Resource Solutions’ Platinum Appointment Setting Program is a very effective marketing strategy that can help you reach the estimated 70% of higher net worth prospects that statistics show will never attend a public seminar event.
- Generates one-on-one appointments with wealthier prospects
- 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
Also Included in Complete Turn-Key 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 CONFIRMATION LETTER and necessary documents CHECKLIST for Financial Review.