• Your calendar filled with 17-22 appointments per week with producers and prospects
  • Maximized exposure and penetration within your territory
  • Streamlined travel plans, meeting your key clients and prospects every 4 – 7 weeks
  • Marketing and support programs in place: thank you notes, mailing programs, birthday and anniversary greetings, event planning, expense processing and completed activity reports
  • Stronger relationships with clients by adding one more point of contact and personality to your team
I would recommend their services to any wholesaler who is serious about taking their business to the next level…”
Brandon Pacheco
Regional Vice President
I can say without hesitation that the impact Paragon Planners has had on my business has been remarkable. Without fail, my calendar is filled...”
John L. Phillips
Senior Vice President
The Midwest can be difficult at times due to long drives between appointments. I am amazed at the accuracy in scheduling appointments...”
Alex McGillivary
Assistant Vice President
Paragon Planners' exceptional work ethic and people skills have definitely been a tremendous asset to my career.”
Steve Shore
Regional Vice President

Paragon Planners specializes in appointment setting, territory management and sales support for professionals in the financial industry.

Paragon Planners understands your needs and time constraints as a wholesaler or advisor within the financial industry – as close as it comes without carrying the bag! We are prepared to earn the position of a trusted member of your team.

Paragon Planners specializes in territory management concentrating on scheduling, marketing, administrative support, event planning and execution. We will propel your business AND give you time for what is important to you.