About

If you’ve heard of “The PhoneTeacher,” you know Gail Goodman.

She’s well known in financial services because for three decades she’s trained financial professionals – over 80,000. Gail’s career has been devoted to helping advisors to schedule that critical, initial face-to-face appointment.  Her recent book Modern Appointment Setting - Prospecting and Phoning for Financial Professionals addresses the most up to date ideas on creating new clients through setting initial appointments.

Gail has continued to adapt her training and materials to reflect our ever-changing environment. Despite the rise of technology, the human voice cannot be replaced. Initially, phones were our primary tool, but the “The Digital-Vocal-Personal Mix” is the new paradigm. It’s important to synthesize technology, phone calling and face-to-face opportunities into a more modern way of approaching today’s prospects.

Gail focuses on the entire sales team. Her training utilizes on-site seminars, study groups, webinars, in-house and remote training sessions, script writing, coaching and one-on-one supervision. Call her to discuss what your prospecting needs are.

Gail lives on a horse farm outside of Nashville with her husband and too many animals.