clients. The primary audience for this book is financial advisors, trainers and managers.

Setting Appointments

Setting Appointments in the Smartphone World

Adapt Your Prospecting to the Smartphone World
The pandemic presented a unique, but limited opportunity for all of us to test our ability to work virtually. The advisors who learn to prospect effectively in our evolving digital world will grow their practice to new heights. Setting Appointments in the Smartphone World is a guide to build trust, book appointments, and gain new clients in a digital world where smartphones dominate our attention.

PennMutual
Equitable
Woodmen
Guardian
Protective
MassMutual
Thrivent
Genworth
Combined
Securian

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