WE DO THINGS DIFFERENTLY!!
How to decide which appointment setting (Leads) company to use:
- First of all, a vetting process on clients provided to you as a financial advisor (Broker) is of cardinal importance for your business. A potential client must be vetted for 1) Affordability and 2) A need that MUST exist! You pay for writing potential new business and not for a name and
a number that might waste your time! Most companies promise you the stars and the moon but cannot deliver on their promises. We work strictly with Brokers referring other colleagues in the financial industry to us.
Ask yourself the following life-changing questions:
1) Does your Appointment (Leads) provider provide you with "leads" or Appointments? We provide you with appointments and not "leads" which means you PAY FOR sitting Infront of your potential client. We do!!
2) Will your Appointment (Leads) provider replace a paid appointment with a new appointment if for some reason it does not materialize? We do!!
3) Does your Appointment (Leads) provider provide you with a choice on what type of client you want to see? We do!!
4) Although numerous of our competitors have tried to copy our processes, our 4-step vetting process is unique which will ensure that you receive the quality you pay for. Are you tired of receiving wasteful clients and does your Appointment (Leads) provider vet clients before it is sent to you? We do!!
5) Is your Appointment provider an authorized vetted supplier of appointments for their Financial advisors (Brokers)? We are!! We are authorized, vetted, and POPIA compliant for all the major Insurance companies in South Africa.
6) Can your appointment (Leads) provider offer clients in different income brackets?
We do!! DATABASE OF CLIENTS
We have painstakingly sourced and built our over 1. 9 million clients on our database through various marketing drives to companies e.g., courier companies over the years which put us in a unique position when targeting specific industries and clients that suit your tailor-made requests.
NB: WE DO NOT BUY OR SELL DATA !!! OUR DATA IS SOURCED THROUGH NETWORK MARKETING.