Marketing Agency

LinkedIn Marketing built for
Financial Advisors.

We book you on the phone with 8-10+ qualified prospects every month, guaranteed.

Our Services

Guaranteed LinkedIn appointment generation to take your business to the next level

Advisor Appointments is designed for financial advisors. Our  methods also provide unmatched results for those in a variety of different industries which is why we  developed plans with guaranteed results for B2B sales needs, agencies, recruiters, entrepreneurs, and everyone in between.

Testimonials

Don't take our word for it, take theirs.

Hear what our rapidly growing client base has to say about our service.

My experience with Advisor Appointments was fantastic. They’re a team of highly intelligent, well organized, easily accessible, individuals, that remained consummate professionals even when I at times did not.

Their highly organized and fastidious nature was easily able to accommodate and wholly mitigate my own professional weaknesses as it pertains to client acquisition. They not only were able to do the tedious heavy lifting on original contact, but their follow through dialogue was so responsive, relevant, and meticulous, that out of hundreds of conversations, I did not have one single person that got the impression that they were talking to anyone other than me.

The increase in business and consequential increase in revenue more than compensated for the financial outlay, and will pay through for years to come. They provided so many leads so fast that the issue was never “would it be enough”, but rather “how do I keep up?”.

This review may seem gratuitously positive, however the objective truth is, that I frankly can’t say enough positive things about them to properly articulate how happy I was with their service. We will use them time, and time, and time, again. In 24 years in business I have yet to find another service that I would recommend as quickly if someone where to ask me how to increase client acquisition for their business.

Scott M.
Financial Advisor

“My experience with Advisor Appointments has been quite positive and impressive. They have a very well thought out approach to those in the financial services business. My recommendation is that you give Advisor Appointments a chance to show you what they can do for your business prospecting.”

Roger C.
Financial Advisor
Yudi R.

" I was promised 5 appointments per month, 15 appointments total. Three months later, I have now had 80 appointments. The team at Advisor Appointments has far exceeded my expectations. Overall, their service has paid for itself many times over."

My experience with Advisor Appointments have been quite positive and impressive. They have a very well thought out approach to those in the financial services business.

My recommendation is that you give Advisor Appointments a chance to show you what they can do for your business prospecting. We know that the general public needs our help desperately, because of the changes that have occurred in the past 3 years.

When talking with prospects….. take a stand not an order!

Tom Doncaster
Financial Advisor

I engaged “Advisor Appointments” to help generate some activity and find new prospective clients.

I was overwhelmed with responses, and Zain and his team do a great job on following through with everything they promise. We won’t do another LinkedIn campaign without the help of Advisor Appointments.

Mac J.
Financial Advisor

I have been working with Advisor Appointments for the last three months. They have booked over fifty meetings with qualified prospects. Their communication has been great, from our initial
screening process to making adjustments as we go.

Zain and his team are very easy to work with and I would recommend them as a part of your social media marketing campaign.

Chris H.
Financial Advisor

I have been working with Advisor Appointments for the last three months. They have booked over fifty meetings with qualified prospects. Their communication has been great, from our initial
screening process to making adjustments as we go.

Zain and his team are very easy to work with and I would recommend them as a part of your social media marketing campaign

Marcus Snow 
Financial Advisor
Roger Castonguey
Financial Advisor
Yudi Rosenzweig
Financial Advisor
About Us

The great team of industry experts behind Advisor Appointments

We have a rapidly growing team of B2B sales experts, marketing gurus, savvy entrepreneurs, and innovative thinkers. We believe heavily in pro-activity and creativity, which is why we emphasize recruiting active thinkers to not only follow the model we ask them to follow, but to think critically about your specific problems and approach them from new angles.

About Us
Our Process

A simple, yet powerful and  efficient LinkedIn appointment generation process

We offer a full do-it for you service to all of our clients. We take care of targeting, creating personalized scripts, messaging 2,500+ prospects per month, communicating with them, and ultimately booking them on your calendar for an introductory call.

1. Target

Businesses are not leveraging the concept of social prospecting. There is a pool of un-tapped data and prospects in Sales Navigator, and at Advisor Appointments, we use it for you to create your ideal target audience.

2. Messege

We create personalized scripts for each of our clients based on your narrative, target market, and approach angle. You will have weekly meetings with our CEO to optimize and alter your scripting as we progress throughout the duration of your campaign.

3. Book

Unlike our competitors, we don't leave you to handle the back and forth between you and the 2,500+ prospects we message on your behalf per month. We handle all the responses and build a rapport with the prospect. This allows us to pass off a relationship to you, not a stranger.

Case Studies

The results speak for themselves

View All

Case Study Client A

Client A started with Advisor Appointments in September 2020. He chose to utilize our more aggressive approach, which we were piloting in November, focusing on appointments with prospects who are interested in a conversation about financial services, as opposed to networking. With the more aggressive approach, Advisor Appointments obtained approximately 22 appointments with qualified prospects for Client A, with nearly half likely converting soon for the client. In the following pages, you can see examples of conversations from Client A's LinkedIn account.

22
Booking Calls
10
Immediately Interested in Financial Services

How We Helped Yudi Receive 85 Qualified Appointments in 3 Months

Yudi started with Advisor Appointments in May 2020. He opted to utilize the traditional networking approach. Since he became a client, he has received 100+ calls with qualified prospects. Yudi's testimonial: https://bit.ly/3kxrlXz

100+
Booking Calls
16
Immediately Interested in Financial Services
Articles & News

Browse our content on automated LinkedIn growth marketing

View All

Why LinkedIn is a Must-Have for Financial Advisors?

Some financial advisors might overlook and underestimate the significance of LinkedIn. There are a lot of reasons behind this, yet the most common and reasonable explanation would be due to the lack of resources and time. LinkedIn is viewed as a job-seeking platform for recruiters. But at this point, like never before, LinkedIn has advanced into the leading platform for all businesses regarding marketing. 

December 14, 2020

The Power of LinkedIn Marketing for Financial Advisors

You're consistently connecting with others on LinkedIn, from new associates to past customers and partners. The more individuals you connect with, the greater chances you have of getting more referrals or connections. LinkedIn has an advanced search feature to assist you in targeting particular locations, companies, job titles, industries, schools, groups, and more. It's significant for sharing your content with 500 million professionals around the world. Financial advisor prospecting with LinkedIn is very simple when you realize how to utilize all features of the tools available on it. From sharing and creating content that sets up your position to build strong relations with your audience, LinkedIn is the ideal approach to widen your online significance and presence. 

December 14, 2020

Secrets to Generating Appointments with your LinkedIn

For some businesses, LinkedIn leads generation gives one of the best returns of all social media network techniques out there. Our research proves that the traffic generated from LinkedIn created the highest visitor-to-lead conversion rate (2.74 %)- three times greater than Facebook (0.77 %) and Twitter (0.69 %). With the right sort of pitching, engagement, and targeting you can use your LinkedIn profile to secure more leads for your business.

December 14, 2020

Ready to supercharge your growth?

Schedule your free 15-minute introductory call with our strategy team to get a better understand of what we can offer you and your practice.

Get in touch today!

We'd love to hear from you and see if you are a good fit for our growth service. Schedule your free 15-minute introductory call with us today.

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