How We Helped Client Y Build His New Financial Advisory Practice
"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!"
Appointment Generation
Client Overview
"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!"
Process Overview
Client Y started with Advisor Appointments in October of 2020. He opted to utilize the traditional, networking approach. Over the time period since he became a client, he has received approximately 23 calls with qualified prospects.
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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