The Adviser Appointment Conversion System

Most advisers will have some Unfulfilled Potential between where you are now and where you want to be. So we’ll start there.In the Discover phase, you go from lacking focus to being battle ready. We help you create a new client acquisition plan and we get clear on: How many new clients you want… Where you want them… What you’re doing now and how effective that is. Next, we get you set up quickly. This is a done for you service. We’ll find, qualify and introduce individuals who want your financial advice. To do this, we have a fast track setup process so our service can run like clockwork for you. Then we focus on balancing your budget for introductions. Our system focuses on supplying telephone warm transfers with less emphasis on forms. That’s because our experience is you’ll convert more telephone introductions than form introductions. This is factored into pricing. In addition to the method of introduction, all introductions go through a dual qualification process. Using sophisticated data profiling with live questioning in our FCA approved call centre we assess a prospect’s asset value and financial advice wanted. Based on these two methods of qualification, we assure a fair and transparent price for every introduction. More or less according to their affluence and likelihood of conversion. We don’t just leave things there though. We do 3 things to amplify your chances of getting great results. First, we make it easy for you to record a short welcome video. We send this to the introduction before you meet. It’s an opportunity to make a consistently good first impression. You share something of your skills, experience and a warm welcome. This really helps the prospect feel that they have made a good decision to meet you. And you have immediately enhanced your standing, before you even meet them!Second, we offer you an opportunity to be featured on our professionally written local landing pages. Your image and a short description to your services will be used as an example of the quality of the financial advisers we represent. It’s called Featured Face and it’s free.Thirdly, we take one big step to enhance your authority. You guest on the Meet Professionals Podcast. Podcasting is a superb way to enhance your authority. You’ll be interviewed by a veteran podcaster and the podcast recording will also be shared with the prospect in advance of your meeting. In the convert stage, we focus on delivering a high level of conversions. We want you to convert our exclusive introductions into great clients, making it likely they’ll recommend you to friends and family. In our research, you told us other lead providers effectively sell unqualified prospects. What that sort of supplier doesn’t understand is the importance of qualification and that it works both ways. That’s why we focus on amplifying your authority. We know that conversions are always higher for warm transfers than they are with form-fills. Warm transfers mitigate the risk of you playing telephone tag. If we cannot transfer the introduction immediately, we’ll set up a call back. You know, nothing gets converted when the prospect fails to show for the meeting. So, once we have spoken to the prospect we fast track them to you. They’ve got momentum. You’ll be sent a qualification brief in real time. You can then set up either an online or offline meeting with the prospect directly from your account dashboard. It’s simple to do and most of all quick, whilst we take care of the email notifications. Finally, you would want us to deliver more of the qualified introductions that convert and less of those that don’t. So we do. We use artificial intelligence to analyse the prospects original search all the way to converting as a new client. We learn and make continual improvements to train The Adviser Appointment Conversion System so that it gives you better results and ever improving returns on your investment. We are signing up Financial Adviser clients now. If you are interested then please call Meet Professionals on 01535 654930 or email [email protected]. Thank you.