Our IFA Appointments are open to all types of Financial Advisors including: Independent Financial Advisors, Restricted Whole-of-Market Advisors and Restricted Advisors.
Since 2013, RMT Direct Leads have generated in excess of £285 million* worth of funds under management.
For this scheme we offer - Book Now. Pay Later.Call 020 3468 4215 or complete our Enquiry Form for more information.
RMT Direct Leads call centre opening hours 9:00am-4:30pm weekdays. Please leave a message outside these hours.
A potential customer that has expressed interest in financial advice and would like a Financial Health Check by either an Independent Financial Advisor or Restricted Advisor.
IFA Appointments are generated from opted-in GDPR compliant data. Targeting individuals,the professional RMT Direct Leads telemarketer is calling from IFA Direct Home on behalf of your firm. We use an initial call to explain the benefits of a Financial Health Check to generate interest. In a second call, clients that request a review of an existing pension are confirmed and then referred to our Financial Advisor members should they wish to have an appointment booked.
We charge a fixed price per appointment. For pricing per appointment, please call 020 3468 4215.
The RMT Direct Leads professional telemarketer is calling on behalf of IFA Direct Home
At the time the appointment is made an email is sent to the prospect which includes a profile of your FCA regulated firm and a letter detailing the date and time of your appointment. A text message is also sent out confirming that the appointment has been made.
Current IFA Appointments conversion rates at RMT Direct Leads hover around 60-80%.
Your conversion rate will, of course, depend on your individual ability.
Book Now. Pay Later is available for IFA Appointments.
Reduce delivery risk and get cashflow positive by booking your campaign and then only paying for your lead only after the appointments is sat or the lead delivered!
For more information call 020 3468 0215.
Latest Customer Satisfaction Survey relating RMT Direct Leads IFA Appointments carried out September 2015.
See 2015 IFA Feedback Survey.
*6,477 Financial Advisor appointments were booked between March 2013 and May 2018, giving a total of £285 million worth of fund transfer opportunities.