Financial industry veteran explains how they maintain their advisors’ reputations when providing turnkey concierge services and lead nurturing for their prospects.
CHICAGO, ILLINOIS – Dena Alvis, Elite Appointment Setting CEO spoke to Chicago Business Columnist Mark Imperial to discuss the sensitive and vital details of putting financial advisors in front of qualified potential clients. In a difficult field to acquire clients, Alvis has found ways to improve quality appointments for their advisors, coming from a variety of different, reliable lead sources. Dena spoke candidly about Elite’s turnkey solutions for advisors.
After years in the financial industry, Alvis realized the difficulty that advisors were having in acquiring qualified prospects, a skill she was proficient in. In a field where many try and fail, Alvis turned her relationship-building experience into a proprietary process that generates high-quality leads for the advisor, who are already nurtured and predisposed to hire them. Elite also provides professional follow-up services to the leads designed to turn them into closed business.
“Most advisors fail because they are not great educators first and foremost. Our turnkey solution helps advisors come across as a great resource and coach through the retirement process, giving clients peace of mind.” said Alvis. “Being able to help advisors predictably build rapport with their clients in a relationship-driven field is surreal.”
Often times, advisors fail because they are not committed enough or patient enough in the nurturing process to be successful. Their success rate is greatly improved when this nurturing process is done-for-them, allowing the advisor to spend more of their time closing business and providing the solutions.
In the interview, Alvis described the thorough service Elite Appointment Setting provides. “We do not just set appointments, but we share our expertise with the advisor on these leads that has made us and our advisors so successful. We act as a great extension of the advisors team to enable them to knock it out of the park and do what they do best when they sit face to face with our appointments.”
When asked for more reasons advisors fail, Alvis offered examples. “We have worked with several advisors that have faced multiple obstacles when working leads. Some were simply too aggressive and they lost clients. We have helped educate them on how to professionally follow up and use our call notes as a platform to go into each appointment aware of the clients’ situations and already positioned as a great resource, instead of coming across as pushy and too salesy.”
Alvis continued, “Other advisors simply do not have the time to follow up with each lead they receive. We come in and provide a great tool in this aspect. We have over 14 hours of coverage on the phones and offer a great team of voices that has a unique talent to connect with all types of leads. This allows our advisors to focus on meeting with the client and providing them with education, illustrations, and great financial help for their future. We take the back end work out of it by stream lining their calendar and allowing them to help the client as we provide the appointments and intricate call notes from our conversations.”
At the conclusion of the interview, Alvis offered these final words, “One of the most important things for our advisors to consider is how they can get in front of more qualified leads that is time efficient for them. We help with that by turning more leads into clients for them. We put our advisors in front of more than $100 million dollars of assets each month and book at least 75% of leads obtained on average. There is no price for this. The only direction to go when working with us is up.”
Dena Alvis’ Elite Appointment Setting provides services nationwide, and her advisor clients are thrilled with the results.
“I have been in the financial services industry for 12 years and in that time, I have used numerous lead generation and appointment setting services. Many of these were a horrific waste of both time and money and left little by way of qualified appointments. All that changed while working with Elite Appointment Setting. I am continually impressed by the integrity and professionalism that they brings to our relationship and the results have been nothing short of exceptional. If you’re tired of chasing leads, wasting money on teleservices and need to jumpstart your business in the coming year, use Elite Appointment Services, you won’t be disappointed!”
– Kris Bloomington, IL
“The professionals at Elite Appointment Setting fully understand how to connect with prospects on an emotional level. They pride themselves on results and are extremely detailed in their notes and follow ups. They are an integral part of the success of our company and our agents. Thank you for all that you do.”
– Andrew Phoenix, AZ
“After first speaking with Elite about my marketing needs, I immediately felt my confidence rise as I knew then that I had just gotten set up with a service that was going to take me to the next level. Their knowledge, experience, and personal touch were exactly what I needed to move forward. I was extremely impressed with how patient they were with my long list of questions and how simple they made the whole process for me. I recommend them to anyone I know who wants to improve productivity and their professional success.”
– Josh Biloxi, MS
“Over the past 30 years of my career I have managed many lead acquisition professionals and newcomers alike. Therefore it is with considerable experience that I compliment the talent and performance of Elite Appointment Setting.”
– William Tucson, AZ
For more information, including current advisor client references and statistics of results, visit http://EliteAppointmentSetting.com or contact Dena Alvis at 281-224-9430.
Company Name: Elite Appointment Setting
Contact Person: Dena Alvis
Country: United States