Monthly Archives: March 2020

Business Tips & Tricks for Navigating These Unprecedented Times

As most of our world starts working from home and practicing this new social-distancing measure, business can get a bit tricky. We want to be courteous to everyone in this time, yet we still have services to offer our clients. I work in the financial industry and these are some of the things that we’ve been doing to continue scheduling meetings.

  1. Phone appointments – Offer a phone appointment in lieu of the standard and now taboo face-to-face appointment.
  2. Video chats – Some people still like to see each other face-to-face and programs like Zoom are great for that.
  3. Webinars – WebEx is a great service professionals are using to offer webinars to people about how their services are helping their clients during these times.
  4. Being respectful – We do understand that certain regions and industries in our country are in different phases of this lockdown and although some areas have been super receptive to these new virtual meetings we do realize they may not be best for some regions and/or industries.

The one thing I do know for certain is that the financial industry has to keep going. Financial advisors have clients who may need them now more than ever. Perhaps just a refresh on their portfolio, or some reassurances to keeping their portfolio the same, and some may be looking at investment vehicles that will strengthen their portfolio at this time. Plus, you’ll always have savvy clients who are buying low hoping to reap the rewards when the economy bounces back.

We are still busy and helping all of our clients in the industry so if you are a financial professional and need some help scheduling phone appointments, video chats or webinars please feel free to give us a call at 515.309.2838 or shoot us an email at

Regardless of your situation now is the best time to take advantage of time with your family. Play games, enjoy each others company and now for a lot of people it’s become ‘Bring Your Kid To Work Day’ every day, put those kids to work. 😊

Continue to smile, laugh and love. We’ll get through this together!

Motivation Tuesday!

Okay, so I realize it’s typically Motivation Monday, but I post my blog on Tuesday’s and let’s face it – we could use some motivation every day! And especially with the time change, some of us are struggling a little bit more than others with our motivation this week.

At times we all struggle with motivation. We have great intentions, but at times we need a little boost. Where do we get our motivation? Maybe it’s from attending a conference, reading an article or seeing something on TV but that motivation quickly fades, and we are back to our old habits.

So how do we stay motivated? Look at the list of fun ways to stay motivated below.

*Create goals and post them. I am a goal setter and I love to write down my goals in notebooks or on sticky notes and post them. They may be business goals, income goals, fitness goals, home goals, travel goals… you get the picture. I not only like to post my goals where I can see them I like to post photos of what I’m working towards as well. You could tack up a photo of your dream home, dream vacation, dream office, dream life … whatever you dream, post it where you can see it daily.

*Create a reward system. I’ll be honest – my reward system is quite hilarious because even though it does force me to work harder I don’t always reward myself with what I intended. For instance, years ago I created some income goals and once I reached them my reward was to hire a cleaning lady. I decided when I reached my goal, I should probably make even more money before I hire cleaning lady, so I did it again. It’s been 10 years and I’ve reached 4 major income goals and have never hired a cleaning lady. Somehow this bizarre reward that I never give myself is still working for me! I do sprinkle in a booked massage or facial now and then, but my big goal of hiring a cleaning lady … I’ve just never pulled the trigger. Maybe this year will be the year!

*Have fun! Stay motivated by scheduling some fun in each day – I guess you can view this as a reward for working hard but when you have something to look forward to it does make a person more productive. Schedule lunch with a friend, schedule a massage, stop by DQ for your favorite cool treat, listen to your favorite podcast – whatever it is – do it! Don’t get stuck in a cycle of wake, work, eat, sleep, repeat. Schedule some fun in every day – even if its only 5 minutes of fun – it’ll be worth it.

*Get an accountability partner. If you can’t stay motivated on your own no matter what you try, find someone who will motivate you. Depending on where you live it may be difficult to find like-minded people, or someone interested in trading motivational banter, so you may need to network to find just the right person. If you can find someone to talk to and bounce ideas off of to stay motivated it can go a long way.

*Join a group. You may find a local group or online group that helps motivate you and keep you on your toes. There are a lot of very ambitious people out there willing to help others. They often meet monthly or weekly and sometimes meetings include a meal. Whatever it is – research the group and make sure it’s a good fit for you.

*Hire a business or life coach. If you are super serious about achieving all the goals in your life and know you need more help than what’s listed above – consider hiring a business coach or life coach. There are many great ones out there that love helping people achieve their dreams. Ask a friend, a lot of people use business or life coach and many have had incredible results.

Whatever you decide to do, just do it! A great friend of mine and I were talking the other day and she was talking about going back to school for a new career. Of course, we discussed the fact that once you are married, have kids and are nearing 40 – going back to school isn’t exactly ideal. But she made a comment that has really stuck with me. She said, “The time is going to pass anyway.”

That is such a great way to look at it! You can do what you want today and in two years be exactly where you wanted to be OR you can sit back, do nothing and in two years be in the exact same situation you are today. The time is going to pass anyway. Ultimately the choice is yours! How do you want to live your life?

Danae Branson is the Founder of Elite Scheduling Services. Elite specializes in appointment setting services for financial professionals.


Get Uncomfortable

Successful people are risk takers and successful people know that the key to continued growth and success is to get uncomfortable. Getting uncomfortable keeps you sharp, it keeps you in tune with what your clients want and it forces you to always bring your “A” game. When you feel like your success has grown stagnant take a step back and consider if maybe you’ve just gotten too comfortable with your career? Or with your business?

When it comes to growing your business is there something you’ve always wanted to do but you’ve been hesitant because you just aren’t sure of yourself? Is there something that you know would skyrocket your business to the top but it’s risky or outside of your realm of comfort? If your sales have plateaued and you desire to continue to grow your sales then get uncomfortable. Take a deep breath, form a plan and stick to it. Don’t chicken out.

Set your goals. Write them down. Follow them. Continue to tell yourself that real growth only happens when you get uncomfortable. It’s time to push yourself, see what you’re made of and move forward. We all have times in our lives where we are just comfortable and that’s okay. Some people grow a business and are content when it plateaus. They just coast along keeping it at the same level and they are happy. And others of us are blessed (or cursed, whichever way you look at it) with the desire to always want more. To want to achieve more. To keep on going. We are those people that need to get uncomfortable.

So is getting uncomfortable for you? Take a moment and think about your career/business. Where are you in it? Is it enough for you? Do you want more? Where do you see yourself in 5 years, 10 years, heck where do you see yourself this year? If you want more, need more, desire more – then keep climbing my friend. Make a pact with yourself right now that you are going to spend more time this year getting uncomfortable and you will be amazed at what you can do.

Danae Branson is the founder of Elite Scheduling Services offering virtual appointment setting, marketing and administrative services to professionals in the financial industry. You can learn more at