RMT Direct launches business appointments for financial advice

June 30, 2015 | by | 0 Comments

Financial services agent RMT Direct has unveiled its new business appointments service – linking advisers with potential new clients.

The appointments booking firm links customer queries to experts in the local area and has seen strong growth in its home appointments for pensions advice.

They have now launched IFA Direct Business Appointments, a call centre that contacts businesses offering pensions advice, tax planning, insurance and other vital services for businesses.

RMT Direct have launched a new call centre service for business bookings

RMT Direct have launched a new call centre service for business bookings

Prospective clients and then linked with their own network of financial advisers around the country who pay the firm for the lead.

RMT Direct co-founder Ryan Mellor said that demand for it’s products remained very strong from the 20,000 IFAs that work in the UK offering financial advice.

‘There is a really high conversion rate for IFA Direct Home Appointments and we’re confident that this will also be the case with our new business appointments service,’ Ray added.

The appointment making firm has been providing IFA Home Appointments for almost three years. More than 30 companies around the UK now uses it’s services.

Their own data shows that current conversion rates from leads generated online that then make appointments at home are around 70 to 80 per cent.

IFA Direct® Business Appointments target directors, owners and senior managers of firms that employ at least 10 people.

A professional telemarketer calls from IFA Direct using an initial call to explain the benefits of a financial review in the following areas – personal pensions, auto enrollment, business insurance, mortgage reviews, inheritance tax planning and bloodline planning. Clients are then referred to it’s financial advisor members.

The Book Now Pay Later payment scheme will also be available for Business Appointments. The scheme started in 2013 reduces delivery risk and increases cash flow for the IFA by only charging when the appointment is made.


Category: Business

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