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Company Description
Elite Scheduling Services is a U.S.-based provider of specialized virtual assistant support founded in 2009, helping financial advisors, external wholesalers, and real estate professionals free up time, increase sales, and scale operations. The company’s seasoned team of assistants, located across the United States, delivers end-to-end scheduling and appointment setting—prospecting, warm calls, follow-ups, confirmations, and event outreach—to keep calendars full and territories optimized. For financial advisors, they engage referrals, event attendees, and existing clients for annual reviews; for wholesalers, they target the right advisors across defined geographies; for real estate professionals, they coordinate meetings with bankers, attorneys, CPAs, appraisers, property managers, trades, investors, inspectors, and more. Beyond scheduling, Elite plans and calls for revenue-driving events—seminars, lunch‑n‑learns, client appreciation dinners, golf outings, clam bakes, and happy hours—ensuring the right guests are invited, confirmed, and reminded. Complementary marketing support spans website and social media upkeep, mailer campaigns, video editing, and sourcing promotional items, while administrative services cover paperwork processing, database maintenance, thank‑you and birthday card programs, gift purchasing, travel coordination, and bookkeeping. Led by founder Danae Branson, who has worked across the financial and real estate sectors since 1999 with IMOs, MDRT advisors, REITs, mortgage lenders, external wholesalers, agents, appraisers, and investors, the firm emphasizes measurable ROI, professionalism, and long-term partnership—echoed by testimonials from regional vice presidents who credit Elite with full calendars, well-attended workshops, and new opportunities surfaced through diligent outreach. With industry familiarity spanning annuities, life insurance, mutual funds, 401(k), real estate investment trusts, and related products, Elite represents clients’ brands with care and converts activity into quality appointments and events, providing a reliable, scalable extension of busy sales and client service teams.
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