Gail B. Goodman has spent more than two decades perfecting a systematic way of understanding the appointment setting phone call for financial services professionals. Her engaging and funny style has inspired thousands of advisors, managers and recruiters to nickname her The Phone Teacher and she is THE recognized expert in the field.

Ms. Goodman has trained over 50,000 advisors and managers and is attributed to saving many careers. Ms. Goodman continues to update her training materials to reflect how we must adapt our phoning and incorporate new technologies into our prospecting. She is a frequent contributor to industry publications and her client list is a who’s-who in the financial services industry. Ms Goodman is married and lives in Bedford Hills, NY on a small horse farm with her husband, three horses, one cat and five parrots.