There is nothing more powerful than personally connecting with someone one-on-one, face-to-face. Trust is more easily established; rapport is built. This is the premise behind RME appointment setting: Concierge Consultation. Let us show you why advisors around the country are seeing their production skyrocket with this unique concept and social approach.
While social seminar events continue to be the most cost effective way to meet many prospects at one time, we found that some individuals prefer to meet in a more private manner to discuss their financial needs and concerns. This elusive high net worth target audience typically consists of households with more investible assets – and at our Concierge Call Center, we use a proven pre-qualification process, so each prospect that you meet with has met your required profile.
RME uses one of the largest, most reputable and detailed list databases in the world
to take the guesswork out of who you want to meet with. By using multiple data files
we identify the age, income, zip code criteria and other available selects.
For an invitation to work, the envelope and the letter must create attention and
have the right components to get the desired response. Our envelopes and invitations
are designed to work together. They inspire your prospect to open the letter, keep
your prospects reading, and make a good impression. You can view samples of our
Your time is valuable, so meeting with the wrong prospect won’t work. RME
Concierge Consultation mailings generate the response, depending on how well you
stick to our proven formulas. Prospects feel compelled to meet with you and will
share information prior to the meeting. We use this information to qualify or disqualify
prospects based on your criteria.