Course Overview

This course provides an overview of  waitlisting tips. It includes the use of a calendar scheduling app and provides examples of scheduling cadences. In addition, pull phrases from the course you can incorporate to explain your waitlist.

Course Content

  • 1

    Waitlisting Tips

    • Waitlisting Tips

Meet Your Coach

Executive Business Coach

Arlene Moss

Arlene Moss leads the Executive Coaching Team at XYPN. Arlene gets a kick out of helping financial advisors get over being overwhelmed and take on their frustrations so their businesses soar. Arlene works to ensure XYPN members are able to help their clients prosper while creating a sustainable business model. Through small group instruction, webinars, and one-on-one coaching, members get the support they need to grow their businesses and overcome the challenges that come their way. XYPN’s Executive Coaching service is a premium service available to XYPN members. This service contains one-on-one coaching sessions, an elite accountability partner, and personalized guidance for building a successful financial planning business.