ADVISER APPOINTMENT MAKING SERVICE. The Complete Appointment Solution for Financial Advisers, Accountants and Other Financial Professionals

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Gabriel Casey
5 years ago
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and Other Financial Professionals T: 023 8089 2222 E:

1 ADVISER BREAKTHROUGH APPOINTMENTS APPOINTMENT MAKING SERVICE The Complete Appointment Solution for Financial Advisers, Accountants and Other Financial Professionals T: E: W: / appointments

/// GET IN FRONT OF THE RIGHT PROSPECTS Would you like a stream of appointments, in your postcode area, with company directors, business owners, and senior managers who want to meet with you?

2 /// GET IN FRONT OF THE RIGHT PROSPECTS Would you like a stream of appointments, in your postcode area, with company directors, business owners, and senior managers who want to meet with you? A stream of appointments that you can control, depending on your needs? This is exactly what you get from Adviser Breakthrough Appointments. We will devise a strategy with you that will give you the right number of appointments, over the right period, to ensure you meet your business targets. 1

/// LET US TAKE THE STRAIN Don t spend your time and energy looking for new clients. Let the UK s leading experts in appointment making do this for you. No more cold calling.

3 /// LET US TAKE THE STRAIN Don t spend your time and energy looking for new clients. Let the UK s leading experts in appointment making do this for you. No more cold calling. No more waiting for the telephone to ring. No more wondering where the next piece of business will come from. Just agree with us how many new appointments you want and we do the rest for you. From finding you prospective new clients to agreeing a date and time for your meeting with them. We even confirm your appointment so you know they will be waiting for you when you arrive. We do everything for you and create the opportunity for you to really make a difference, to sell yourself, engage with your prospective client and create interest in the services you can offer. 2

4 /// FAR MORE THAN LEAD GENERATION The service we offer is so much more than a lead generation system. We believe that financial professionals should spend their time doing what they do best - providing a high quality service to their clients, not calling through a list of leads in the hope of making themselves an appointment with a new prospect. The process of cold calling can be an extremely time consuming and frustrating experience. We have devoted our efforts to developing proven strategies that get you in front of the right people. Why spend your time trying to find new clients when you can get the experts at Adviser Breakthrough to do this for you? 3

5 /// A COMPLIANT, PROFESSIONAL SERVICE Cold calling new prospects can be a legal minefield. Why take the risk of doing it yourself? Our appointment makers are fully trained, experienced professionals who follow carefully crafted guidelines to ensure we comply with all the regulations. You will attend your initial meetings in complete confidence that the appointment has been made compliantly and professionally. 4

/// A SUCCESSFUL STEP-BY-STEP PROCESS We have refined and honed our approach to appointment making over many years to create an effective, proven formula that really gets results.

6 /// A SUCCESSFUL STEP-BY-STEP PROCESS We have refined and honed our approach to appointment making over many years to create an effective, proven formula that really gets results. Decide Your Requirements Decide where you would like your appointments by postcode area and how many you require per month by talking through your requirements with your dedicated Account Manager. Determine Your Availability You confirm the dates and times you are available to meet new prospects with your Account Manager and a diary schedule is finalised. We require all appointment slots at least one month in advance on a rolling basis. Make Your Appointments Our highly skilled appointment makers will telephone prospects on your behalf in order to fill your diary with appointments at the times you have predetermined. Notify You of the Appointment Once we have booked an appointment, we will you the name and address of the prospect along with the location, date and time of the arranged meeting. Confirm the Appointment We send the prospect a confirmation letter on your letterhead giving them all the necessary details of the arranged meeting. You also receive a copy of the letter for your records. Re-confirm the Appointment On the working day prior to the appointment, we make a courtesy call to the prospect to remind them of the arranged appointment and ensure they are still able to meet with you as arranged. Meet Your Prospect This is your opportunity to do what you do best sell yourself and your services to the prospect and explore the opportunities for business. 5

/// PROVEN RESULTS TIME AND AGAIN Since starting our appointment making service in 2006, we have made tens of thousands of appointments for many hundreds of financial professionals across the UK.

7 /// PROVEN RESULTS TIME AND AGAIN Since starting our appointment making service in 2006, we have made tens of thousands of appointments for many hundreds of financial professionals across the UK. Our results speak for themselves and we take great pride in our achievements. We understand that our success leads directly to your success. It is not surprising that so many of our clients see Adviser Breakthrough Appointments as a central component of their overall marketing strategy. 6

8 /// OUR APPOINTMENT GUARANTEE We guarantee all our appointments absolutely and unconditionally. Provided you turn up as agreed, we guarantee the prospect will be there, waiting for the meeting with you. If the prospect had to rush off at the last minute and could not see you after all, just let us know and we will do everything necessary to get you back in front of them. If they changed their mind, and no longer want a meeting, let us know and we will set up another appointment with another prospect for you. No ifs, buts or maybes. A prospect ready and willing to meet with you. What more could you want? 7

9 /// PAY AS YOU GO PRICING You retain total flexibility on how many appointments you would like each month and only pay for the number you want. There is no fixed contract, no tie in period and no minimum monthly order. You can start and stop your appointments at any time. An initial setup fee of 300 plus VAT is charged to commence the appointment service. Subsequently, you are charged 275 plus VAT for each appointment. ( 299 plus VAT for central London postcode areas) There are no hidden charges and no additional costs. 8

/// WHAT OUR CLIENTS SAY Please congratulate your staff on their appointment making skills. Clients have stated how impressed they are with the person who made the appointment.

10 /// WHAT OUR CLIENTS SAY Please congratulate your staff on their appointment making skills. Clients have stated how impressed they are with the person who made the appointment. The appointment service allows us to meet with the right people in order to expand our business they consistently put us in front of the key people within a business. I feel that Adviser Breakthrough have been a great source of business and wish I had taken the opportunity with them sooner. Michael Sage, Sage Wealth Management An excellent appointment service that has put me in front of prospects I would not otherwise have been able to meet, resulting in high quality business and good financial returns. Andy Lamb, Grainger Co. Financial Services I have absolutely no problems with this service. It comfortably pays for itself giving decent returns. I have met some really top rate clients - the sort you d like to have. Mark Evans, Beaumont Financial Planning John Mothersole, Myers Davison Ginger I have found the appointment service hugely beneficial to the profitability of my business, enabling me to strategically develop my practice far quicker. Simon Davies, SRD Financial Management My clients comment how professional and courteous your appointment makers are. Jonathan Bradnick, Informed Decisions Just been on an excellent appointment with plenty of work to do for my new client. Ken Kerr, Britton Financial Michael Brown, Robert Bruce Associates I would recommend the [Adviser Breakthrough Appointment] services to any financial adviser who is looking to access and acquire new clients, especially if they are looking to build-up funds under management. Richard Mulcahy, AFA Investment Solutions I have built a first class business on the back of the appointment service. It has provided me with a client bank that generates high levels of recurring income that more than pays for the appointments. Darron Whitehead, Utopia Group 9 You can view more testimonials on our website at / appointments.

/// OUR STORY SO FAR Run by Paul Cadde, a financial planning practice owner, Adviser Breakthrough Appointments started with a single appointment maker booking appointments for Paul in his own

11 /// OUR STORY SO FAR Run by Paul Cadde, a financial planning practice owner, Adviser Breakthrough Appointments started with a single appointment maker booking appointments for Paul in his own practice. Paul needed high quality, confirmed appointments and worked on the optimal way to achieve this. This soon led to interest from fellow financial advisers and more widely from other financial professionals. After many years of refining the appointment making process and a steady growth strategy to meet ever increasing demand, the company now enjoys a reputation as the leading appointment making service in the UK, delivering many hundreds of confirmed appointments each month. The company now employs over fifty people including a full time sales trainer, a dedicated human resources manager, customer care team and more than forty appointment makers. Adviser Breakthrough Appointments is part of the Adviser Breakthrough group of companies providing industry leading services to financial advisers and other financial professionals including appointments, investments, coaching and software. 10 These services are provided by Adviser Breakthrough Appointments, Adviser Breakthrough Investments, Adviser Breakthrough Coaching and Adviser Breakthrough Software respectively. Adviser Breakthrough Coaching is not responsible for the services of any other company. Adviser Breakthrough Appointments is a trading style of Adviser Breakthrough Marketing Solutions Limited. Adviser Breakthrough Investments is a trading style of Adviser Breakthrough Investment Solutions Limited. Adviser Breakthrough Coaching is a trading style of Adviser Breakthrough Coaching LLP. Adviser Breakthrough Software is a trading style of The Pension Performance Review Company Limited.

/// TAKE THE NEXT STEP Contact us today to find out more about how our appointment making service could transform your business and provide the solution you have been looking for.

12 /// TAKE THE NEXT STEP Contact us today to find out more about how our appointment making service could transform your business and provide the solution you have been looking for. Call us: us: Visit us: / appointments Write to us: 4 Chevron Business Park, Holbury, Southampton, Hampshire, SO45 2QL To keep up to date with the latest developments from Adviser Breakthrough, sign up to our journal. Full details about this service can be found at / journal. The Adviser Breakthrough journal is provided by Adviser Breakthrough Group. Adviser Breakthrough Appointments is not responsible for the services of this company. Adviser Breakthrough Group is a trading style of Adviser Breakthrough Solutions Limited. 11

/// find out more online at... www.adviserbreakthrough.co.uk / appointments Adviser Breakthrough Appointments is part of the Adviser Breakthrough group of companies.

13 /// find out more online at... / appointments Adviser Breakthrough Appointments is part of the Adviser Breakthrough group of companies. ADVISER BREAKTHROUGH GROUP Appointments Investments Coaching Software Find out more about Adviser Breakthrough Group at The services marketed through Adviser Breakthrough Group are provided by several different companies. Adviser Breakthrough Appointments is not responsible for the services of these companies. Adviser Breakthrough Appointments. P: 4 Chevron Business Park, Holbury, Southampton, Hampshire, SO45 2QL T: E: info@adviserbreakthrough.co.uk W: / appointments Adviser Breakthrough Appointments. Adviser Breakthrough Appointments is a trading style of Adviser Breakthrough Marketing Solutions Limited.

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