We’re different because we don’t require the pre-retiree or retiree to give us any contact information before we give them more than enough information up front, and we let them decide for themselves if they want to book the appointment on the advisor’s calendar or not.
So, this is not a lead system, it’s an appointment system.
The appointment books the appointments themselves and they self-qualify themselves.
We also use video with the advisor in the video, which allows the advisor to brand themselves and their company and it also allows them to prefilter for the prospects that are best fit to work for them up front.
