Finally, Qualified Appointments Guaranteed.
We provide licensed Financial Advisors and Insurance Agents with 20 or more Appointments each month that need to speak with a professional about their retirement plans and pension.
Keeping Your Calendar Full Of Leads
Let us find and deliver the leads for you
We’ll book 20 or more quality leads on your calendar each month. You simply show-up for your appointments and begin your 3 meeting process to close more deals. If an appointment no-shows the call it does not count against your 20 for the month. Our team will replace any no-shows with a new appointment.
20+
Appointments Each Month For You
71+
Agents and Advisors using the services
CLOSE MORE DEALS WITHOUT DOING YOUR OWN PROSPECTING
We'll keep your calendar full of quality sales appointments
How It Works
We’ll book your appointments to make your role easy.
01
Become A Finpointments Client
Once you become a Finpointments client we’ll begin to fill your calendar with appointments to speak with professionals that need to know about calculating their pension and putting together a plan for retirement.
02
We'll Fill Your Calendar With Sales Appointments
As you see the appointments on the calendar, simply attend. Asking the right questions, being a good listener, and formulating a strategy with the prospect to gather the information you will need. Then set the next meeting time with them to review anything you discussed to share with them when you meet again.
03
You Close More Deals Without Prospecting
In your final appointment, you can review the information and opportunity you have created for the prospect. And, they can choose to follow the plan you laid out for them. This can also be where your prospect decides to take you up on your offer to invest in your products. If they choose to sign up with you then you are really on your way.
3 Step Meetings
The appointments we book for you are with professionals that need to speak with a licensed agent or advisor about their retirement future and pension plan.
01
Initial Appointment
In your initial appointment you can get to know more about the prospect and their needs. Finding out what questions they have and working on a plan to answer those questions. Begin by outlining their requests and requesting the documents or information you need from them to provide the answers they are looking for in your next meeting.
02
Second Appointment
This is where you are able to provide any answers that you had not given in your first meeting. This is also when you get to share how your products, services, and recommendations can best serve the needs they have. Providing options that best suit their needs for a bright financial future.
03
Final Appointment
In your final appointment, you can review the information and opportunity you have created for the prospect. And, they can choose to follow the plan you laid out for them. This is when your prospect decides to take you up on your offer to invest in your products.
What Customers Are Saying
This system moves the prospects and knows what messages need to be sent. Customer service has been great. I would highly recommend.
“This is my 3rd lead vendor, and by far the best. The CRM is perfect.”
No need to do your own prospecting to find new potential clients. They book the appointments for me.
“I love being in control of my time and being able to work when I want to”
#1 Quality Of Appointments!
“I’ve been doing this for roughly 3 years now and these by far are the best”
Proudly Serving Licensed Agents & Advisors
Not all states are created equal. These are states where we have clients currently using the system.
NEVER DEAL WITH THE HASSLES OF FINDING LEADS
We Find and Book Your Appointments for You
Schedule a time to speak with a specialist
- 702-625-2084