Why We Don’t Use Appointment Setters For Financial Advisors?

In today’s fast-paced world of digital marketing, efficiency and scalability are the keys to success. That’s why at Clients Blackbox, we’ve chosen not to use appointment setters in our marketing system. In this blog, we’ll explore the three main reasons why we’ve taken this approach and how it benefits both our business and our clients.

1. Compliance Issues:
One of the primary reasons we steer clear of appointment setters is the potential for compliance issues. When individuals act as representatives of your business, interacting with potential prospects, you become liable for what they say on the phone. This means extensive training, compliance scripts, call recording, and the constant monitoring of their conversations. Failure to do so can lead to trouble with regulatory bodies such as FINRA and the SEC. By eliminating appointment setters, we avoid this compliance minefield.

2. Training and Management Challenges:
Hiring, training, and managing appointment setters can be a time-consuming and complex process. Scaling your business by doubling your ad spend requires you to find, recruit, train, and manage more people. Dealing with churn adds to the complexity, slowing down the entire operation. At Clients Blackbox, we prefer a more streamlined approach to marketing that doesn’t require a constant influx of new team members.

3. Increased Costs:
Adding more people to your marketing system to set appointments naturally adds costs to your business. If you want to double your ad spend, you’ll likely need to double the number of appointment setters. This extra layer of complexity drives up expenses, making your business less agile and less profitable. We aim to keep costs down to offer a more efficient service to our clients.

Our Solution:
At Clients Blackbox, we’ve found a better way to help financial advisors and RIAs get more qualified appointments with individuals aged 55 and above seeking annuities and retirement planning. We bypass the appointment-setting process altogether. We provide qualified prospects with a concise, informative video lasting just 10 minutes. After viewing the video, they can directly book a meeting with the advisor of their choice. They select a date and time, answer qualifying questions, and if they meet the criteria, they’re automatically added to the advisor’s calendar. This approach eliminates the need for an intermediary, speeds up the process, and reduces the chances of compliance issues.

Our unique approach empowers advisors to scale their lead flow rapidly. By increasing their ad spend, they can almost instantly boost the number of appointments they have without the delays and complexities associated with hiring appointment setters.

In summary, we’ve chosen to forego appointment setters to offer a more efficient, cost-effective, and compliant solution to our clients. This approach allows us to act with more speed, helps advisors scale, and ensures that only serious prospects book appointments. By removing the appointment setter from the equation, we offer a streamlined, hassle-free experience for all parties involved.

If you’re interested in learning more about what we do and our case studies, please visit our channel. Feel free to leave your thoughts in the comments, and don’t forget to like and subscribe to stay updated on our latest videos. Thank you for your time, and we’ll see you in the next video!

Alex Khassa

Alex Khassa

Alex Khassa is a marketing consultant for financial advisors, partnering with RIAs (2-30 advisors) to 3x their FIA production fast w/ better ROI & 10x less effort... without webinars, seminars or buying more leads.


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