Your Personal Secretary

About Your Personal Secretary

Lead Calling Services that you can afford!

Your Personal Secretary is a lead calling service that works with the Agent to fulfill their lead calling needs and book their appointments.

What we do– We call the leads that you provide to us six times over 7 days Monday through Saturday, no calls on Sunday. Each call is hand dialed and the results are recorded in your weekly report. 

Reports– You will receive a weekly report  on lead calling results. However, as soon as we schedule an appointment, you will see it appear on your calendar with detailed information.

Company policies– We provide a lead calling service. We do not make cold calls or provide leads. We have lead companies that we would be happy to refer you to, just ask!

Leads we call-- Annuity, Medicare, LTC, College Planning, Mortgage Protection, Reverse Mortgage and Client contact. We do not make cold calls. 

A note from Kriss -- In 2002 Your Personal Secretary was started by Jackie and I. We decided the industry needed appointment setters without having to pay for a  full time secretary. With email and virtual calendars YPS started making calls for Financial Planning Seminars. The "green sheets" were swiftly emailed and the appointments were set immediately and sometimes the same day, from their live virtual Secretary who they just saw a photograph of. 

Soon after we had a request for lead cards to be called and we have been dialing and smiling ever since.