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Client X started with Advisor Appointments in June 2020. He began by opting to use the traditional networking approach, but as his schedule got busier, he chose to utilize a more aggressive approach. With the original networking approach, Advisor Appointments was able to obtain 10-15 general networking appointments each month with 0-2 focused conversations. With the more aggressive approach, Client X receives no networking appointments, and 3-4 appointments focusing on financial services.
"My experience with Advisor Appointments has been quite positive and impressive. They have a very well thought out approach for 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!"
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
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.