Platinum One-on-One Appointment Setting Program
One-on-One meetings set with qualified affluent prospects!
Our Platinum Appointment Setting Program is a phenomenal marketing method to help reach the estimated 70% of higher net worth prospects that statistics show will never attend a public seminar event. Time-tested and proven highly effective, this lead generation program targets qualified wealthier prospects to meet for one-on-one in-office appointments in a private and professional setting for a full financial review.
- Generates one-on-one appointments with wealthier prospects that, according to statistics, will never attend a traditional seminar event.
- Offers $100 Card to high end local restaurant in return for financial review.
- List targets higher net-worth individuals with $250,000 and up in IPA (Income Producing Assets).
- Toll Free number provided for each individual campaign.
- 24/7 live call center provided for all prospect inbound calls.
- All incoming calls are recorded and uploaded to password protected website, enabling you to view and listen to all calls.
- Includes confirmation letter and checklist of required documents necessary for financial review.
Included in Package:
- Complete start to finish “Steps to Optimum Success” process.
- Fully personalized Wedding Style Invitation with bio card.
- Available in your choice of open or closed faced wedding style envelope
- Appointment pre-screening and setting by professional call center.
- Web-based site to manage and listen to recorded calls.
- APPOINTMENT CONFIRMATION LETTER and necessary documents CHECKLIST for Financial Review.