The Only To-Do List That Matters

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The Only To-Do List That Matters

Small changes in your process can have a booming impact on your business

Advisors, you should be doing 3 things, and 3 things only. 1: Be in front of people. 2: Prospect. 3: Delegate. If you’re doing anything else, it’s time to stop! Something as simple as delegation of one daily task could take you from zero to hero with your client base.

Gina Pellegrini has been in the financial services industry for 40+ years and knows a thing or two about practice management. In this month’s session, she will cover the best, and easiest, ways to take control of your business practices and how to delegate everything else. Proper systems equal revenue, you don’t want to miss out on this one. Sign up now to learn from one of the best financial practice managers out there!

Key takeaways:

  • Increase your appointment conversion to 50% or greater
  • Overcome the fear of delegating scheduling & get more return phone calls
  • Finally solve the rollercoaster of a full schedule one week and an empty one the next
  • Convert more prospects into clients and clients into referrers by having a system to work the “gold mine” you’re already sitting on


  • 10:30: Intros
  • 10:35: Gina Pellegrini Presents: The Only To-Do List That Matters
  • 11:30: Real Wealth® updates
  • 11:35: Q&A
  • 12:25: Closings
  • 12:30: End

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What Advisors Think of this Session

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We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?

“Consistency and tracking. Track.” -Dan Altmire

“Need to have a consistent and continuous schedule flow of getting in front of people! Schedule more consistent appointments by with consistent scheduling. Great job and well done!” -Joe Anthes

“I need to hire a scheduler. I hate scheduling appts. Hire more staff. Great job. Very pertinent focus in which all advisors/agents struggle. Thanks.” -Keith Baker

“The consistency of the process. Follow a consistent process.” -Nick Carlucci

“Start your assistant calling at 9am and stay consistent. Read the hiring advantage before my next hire.” -Aida Castro

“Delegate to someone else, establish a system, and be consistent. Be more consistent.” -Alan Farley

“Delegate. Hire help for lower level activities.” -James Goodacre

“I will start to think about being a more like a surgeon. Hire someone and get on it.” -Howard Gruber

“Hire a scheduler. Hire a scheduler.” -Kym Housley

“Prioritize scheduling and implement a consistent process. Delegate more.” -Scott Jones

“The importance of appointments.” -Michael Kirsh

“Systematize and document. Hire “caller”. Known Gina for years, through Dan Sullivan. She spoke at a NAIFA conference years ago that I attended as well.” -Curtis Neuman

“Delegate to make appointments. Develop routine time to make calling system. Review emails on a “Set Time” per day.” -Javier D Perez

“Systems. Delegate more.” -Mark Pernicano

“Have a plan. Be thoughtful.” -D Peterson

“Prioritizing the calls; developing a routine calling system. Put a routine calling system into place. Can we get Gina’s language that she suggests we use during calls, and her script?” -Leona Pliego

“Call sheet and track results calls done by 10. Thanks.” -Robert Priganc

“The importance of creating a consistent schedule. Incorporate a schedule and make sure everyone is functioning in the appropriate role.” -Gregg Reid

“Wish I’d met Gina 30yrs ago, but coping will this year so far with 40% of annual goal for the first time in a while! Generally, current clients and working with successor on newbies. Nothing new here but nearly 2 hrs good.” -Roger Relfe

“Delegate everything down to the lowest paid person who can handle it. Hire a scheduler.” -John Seaman

“Full time.” -Howard Silvermintz

“Delegation, tips for making calls.” -Rich Slavin

“Call more often. Thank you and have a great day.” -Tony Woelfel

“I just need to make the calls. Make the calls.” -Geoffrey Wright

“Start planning to use someone to make calls. Relook and think how I do business.” -Rick Zeitler