spend your valuable time and attention in meeting with business decision makers and securing new client business

Our third-party telemarketing partners can provide advisors pre-set face-to-face appointments in their local market for all of our flagship programs. They work with you to build a specifically tailored solution for your prospective targets in your local market. As an extension of your business, our third-party telemarketing partners handle:

  • In-road prospecting
  • Initial data gathering and qualifying
  • Scheduling an initial appointment with the appropriate business decision maker, and inserting that meeting into your online calendar.

This modern delegation of the time consuming, and sometimes mundane, task of prospect telemarketing via outsourcing allows you to spend your valuable time and attention in meeting with business decision makers and securing new client business.

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