We provide you with expertise, exceptional communication, and professionalism to give you a true advantage.
Our team of qualified appointment setters pride themselves on integrity, and possess years of hands on industry experience. We use industry leading software to help ensure our advisor’s success. Each of our team members has a clearly defined role, and we use their specific skill sets to provide the best possible service to our advisors.
“Being able to help advisors effectively build rapport with their clients in a relationship-driven field is surreal”
As the Chief Executive Officer of Elite, Dena Alvis connects with clients on an emotional level, and prides herself on results. Dena is an effective communicator and visionary, with unmatched integrity. Forging a relationship with her is momentous for any advisors' campaign since she helps them in dealing with and establishing strategic alliances with lead generation companies as well as boosting current marketing platforms with her industry expertise. It's this expertise that is able to drive her client’s business sky high, and transform their current and new marketing platforms into a source of great success. She specializes in ensuring client retention and increasing campaign progress, regardless of the lead source.
“Helping advisors get in front of more highly qualified prospects on a favorable basis has been very rewarding.”
As a 28-year veteran in the financial services arena, Andy’s experience and knowledge has been very useful to advisors, at all levels, who are wanting to increase their production. The number one concern I hear from advisors is the need to get in front of more prospects, with a high probability of success. If you want better results by working smarter not harder, let Elite Appointment Settings Services show you the way.
“Attention to detail and a great care for our clients allows me to keep our systems and processes running smoothly.
Bringing 38 years of experience as an Executive Assistant gives Sharon the ability to help Elite and its clients run business with ease. It is her nature to make sure that everything she does is above par, with unmatched integrity and transparency. Perhaps her best quality is listening to understand and implement.
“I look forward to helping you forge lifelong relationships with your clients!”
Erin has a unique and dynamic perspective on the financial services industry. She started in the industry over six years ago and quickly moved from an Account Manager and Sales Assistant to being an Adviser herself. Being a fully licensed IAR allows her to put herself in the Advisory shoes and knowing exactly what makes a quality appointment gives her the ability to go the extra mile. Her caring nature allows her to build a connection between the Adviser and the prospect before they have had a chance to meet in person.
“Making sure your needs are met is my number one priority. I take client satisfaction to heart and will be here for you every step of the way.”
Natasha Larsen has worked in the customer service industry throughout her entire career. Putting clients first, and making sure their needs are met is what she is passionate about. Her goal is to ensure our clients are satisfied with the services we provide. She does this by keeping in touch, listening to client’s needs, and making adjustments as needed to help them be the most successful.
“Everyone likes to feel appreciated; our clients are no different.”
Nat’s project and event coordination skills are bar none. Her ability to run with ideas and make them come to fruition successfully is a huge asset to Elite. Client appreciation duties are beautifully executed at the hands of Nat because she always wants to be sure to convey the appreciation Elite has for all of its clients, past, present and future.
“Production involves bringing all facts together to connect people.”
Our team of Appointment Setters all bring charisma, connection and understanding to their relationships. The ability our team has to communicate allows them to build incredible value as the main contact between clients and their prospects. They have a combined 30 years’ experience in sales, specifically in financial sales and marketing.