A one day course to help all field based sales people book appointments over the phone more effectively. We’ll teach you how not to oversell. Just sell the appointment. Fill your diary with the types of meetings you want. With a bit of pre-planning.
Appointment setting for IFAs highly important for independent financial advisors. You have a range of financial products to sell and advice to give : mortgage advice, pension advice, equity release, savings and investments products. This work is often effectively outsourced using a small telemarketing agency. More details follow