Elite Appointment Setting

Elevate your business with our professional service

Elite Appointment Setters

What We Do

Setting high quality, face to face appointments with clients is a keystone to an advisor’s success. We work with you to create a strategized marketing plan that works.

Facts About Us

We work hard so that you can grow your business. See our results for Q1 below.

305Total Assets (in Millions)
794Appointments Set
1060Leads Obtained
452Cups of Coffee

A full range of services

Our boutique service is customized and personalized for all financial, investment, and insurance sales professionals.

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Whether you are an agent, an advisor, or a broker, you can work with us whenever you need us the most.

Meet The Team

Dena Alvis
Chief Executive Office (CEO)

dena@eliteappointmentsetting.com “Being able to help advisors predictably build rapport with their clients in a relationship-driven field is surreal”  As the Chief Executive Officer of Elite,

Dena Alvis
Andy Alvis
CFO - Adviser Relations

andy@eliteappointmentsetting.com “Helping advisors get in front of more highly qualified prospects on a favorable basis has been very rewarding.”

Andy Alvis
Sharon Suess
Executive Assistant

sharon@eliteappointmentsetting.com “Attention to detail and a great care for our clients allows me to keep our systems and processes running smoothly.”

Sharon Suess
Erin McEldowney
Technical Account Manager

erin@eliteappointmentsetting.com I look forward to helping you forge lifelong relationships with your clients!

Erin McEldowney
Natasha Larsen
Advisor Relations Liaison

natasha@eliteappointmentsetting.com “Making sure your needs are met is my number one priority. I take client satisfaction to heart and will be here for you every

Natasha Larsen
Nathlan Coad
Events Coordinator

nat@eliteappointmentsetting.com “Everyone likes to feel appreciated; our clients are no different.”

Nathlan Coad

We Bring You Success

  • Elite
  • Elite
  • Elite
Jon, Scottsdale AZ
Rarely do you find a  company or a service that dramatically exceeds your expectations.  Elite Appointment Setting and Dena Alvis have done just that.  Since starting with Elite my focus has moved from struggling to set appointments to actually seeing high quality prospects.  In 10 monthswith Elite my annuity production doubled from the year before and my ROI went from 3X to 5X.  If your buying internet leads Elite is a must have resource to become more productive and successful.
Jim, Wichita KS

Dena is a straight talker. She does NOT over-promise or under-deliver. When Dena talks, it’s a good idea for you to listen.



Michael, Boca Raton FL

I’ve worked with Dena and her group for more than a year and I have to say I couldn’t be happier.  They add an element of professionalism and consistency that would be tough to match — and the appointment numbers look great.  It was so nice not to have to train anyone in house.  Dena and her group are so experienced that they just picked up the ball and ran.  They really knock it out of the park!  It goes without saying that this has been a great experience and I am looking forward to using the Elite services for many years to come…

Contact Us

Elevate your business with Elite Appointment Setting

Contact Us – Front Page

Call our office today to find out how Elite Appointment Setting Service can Elevate Your Business!

(888)-860-4104

Email

info@eliteappointmentsetting.com