Appointments Close More Business

Apr 7, 2021 | Financial

Marketing Blog

There will always be people among your target audience who, for various reasons, will choose not to participate in a financial seminar or educational workshop you offer.

However, that doesn’t mean you have to write off those prospects. Not if you’re using our appointment-setting program, anyway. That’s because AppointmentConnect enables you to reach people fitting your ideal client profile who are open to a face-to-face meeting, either in-person or online. So what are you waiting for? This marketing strategy will connect you with financial advisor leads who are motivated and ready to meet with you. Let’s connect with them!

Appointments Close More Business

More and more advisors are turning to multichannel marketing. But appointment setting and a one-on-one meeting with a potential client is the single best way to close more business. Setting the appointments? That’s the hard part. Cold calling is challenging and can result in less than stellar results. In fact, many financial advisor training programs are scrapping cold-calling altogether in favor of financial seminars. So without cold-calling, how can you reach more financial advisor leads more easily?

Introducing a Better Appointment Solution

What if I told you there is an appointment setting solution that uses a one-of-a-kind hybrid digital and traditional approach to connect you with qualified financial advisor leads? And that by using it, you’ll reach a wider audience and reach more prospects than if you went with just one solution. And here’s the best part – the appointments with these motivated financial advisor leads get added directly to your appointment calendar. Seamlessly. Welcome to AppointmentConnect!

Key AppointmentConnect features include:

  • Lead qualifying staff
  • Customized booking page
  • Exclusive, high-income prospects

Not surprisingly, our clients are having great success using AppointmentConnect.

With it, advisors acquire 7 to 15 qualified prospects each month. They also report a return on investment of 300% to 700%! That’s huge! Plus, each campaign generates 2 to 4 new clients.

What about profitability on these financial advisor leads?

  • 95% Meeting attendance rate
  • 30% Prospect to client conversion rate
  • $350,000 Average case size

Ready to Get Started?

AppointmentConnect can be a game changer. Download our FREE case study to learn how this solution has propelled other financial advisors to success. 

Rise Above the Competition

You’re busy enough running the day-to-day operations of your business. Choose LeadingResponse as your marketing partner and connect with consumers open to meeting with you privately. Contact us to get started with AppointmentConnect.

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