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
Appointment Generation
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
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 below of Yudi's CRM).
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.”
“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.”
" 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."
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.
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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