IFA Appointment MakingA Total Marketing Strategy

Adviser Breakthrough Appointment Solutions is not simply an appointment making service, but a full marketing strategy.

We work with you to make sure you have a proper strategy in place to bring in the business you want.

We will show you how to overcome the inevitable initial prospect scepticism, how to spot the right opportunities, and how to position yourself to take full advantage of those opportunities.

We will devise a strategy with you that will give you the right number of appointments, over the right period, to ensure you meet your business targets without over burdening your practice with the additional administration each new client brings.

A Compliant, Professional Service

Cold calling in our profession can be a legal minefield. Why take the risk of doing it yourself? Our appointment makers are fully trained professionals who follow very carefully crafted guidelines to ensure we comply with all the regulations.

You can attend your initial meetings with the new clients we find for you in complete confidence that the booking has been made compliantly and professionally.

Testimonials

"I have found the appointment service hugely beneficial to the profitability of my business, enabling me to strategically develop my practice far quicker than would otherwise have been possible."

Simon Davies, IFA, Oxfordshire

More Testimonials

Contact Us

  • Phone: 023 8089 2444
  • E-mail:
  • Post: 4 Chevron Business Park
    Holbury
    Southampton
    SO45 2QL