Elevate your Business
Elevate your Business
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.
“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
“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
“Attention to detail and a great care for our clients allows me to keep our systems and processes running smoothly.”
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.
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.
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…
The world of finance has evolved into a highly competitive workplace. And although each professional is allocated 24 hours in any single day, as the
