Washington DC, USA – The industry disrupting approach aims to provide new client acquisition channels and growth avenues for financial advisors in a post COVID world.
“Client acquisition will never be the same, not only for financial advisors, but for all high-ticket sales,” says Chief Growth Officer, Zayd Ali. With this vision in mind, Advisor Appointments has focused their efforts on replicating the fundamental and most vital components of high-ticket sales; those being personal interactions, open conversations, and trusted relationships.
The main benefit of face to face meetings in traditional office spaces was the ability to foster those types of connections, and while COVID-19 has made this increasingly more difficult, they still remain a critical component to maintaining a healthy sales pipeline. Advisor Appointments has built their business on creating an efficient way to supplement and eventually substitute these relationship building opportunities on one of the fastest growing social media platforms in the world, LinkedIn.
The system adopted by Advisor Appointments is simple yet powerful. The five-step approach is unique and has helped 50+ advisors since its inception. The first step in this procedure is the optimization of the LinkedIn profile, which involves a holistic review of a client’s title, bio, summary, work experience, and interests. They will then work with the advisor to curate personalized scripts, tailored to the narrative they hope to share. Personalized messages are then sent to over 2,000 high net worth individuals in the advisor’s target market each month. To those who reply, the team of dedicated account managers continues to converse with the prospect, with the goal of forging a foundation of a relationship and fostering trust between both parties. After that, the team books an appointment with the interested prospect directly on the advisor’s calendar. Finally, the client then speaks with the prospect on an intro call, Zoom, or Google Meet.
The appointments booked through this “done-for you” service have a 90% show rate and an average conversion rate of 15%. Advisor Appointments also prides itself on being one of the only financial advisor marketing agencies with a full 100% money back guarantee on results. If they are unable to book an advisor with 20 prospects over the course of three months, the advisor is entitled to a full refund on their investment. They also offer unlimited requests for revisions and weekly meetings with their CEO, Zain Yaqub, to ensure that the campaign is on track and progressing as expected. “We view every relationship with a client as a partnership. If the advisor does well, we do well, which is why we implemented our guarantee policy. We see it as a sign of confidence in the service we provide while also being able to mitigate the risk assumed on behalf of the advisor,” says Yaqub.
Advisor Appointments is looking to continue on its path in disrupting the appointment generation market for financial advisors and while they’ve certainly made their mark in year one, the pair of founders are increasingly bullish for what is to come in year two. CGO, Zayd Ali, says “In our first 10 months we generated low six figures in revenue, which we achieved during the height of the pandemic. We are bullish for 2021, as we’re gaining increased traction and are nearing mid-five figures in monthly revenue. We have a number of deals pending that put us on track to increase sales immediately and dramatically in the coming 12 months.” With this in mind, the growth Advisor Appointments has seen doesn’t seem to be slowing, and we are excited to see their continued success throughout 2021 and beyond.
Company Name: Advisor Appointments
Contact Person: Zayd Ali
Email: Send Email
Phone: +1 202 410 0020
Address:P.O. Box 40113
State: DC 20016
Country: United States