Financial Services appointment setting
Introductory meetings booked for financial advisors.
We help advisors and planning firms turn enquiries, seminar attendees and referrals into booked introductory meetings, handled professionally and discreetly.
Appointments we book
- Introductory consultations
- Portfolio reviews
- Retirement planning meetings
- Seminar follow-up calls
Who we support in financial services.
Who it's for
- Financial advisors and planners
- Wealth management firms
- Retirement planning specialists
- Accounting and tax firms
Challenges we solve
- Seminar and webinar attendees who are never followed up
- Advisors' time consumed by scheduling back-and-forth
- High expectations for a professional first impression
How our appointment setting works.
Seven steps from first contact to a confirmed appointment on your calendar.
- 1
Prospect identification
Work referrals, event attendees and website enquiries.
- 2
Lead qualification
Confirm interest and the type of meeting needed, without discussing investments.
- 3
Outreach
Professional, courteous contact using approved scripts.
- 4
Follow-up
Respectful follow-up that matches your firm's standards.
- 5
Appointment scheduling
Book introductory meetings in person or online.
- 6
Calendar coordination
Invites, reminders and preparation notes for each meeting.
- 7
Appointment reporting
Clear reporting on outreach and meetings booked.
Compliant, professional outreach
We follow your compliance department's approved language, never discuss investments or performance, and contact only prospects with appropriate consent.
Appointment setting packages.
Start with the scope that matches your team. Every package is tailored to your industry and leads.
Starter
Custom quote
Appointment setting for one agent or a small team.
Deliverables
- Prospect profile and script
- Outreach to your leads
- Calendar booking
- Weekly summary
Features
- One calendar
- Reminder messages
- Email reporting
Professional
PopularCustom quote
A dedicated appointment-setting workflow for a growing team.
Deliverables
- Lead qualification
- Multi-step follow-up
- Booking across several calendars
- CRM updates
Features
- Several agents or reps
- No-show follow-up
- Weekly reporting
- Strategy calls
Enterprise
Custom quote
Outbound prospecting and appointment setting at scale.
Deliverables
- Prospect list building
- Outbound and inbound coverage
- Multi-office scheduling
- Custom reporting
Features
- Dedicated team lead
- Compliance review of scripts
- Live dashboard
- Quarterly planning
Included in every package
Final pricing depends on scope and is confirmed in a written proposal before any work starts.
- Onboarding call and written plan
- Accounts and data kept in your name
- Clear reporting on activity and results
- A named point of contact
- No promised rankings, leads or meeting counts
Frequently asked questions.
Do you provide financial advice?
No. We only book meetings. All advice comes from you and your licensed team.
Can you follow up after seminars?
Yes. Seminar and webinar follow-up is one of the most common uses for advisors.
Start the conversation
Ready for more financial services appointments?
Book a free consultation. We will review your leads and process and recommend a practical starting point.