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. Our dynamic team provides expertise, exceptional communication, and industry experience to give advisors a true advantage.

With Elite Appointment Setting Everything is Turnkey

Elite sets 75% of internet leads obtained and boasts a 90% connection ratio for appointments set. In addition to obtaining leads from the internet, we use a variety of other lead sources such as radio and seminars. Our appointment setting services promote experienced and professional communication, and we understand that maintaining your reputation is of utmost importance.

We Provide You with Complete Concierge Services

Award_Ribbon_350wWe have a close relationship with each of our advisors, which allows us to provide careful considerations when managing their calendars. Our services also include round-the-clock availability and expertise to ensure that your clients will always feel accommodated.

In addition to delivering quality appointments, Elite Appointment Setting takes extensive notes so you will always be well prepared. We provide insightful information regarding your client’s age, employment status, personality, interest level, and other areas to facilitate a more successful meeting. Additionally, with specific information we provide to you about their wants and needs selling, your product or investment can be simple.

You Get An Experienced and Dynamic Team

We work with advisors in all stages of their careers. One of the advisors who uses our services recently went from $5 million to $10 million in production in just one year – that means his commissions actually doubled. Elite booked $150,000,000 in assets for December and January alone. When you use our services our relationship begins with well defined goals and campaigns, which helps us assist in your success. Expert communication and industry experience along with proven results give our advisors a true advantage.