How we helped Client X achieve a 5x ROI
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.
Appointment Generation
Client Overview
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.
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 X'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."
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