At Quantum, we understand that many components and tactics go into growing your business year after year, and one thing that can really help is a steady stream of appointments with prospective clients. One trend we’re seeing is a rise in appointment-setting vendors with guaranteed, qualified appointments placed right on advisors’ calendars.
With seven different Quantum-vetted lead partners to choose from, our team can help evaluate what might or might not fit in comparison to your current goals and practice structure when it comes to these appointment leads, and we can provide you with pricing and more program details.
Some of these lead programs are delivering advisors a 20 to 40% close ratio, according to the vendors!
- Simplified Annuity Appointment Setting
With this partner, leads come through Facebook or Instagram, and prospects must watch an approximately 10-minute-long educational video and complete a 12-step application before booking. These are 100% exclusive appointments never shared with other advisors. Available two ways:
- Complete funnel ad/landing page build and integration with your CRM, or
- Paid per qualified appointment ($250,000 in investable assets) booked right on your calendar with no-shows replaced free.
- Tiered Annuity Appointments, Including HNW
Another partner also provides guaranteed, qualified, pay-per-show annuity appointments placed right on your calendar, but leads and prospects are tiered from $250,000 in investable assets all the way up to $10 million or more.
- Monthly Appointment Setting for AUM
This partner provides a 5-month engagement designed to help advisors add qualified assets under management consistently without relying on referrals or wasting time on unqualified leads. From 10-15 pre-qualified virtual appointments are booked directly on your calendar each month, with prospects holding from $500,000 all the way up to $5 million in investable assets.
Lead partner provides one-on-one coaching calls, plus access to a virtual training hub with step-by-step modules, videos, templates, and resources.
- Guaranteed Appointments for AUM
This partner provides a dedicated coach for each advisor with three asset tier levels, providing appointments with prospects from $250,000 to $10 million in investable assets. A performance guarantee is spelled out with part of your money paid back for successful results in adding AUM; you cover the monthly fee and ad spend.
- Appointments with Business Owners
This partner works with advisors who want to engage business owners and decision-makers on qualified plans, executive compensation, and business succession planning. Using your specific messaging to get your foot in the door, this partner then helps to widen the conversation.
If you already have 20% of your book of business with business owners, they can help with setting appointments for advisors affiliated with a broker-dealer, an RIA, or operating as a hybrid. Ongoing training is provided and advisors receive a DISC Assessment Personality Profile for each prospective business owner.
- Appointments with Federal Employees
This partner provides specialized training and support to help financial professionals confidently serve federal employees, an underserved niche market. Ideal advisors possess eagerness to follow a structured process for the federal market, have a service-first mindset, and are securities and life insurance, or life insurance-only licensed. Training bootcamp is required and not all advisors are accepted.
- Text-Verified, Exclusive Annuity Leads
This partner generates exclusive, SMS-verified annuity leads through Facebook and Instagram advertising to advisors licensed in several states. Prospects confirm $100,000+ in investable assets before their name, photo, and verified contact information are delivered to the advisor.
Call Mattie Gomez, Quantum Director of Client Acquisition, at 800.440.1088 to discuss our vetted, appointment-setting lead programs available to our advisors.
* Advisors affiliated with a broker-dealer or RIA should confirm any lead program and its marketing materials with their firm’s compliance department before enrolling.
As Client Acquisition Manager, Mattie Gomez leverages her background in luxury event planning and sales to help advisors cultivate their audiences through dinner seminars, client events, and workshops, focusing on effective lead generation and client engagement.
