An Introduction
Do you find the prospect of finding new clients a time consuming and expensive activity that may not always produce the desired end result? If so, our Appointment Accelerator Strategy™ could well be the solution for you.
We take the strain out of your marketing activities by having individual appointments booked into your diary at a time and date of your choosing and at a cost effective price. Our appointments are made with Company Directors on the basis of getting more from their existing pensions.
We do all the work for you
Typically we make four to five appointments a month for each IFA, but it is the IFA who determines how many are required, and we will turn the appointment making tap up and down or on and off according to need.
There is no minimum number of appointments, and no minimum membership period.
We do all the work for you, including:
- identifying potential prospects in your area
- telephoning them to screen out all the negative responses until we find those who are open minded enough to agree to meet with you
- pinning them down to meet you on a day and at a time you have agreed to be available
- writing to them confirming the appointment
- telephoning them the day before your meeting to make sure they have not forgotten!
This leaves you to do what you do best when you arrive at the appointment - sell yourself, your practice, and your services.