The pension cold-calling ban became effective in January 2019. We no longer generate Pension Appointments. We now generate Financial Health Check Appointments which includes all areas of financial advice.
RMT Direct Leads have generated in excess of £321 million worth of pension & investment transfer opportunities for its partners since 2013.Data accrediations
A potential customer that has expressed interest in financial advice and would like to speak to an Independent Financial Advisor or Restricted Advisor relating to one or more of the following areas. This is called a Financial Health Check Appointment:
Through a mixture of inbound leads and by targeting individuals using opted-in GDPR compliant data. We use a professional telemarketer trained in financial services 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 lead, depending on fund size.
Please call 020 3468 4215 for further details.
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 Financial Health Check 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 Financial Advisor Leads and Financial Health Check 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.