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.
Appointment Generation
Client Overview
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.
Process Overview
At Advisor Appointments, we’re full service, not just a software. This means that we have professionals going into your account daily sending manual responses and personalized follow ups. Additionally, we have advanced CRMs to track progress (you can see an example to the left of Client A's CRM).
Don't take our word for it, take theirs!
Our client's words speak louder than ours.
“My only complaint is I am receiving too many appointments! I am one month in and I already have one $1.9mm prospect. Overall, I'd say the service is performing far better than I expected and I cannot thank your team enough.”
Francis Deol
“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.”
Jay Simmons
Sam Rozenthal
" 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."
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.
Contact Us