I use RMT Direct Leads for pension leads in my area, the calls are of good quality and the feedback regarding the sales staff is very positive. I have increased my income since using their services. I highly recommend them.
Mark Horner DipPFS - Estate Asset Management - South Wales
What I like is the low number of no shows as clients generally call or text to cancel appointment, saving me a wasted journey. Appointment quality is generally good, with nearly all clients happy to review all areas of finances with a number of needs that I am able to address.
The quality of notes is great. Very accurate and it is evident that the appointment maker is having good conversations with the prospect.
Vinny Lall - The Chambers Partnership - Macclesfield
Its the wheel of fortune with your services, some you win some you lose. But you have to average it all out in the end and then it makes sense.
Richard Paylor - HIA International - Bedford
Since I began taking appointments from RMT in 2014, I have had a steady supply of appointments relating mainly to pension reviews. Overall, I have been very happy with the quality of these appointments and they have been invaluable in helping to build up my client bank over the past year. Whilst the size of the pension pots vary considerably, I would say that on average, I generate around £10,000 to £15,000 worth of fees per 10 appointments (costing around £3,500). With my last 10 appointments, I expect to write business generating something in the region of £13,000 in initial fees and many of these clients will go on to become long term clients, paying on-going advice fees.
Graham Thompson - Huntington Ross - York
We worked with RMT Direct Leads for almost 2 years and were always happy with their professional, organised and fair approach to pension lead generation. The area-specific appointment leads are well qualified and clients were informed and engaged from outset. Client cancellations were flagged in good time avoiding wasted trips for our advisers and the teams are a pleasure to deal with on a day-to-day basis.
Chris Simpson - CIB Retirement Solutions - Kent
I have been using RMT for over a year and what I like about the service is the qualification process where most final salary schemes, occupational schemes and low fund values are vetted out so you do not have many wasted trips compared to other lead companies I have used. This service has increased my overall income and allowed me to focus on giving advice.
Denny Holland - Charles Derby - Suffolk
A colleague of mine (Alex Palmer) has been using your companies services for the past couple of weeks and has spoken very highly of the level of professionalism you and the company have provide so far. As a result I would be very interested in opening up a campaign of my own which would include an initial order of 6 appointments much like Alex.
I wanted to give feedback clients comments regarding contact.
Client has had previous dealings with many lead generation companies and said the person he spoke too was one of the best he’d come across. He was impressed with his communication skills around the process and punctuality of call backs that the client needed to arrange.
Client said it was a pleasure to receive a cold call from someone who spoke well and was very professional.
If you could pass on these comments and my thanks as client has over £xxxk in pensions to review.
Christopher Crompton DipFA - Wealth Management Advisor - Manchester
My name is James Paul and I have worked alongside RMT since October 2014. Back then I had only recently started out as an IFA and I was eager to grow my business quickly. I did not really have the time to wait for my relationships with other industry professionals to start showing some fruit by means of them referring their clients to me. I wanted to see clients as soon as possible. I found out about them online after I had become frustrated dealing with other companies that did the same thing. I did not want to rely on one company to book appointments for me because I could end up not seeing any one if they weren’t any good. The difference is most of the other companies made me pay for the appointments up front, only for them to cancel and leave me out of pocket while they promise to replace it. This would go on for weeks at a time. After a while, I found that not only were RMT good at book appointments, and filling my diary, the feedback I would get about their staff from the prospects was that they were always professional, I have made it work for me so that I have only been using RMTs appointment booking service over the past few years.
Since October 2014 I have spent just over £40,000 with RTM in them helping me to grow my business and acquire new clients.
Since I started with them I have made just under £130,000 from just adviser fees alone and I have made some great new relations with new clients that add value to my business.
I would again, and have done in the past, recommended them to other advisers who have been wanting to grow their business.
I have enjoyed my journey with RMT and I genuinely thank them for being consistent in booking appointments for me over the years, and for their professionalism in dealing with nervous prospects.
James Paul - Wealth Manager - West Midlands
I have taken pension appointments from RMT over the last 2 years and have found their appointments excellent. I have 28 years experience as a financial adviser and can categorically state that I have a 99% conversation rate(yes it is 99% I am very good at my job) and average income per appointment in excess of £2500 which also includes other types of business transacted with the client. There may be times when the appointment does not happen with clients cancelling the appointment for whatever reason but RMT are diligent in reappointing. Keep up the good work and look forward to more profitable appointment now and in the future. If anyone who wants to use RMT please contact me if you want to verify or discuss.