Custom Appointments, Delivered.
Getting in front of prospective clients has never been easier.
Custom Appointments, Delivered.
Getting in front of prospective clients has never been easier.
Get Vetted and Qualified Appointments Delivered to Your Calendar
There are 2 major challenges that anyone who wants to be a success in the financial services space needs to overcome. The first is getting qualified appointments and the second is closing them. These two factors alone can make all the difference.
The Appointment Setter is a system that completely solves these problems, and can provide not only custom virtual appointments with interested and vetted people, but also expert training that will allow anyone to get closes so that they can achieve their career goals.
The Appointment Setter Is Ideal For:
Financial Advisors
Financial Planners
Retirement Planners
Life Insurance Agents
Get Appointments, Not Just Leads
The Appointment Setter gets you in front of people via virtual conference who have already expressed interest in services and have agreed to an actual appointment. This is miles ahead of just getting lists of names to cold-call through who may or may not be interested. Increase your efficiency and spend more time talking to people who need and want your services and who can be closed.
- Choose what areas you want to operate in
- Select time when you are available
- Get virtual appointments added to your calendar and CRM
It’s as easy as that. No more cold-calling. No more hustling for appointments. Find people easily and conveniently so that you can do what you do best. Best of all, The Appointment Setter is FREE to use. You only pay for appointments.
Pricing Options
Select the option that provides the number of appointments you want. Change or cancel at any time.
Learn How To Be Effective
With The Appointment Setter, you not only get custom appointments, but you also learn what to do with them. Learn the ins-and-outs about getting the right appointments for you, and most importantly, learn what to DO with those appointments so that every minute of your time is well-spent resulting in more closes for you.
You’ll learn:
- Best practices for engaging with potential clients
- Handling objections and fielding arguments
- How to get closes effectively
All this makes The Appointment Setter an invaluable resource for anyone working in the financial space.
If You're Ready To Expand Your Reach, The Appointment Setter Is For You
Take things to the next level with a steady stream of qualified appointments and the training to close deals like never before. Don’t keep grinding for leads when you can literally get interested people making appointing to see you.
About Our Service
Get in front of qualified prospects who have questions about their state or federal pension as they are near or at retirement. They request to virtually meet with an advisor to get their questions answered and then you educate them and position the product that helps – the only complete booking source for appointments in financial services anywhere.
There is no requirement to move your contracts or write business through us – write business wherever you want.
- No obligation, quit at any time
- You do not pay for cancels
- Average Assets $155k in 403b, 457, 401k, IRA, Roth etc
- IUL opportunity, Term, LTC and AUM, opportunity
- GOOD advisors can add 500k in AUM per month.
- No securities license necessary.
Essential Training
Learn how to succeed with preset appointments with our Essential Training. Give yourself the edge and get more closes with information, coaching and more:
- Access to all 40 + training videos+ many more coming
- Interactive lessons that ensure you grasp key concepts
- Recordings of live appointments with commentary
- Power Point presentation that pre-handles common objections
- Fact finder
- Opportunity to do joint work with your trainer
- Exclusive access to a twice weekly “Open Mic” support group where agents can ask questions live and get ongoing support with hurdles, objections, etc.
- Access to 20+ previously recorded open mic mastermind sessions.
- Access to voxxer group where you can get questions answered in real time 24/7.
- Strategy call with course creator.
The only comprehensive training program available for financial service and insurance leads anywhere.
This program is everything you need A-Z to successfully run and close preset appointments. It has been developed and refined with the data from thousands of appointments.
Get all the benefits of the above plans along with even more tools and insight that all but guarantee your success!
- Exclusive access to a twice weekly “Open Mic” support group where agents can ask questions live and get ongoing support with hurdles, objections, etc.
- Access to 20+ previously recorded open mic mastermind sessions.
- Access to voxxer group where you can get questions answered in real time 24/7.
- Strategy call with course creator.
The only comprehensive training program available for financial service and insurance leads anywhere.