Our IFA Appointments are open to all types of Financial Advisors including: Independent Financial Advisors, Restricted Whole-of-Market Advisors and Restricted Advisors.
RMT Direct Leads have generated in excess of £321 million worth of pension & investment transfer opportunities for its partners since 2013.
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.
- ICO registered business
- Data Protection Officer registered with Gibraltar Regulatory Authority
- GDPR compliant sourced data
- TPS & CTPS data checked monthly
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 both Google Ads traffic and professional telemarketers using opted-in GDPR compliant data. Targeting individuals, the professional RMT Direct Leads telemarketer is calling from Financial Advisor Direct. We use an initial call to explain the benefits of a Financial Health Check to generate interest.
We charge a fixed price per appointment. £390 to £450 (no vat) per appointment, depending on fund size.
Please call 020 3468 4215.
Client Name: Ryan Mellor
Appointment Day: Tuesday
Appointment Date: 14/10/2013
Appointment Time: 18:00
Occupation: Sales Director
Telephone Number: 020 3468 4215
Email Address: firstname.lastname@example.org
Qualified By: Angie Murray
The RMT Direct Leads professional telemarketer is calling on behalf of Financial Advisor Direct
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 70%.
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 4215.
RMT Direct Leads provides a professional service that is thorough for both the client and myself. The actual appointment making is second to none for booking and follow up.
David Rogers - Cheshire Wealth Partnership - Cheshire
Excellent service and way ahead of competitors, client feedback is very positive. Please do not let the standards drop.
Chandan Hinduja - True Potential Wealth Management - Middlesex
We have been dealing with RMT Direct Leads now for about 3 months and all I can say is we have been flabbergasted by the service we have received. A combination of great leads in our selected postcodes, efficient diary management, appointment booking and great service all round. They really have transformed the way we run our business and we hope to continue our working relationship with them long into the future.
James Tomlinson - JT Private Finance - Doncaster
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.
Imran Ashraf - Wealth Management Consultant - Guildford
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