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Focus on what matters. Have kept meetings with qualified individuals looking to work with the best financial professionals.
Let professionals make sure your appointments keep, while you focus on the clients needs.
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We have a team of individuals who's job it is to message all prospects and place appointments on the calendar.
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Our team of dialing professionals reach out to all of our prospects and schedule them directly on your calendar.
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Work hand in hand with our appointment concierge to make sure your appointments keep with out qualified prospects.
Work with qualified prospects that are looking for a financial professional like you. Our prospects understand the value of working with and professional and want to improve their financial situation.
We do offer appointments and leads in specific states but we require a minimum of 10-15 States, depending on which States you select. It costs an extra $500/ Month.
We do have a 3 month commitment, but if our process does not work for you we do allow for the 3 month commitment to be broken during the 2nd month. We’re not here to take your money if something isn't working for you for whatever reason.
Financial Professionals that work with us get a mix of prospects to make sure we keep the costs stable. If we were to only get you in front of prospects with over $1,000,000+ in assets our prices would skyrocket.
We generate our prospects either through content directly on websites or ads across multiple platforms including Facebook and Instagram. Our welcome packet has examples of the content we create to generate the prospects and the script we use to book and qualify them
