Prospecting activity is the lifeblood to client acquisition...face-to-face or over the phone, that connection is more about emotional ability than technique.




The Secret to Prospecting...

This will sound simplistic - but you need to have more conversations! However, the road to more conversations is not through education and tactics...but in understanding your anxiety. Once recognized and eliminated? The floodgates will open and you will not longer be "selling" - you'll be sorting!

Appointment University builds a culture that allows free flowing conversation - it is worth its weight in gold to banking institutions and exactly what they need...a program centered on building trust, not hard sales tactics."  

John Witkowski

President - Independent Bankers Association of NY State (IBANYS)

AU simplifies the perceived "major" hurdles faced by advisors. It has been a huge asset in helping us develop and train existing and new advisors as we expand the reach of our organization.​"

Louis J. Nuchereno

Executive Vice President, Northeast Division

Axa Advisors

Appointment University cuts through all the quick fix approaches such as script training and allows people to understand their emotional effective and eye opening approach to increasing prospecting activity."

Valerie Post

Co-Owner at Engel & Volkers Boston/Meridian

Realty Group

Your honest and straightforward approach was refreshing and has reinforced the importance of “Getting in the pool, and staying in the pool.” I am a self-help enthusiast and this material is the best I have ever seen. THANK YOU!" 

Tom Vicanti

President, BicaSolutions

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