Pellegrini Team Consulting

Thank you to C2P for having me on a recent episode of their Rainmaker Multiplier On-Demand podcast!


I’m joined by Kirsten Schlumbohm, SVP, Head of Sales Support & Relationship Management at C2P and Prosperity Capital Advisors, as we discuss How to get More Client Referrals as a Financial Advisor.


Be sure to listen or watch The Rainmaker Multiplier On-Demand Podcast using the link below, and subscribe on your favorite platform!

Watch the episode and get show notes here:

How to Get More Client Referrals as a Financial Advisor Learn how to build a referral system that works. Gina Pellegrini shares the scripts, team habits, and client communication strategies that turn referrals into repeatable growth.

https://www.linkedin.com/posts/ginapellegrini1_the-6-scheduling-solutions-continues-with-activity-6736684747658944512-KQvH?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAO-OZEBy-70LLEKajX6R5a0g4HeDSLyIII

The 6 Scheduling Solutions continues with Step 1 - The Routine System. | Gina Pellegrini The 6 Scheduling Solutions continues with Step 1 - The Routine System.

https://www.linkedin.com/posts/ginapellegrini1_financial-advisors-do-you-have-a-scheduling-activity-6656589685730668544-oMnV?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAO-OZEBy-70LLEKajX6R5a0g4HeDSLyIII

Financial Advisors - Do you have a scheduling process? With a repeatable process, you'll have the number and type of appointments you want to turn prospects into clients and clients into referrers!… | Gina Pellegrini Financial Advisors - Do you have a scheduling process? With a repeatable process, you'll have the number and type of appointments you want to turn prospects into clients and clients into referrers! So, how do you make that happen? Delegate all scheduling! The advisor needs to be in front of prospect...

Financial Advisors - Do you have a scheduling process?

With a repeatable process, you'll have the number and type of appointments you want to turn prospects into clients and clients into referrers!

So, how do you make that happen? Delegate all scheduling! The advisor needs to be in front of prospects and clients - not trying to get them scheduled.

A trained scheduler can:
* Schedule all of your appointments
* Manage and protect your time
* Intercept and handle all incoming calls
* Continue to call the person until reached

Make scheduling a priority with the help of my training series, The Revenue Resource. Space is limited for our next session which begins on May 12, 2026.

https://www.linkedin.com/feed/update/urn:li:activity:7305271368546164736

#wearestrategiccoach #entrepreneurs #businesscoaching #growth | Strategic Coach You’re not stuck because of a lack of time—you’re stuck because of how you use it. For over 30 years, Gina Pellegrini has helped entrepreneurs scale—not by working harder, but by working smarter. As a Strategic Coach associate coach and founder of Pellegrini Team Consulting, Gina specializes...

Thank you to C2P (https://www.facebook.com/C2PEnterprises/) for inviting me on a recent Coffee Break with C2P podcast!

You probably have more prospects in your CRM than you think – But prospects only turn into opportunities if you go after them!

Tune in as I share my effective follow-up process, best practices and suggestions that can help improve your results. It’s time to better engage, nurture, and eventually convert your prospects into clients.

Be sure to listen at https://c2pe.info/3YYOasW and subscribe to the podcast on your favorite device!

https://blubrry.com/rainmaker_multiplier/104146982/let-go-lead-empowering-your-team/

Let Go & Lead: Empowering Your Team Host Jason L Smith interviews top experts and financial advisors, delivering compelling content focused on multiplying your: revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships – and rainmakers.

Gina rocking the room at the C2P Mastermind Event in Cleveland😍

Gina Pellegrini of Pellegrini Team Consulting leads our next session, "Leadership & Initiative!"