Appointments

We bring the customers to you
Set Appointments, Do the Deal

Build Lasting Connections With Affluent Prospects In Face-to-Face Meetings

If you’re a financial advisor looking to attract and engage with high-value prospects, look no further than our proprietary 1-to-1 Appointment Program. As the first proven appointment-setting program launched in the financial services marketplace, you’ll soon see why it’s worth your investment. With our 1-to-1 Appointment Program, you’ll tap into a wealth of resources designed to help you quickly and efficiently gain new clientele, such as:

• Our time-tested, proven method for securing affluent prospects ($250,000+ in assets) effectively in markets of every size and across different demographic groups

• ConciergeRSVP online portal lets you manage your calendar appointment availability in real time, virtually eliminating double-booking for inbound meeting requests  

Call center agents expertly trained to contact and pre-qualify each prospect before booking 1-to-1 appointments

 

Grow Market Share While Maintaining Work-Life Balance

Expensive dinners in fancy restaurants are a great way to engage with potential financial services clients interested in your expertise or advice. But covering meal costs can add up quickly — not to mention all the long evenings spent wooing clients instead of with friends and family. That’s why our 1-to-1 Appointment Program offers three different incentive offers for you to choose from:

Traditional dinner appointment at a nice restaurant. There are some potential clients you’re willing to go the extra mile in order to secure. In those cases, we’ll schedule a face-to-face dinner meeting at the venue you prefer.

Restaurant gift card offer + alternative appointment locations. Spending too much time and money on dinner appointments with prospects? Our gift card incentive option opens up a variety of alternative meeting locations to meet with prospective clients. This option also helps you to remain compliant with your state’s regulations and hit your monthly target budget.

Combination dinner meeting and gift card incentive offer. Maybe you’d like prospects to choose whichever option works best for them, or mix and match incentives based on each client’s net worth. Our 1-to-1 Appointment Program lets you customize these incentive offers to discover which options work best for your client acquisition needs!

 

Learn More About Our Appointment Setting Services

Contact us today to learn how we can fill your pipeline with affluent financial services prospects.
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The Stats

Our Long-standing Results Speak for Themselves

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Attendance Rate
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Average Case Value
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Average Conversion Rate

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