"Your first appointment is the most important one".
Gareth Bradley
"Gareth has generated over 200 quality meetings for me over the years which has provided an invaluable source of new business and, the return on investment has been five-fold, with many longstanding relationships built with those clients".
Nic Carlton-Smith www.cspwealth.com
Client Testimonials
George Carlton-Smith
"I have known Gareth for many years. He has the ability to engage potential clients in the right manner, conveying a professionalism that is welcomed by us and by them. Upon reflection a number of the client's we have looked after for year after year were initially sourced by Gareth and I recall a number saying the same thing at outset - that if it wasn't for his approach we wouldn't be sitting in front of them".
"Gareth has arranged more than 70 meetings for me with successful business owners. The high-caliber of appointments is what separates him from other lead generation companies I've experienced. Trying to get in front of these people, in the first place, is the hardest part. I would certainly not have had the opportunities to do so without his help"
David Hardman www.argentwealth.co.uk
If you wish to speak with my clients, I am happy to provide you with contact details.
ABOUT YOU
Naturally, you are well-aware of the benefits that you can bring to help plan someone's financial future. The difficult part however, is having that one opportunity to meet and speak with them.
I have 15 years experience of being a professional appointment maker for Financial Planners and IFA's. Working for clients across the UK, I have a solid track record of arranging high-quality introductory meetings with successful business owners who are open to a conversation about what you can bring to the table.
MY SERVICES
Introductory Meetings
My focus is to arrange high-quality meetings between you and successful business owners. These present sound opportunities to show them how you could help with their business and personal planning.
While they may or may not have advisors already, what they are willing to do is give up an hour of their time, to listen to you.
How
As part of your firm and marketing team, I present myself to potential prospects in a professional and discreet manner. I contact senior business owners directly over the phone and introduce 'our company' explaining our approach and proposition.
If you have experienced quality introductory meetings, then you will know they are both an opportunity for immediate new business and to build a relationship so that when they do need help or ideas, the person they think of is you.
Costs
I charge for the first appointment only. The fee is £200. (No VAT).
My cancellation/reschedule rate is extremely low because no one is pressured into a meeting and the business owners I generally approach tend to honour their appointments. If a reschedule occurs I handle it immediately and any cancellation is replaced by the following appointment I set.
I only work with you in your postcode areas, no other firm.
Data
I source all my own company data, spending the time to make sure it is GDPR approved, that the contact is the main shareholder of the company and email, address and contact numbers are up-to date. This is also available to you on an excel spreadsheet at anytime for your own records or marketing purposes. Cost: £200.00
With only a small commitment, you also get to see the quality of the appointments I generate and the potential business to be gained.
Contact me today and I can have you meeting with quality prospects within the next few weeks.
CONTACT ME
Contact me today and we can have a discussion about the people you would like to be sitting in front of. You can call me on my mobile or send your details in the box below.
Email: gareth@myappoints.com
Phone: 07464 79-44-55
