Precision Appointments

The Precision Appointments team is comprised of seasoned financial phone representatives adept in navigating your financial practice dynamics, ensuring effective engagement with leads to convert them into qualified appointments.

What You Get

  • Timely and consistent telephone calls to engage leads inside your marketing funnels
  • Specially trained phone agents to represent your brand
  • Customized call scripting options
  • Direct sync to your calendar for scheduling
  • Appointments delivered that include data and call notes
  • Weekly reporting on each campaign with actionable metrics
  • Lead engagement specialist to help maximize your campaigns and experience

Gain Precision Appointments from our specialized annuity lead funnels. Appointments tailored to your schedule preferences. Enjoy exclusive territories and premium leads for optimal conversion. Only $500 per appointment.

Call your Advisor Development Consultant today for more information.

800-752-0207

At A Glance

Calling Services

  • Appointment setting with digital, radio, TV, seminar, and any lead types
  • Confirmation or Qualifying calls for events
  • Older database leads or new leads
  • Inbound calling for media sourced leads

Lead Generation

  • Annuity funnel leads
  • Preset to an appointment

Cost and Timing

Option 1: $15 for 5 attempts

Three-week campaign. Minimum 5 call attempts per lead

Option 2: $10 for 3 attempts

Two-week call campaign. Minimum 3 call attempts per lead

Option 3: $75 an hour for outbound dialing (average 45 calls per hour)

Great for cold leads and confirmation calls for events

Use advisor voice recording for voicemails

Option 4: $60 an hour for inbound calls

Live dedicated team member to answer your inbound calls for any media source. Available on weekends.

FOR FINANCIAL PROFESSIONAL USE ONLY.

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