Our services
We do more than simply qualify and book appointments for the financial services industry. Whether you advise on mortgages, pensions, equity release or life insurance we will free up your time allowing you to focus on what you do best - giving regulated financial advice.
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NO CONTRACTS |
NO MINIMUM SPEND | NO VAT
ASK US ABOUT OUR REPLACEMENT POLICY
FOR LEADS NOT MEETING CRITERIA
Benefits of our service
Allows you time to focus on what you do best - giving regulated legal advice.
Allows you time to focus on what you do best - giving regulated legal advice.
By establishing a relationship with the potential client before your appointment, they will already be warm to working with you and this will enhance your ability to convert to written business.
Removing the administration and initial conversations from your diary will free your time - allowing you to focus on what you do best - giving regulated financial advice.
Compared to most advisors we have a superior contact and conversion rate, enabling us to significantly improve your ROI. We will also ensure that any leads eligible for replacement - due to not meeting your criteria or due to invalid details - are replaced before deadlines.
What we'll do for you
Source
financial leads
Whether you're looking for customers in need of financial advice ahead of their retirement, an equity release or private medical insurance, we will source leads to get you in front of the right customers.
Qualify
financial leads
Our friendly and personable consultants will take the time to understand the needs of each individual. This enables us to not only turn leads into appointments but to handover a wealth of information on each potential client before your meeting.
Marketing support for Financial Advisors
Our in-house social media expert and website creator will help you attract the right customers with your online presence. What's more, we'll showcase your services in a professional and easy to digest format and a style that reflects your business.
Business development for Financial Advisors
We're not interested in quick wins. We want to work with you to foster long term relationships with your clients. We will keep in touch with them at timely intervals to make sure you're always front of mind for any renewals or life changes.
Interview: Working with lead generation companies
In this podcast Philip Calvert interviews A-Point's Founder, Sam about IFAs, Financial Planners and Advisers using lead generation companies. An increasing number of financial advisers report dissatisfaction in the number, process and quality of leads, leaving many wary about the viability of working with lead
Satisfied customers
“A-Point have provided us with a bespoke and very good quality service while booking appointments for us.”
Raj Aggarwal, Chartered & Certified Accountant, AGR Accountancy
“A-Point are a professional and reliable partner and really make a difference by allowing us to concentrate on writing new business while they take care of filling the diary with good quality appointments.”
Lewis Maskell CeMAP, Senior Mortgage & Protection Advisor, LMT Mortgage Solutions
“Sorting out the real prospects for us has been invaluable. There's been considerable time saving with initial contact of prospective clients. I would most definitely recommend A-Point.”
Steve Wood
Financial Advisor
Sound Financial Management Ltd
Let's discuss working together
Fill out the form or call us to
set up a free consultation.
A-Point Marketing Ltd, Kemp House,
160 City Road, London, EC1V 2NX, England, UK