A Call Centre Dedicated to Supporting Financial Advisors
Continuum Client Contact Inc.10 Years Of Service
READY TO TAKE YOUR BUSINESS TO ANOTHER LEVEL?
GET IN TOUCH TODAY!
Continuum Client Contact is a client management company specializing in providing virtual call services for financial advisors. Our service is unique from other call centres, as we personalize our services for each advisor. You will be assigned your own dedicated virtual Client Contact Associate. All of our Associates are thoroughly trained to take inbound calls and make outbound calls – with tailored scripts geared to get you in the door, increase your appointment volume, and maximize your revenue.
Our highly skilled Client Contact Associates are carefully selected, trained and monitored to schedule appointments and overcome objections. If you are a new or established advisor who would like to increase your weekly appointments and sales activity, with limited time to make customer calls, we are a good solution for you.
Continuum Client Contact
10 Years Of Service
Our outbound call services include contacting your clients to schedule:
One-time meetings
Automatic recurring appointment scheduling every 6-8 months
Reviews
Introduction appointments for new financial advisors
Time-sensitive renewals or other product expiry dates
Follow-up meetings to close sales
Ongoing client contact for established or new advisors
We can build a tailored program for you or your financial company.
Why hire us?
We are unique in our industry with local staff with high language skills so your customers understand us. Communication is key when securing client contacts and our scripts have been honed over the years to produce results.
Continuum isn’t just a service – It’s a professional relationship, that provides a service in the most professional way.
We don’t collect private information such as account numbers, or ask for financial data, so your customers feel comfortable with us.
Client Call Services That Save You Time
Our goal as your virtual support team, is to set up your appointments so you can spend more time in front of existing or potential clients and less time on the phone. Setting up an account with us is easy, so you can see more clients sooner and close more sales. The main goal of your dedicated Client Contact Associate is to fill your appointment schedule so that you can get those handshakes and signatures. No more hassle of trying to hire, train, or monitor your own person, or pay more hours than you need.
Customized Client Contact Programs
We have the solution for you! We have supported financial advisors across North America for over 10 years so you can feel confident in our services.
We feel incredibly fortunate to build, grow, and connect with businesses across this beautiful country every single day. Today, our team is taking a moment to unplug, celebrate with our families, and appreciate the communities that make our work so rewarding.
Thank you to our incredible clients and partners for letting us be a part of your journey. Wishing you a beautiful, restful holiday filled with sunshine and good company! ❤️🍁
How are you celebrating today? 👇
#CanadaDay #ContinuumClientContact #CanadianBusiness #Gratitude #CommunityFirst #HappyCanadaDay
Holding hands, calming nerves, and rebalancing portfolios on repeat is heavy lifting. You are the buffer between your clients and their worst financial impulses, and that takes serious work.
Take a deep breath, step away from the live tickers for five minutes, and grab a fresh cup of coffee. You've got this. 💪
#FinancialAdvisor #AdvisorLife #WealthManagement #FinanceHumor #ClientRelations
At Continuum Client Contact, we take the friction out of the follow-up. We seamlessly manage your calendar and fill it with warm, booked review appointments—so you can step off the phone and back into the advisor chair.
Stop playing tag. Start planning.
#WealthManagement #FinancialAdvisors #Productivity #BusinessScaling #ContinuumCC #PracticeManagement
So proud to see our client Joe Flores recognized again as the Top Field Agent for the Knights of Columbus. Consistency is the hallmark of a champion. When most people hit a peak, they relax. Joe just builds a higher mountain. He didn't just meet the goal; he defined it.
Congratulations, Joe, on this massive achievement!
#ClientSuccess #ChampionMindset #ConsistencyIsKey #BusinessMilestone #KnightsOfColumbus #GoalDigger
So proud to see our client Joe Flores recognized again as the Top Field Agent for the Knights of Columbus. Consistency is the hallmark of a champion. When most people hit a peak, they relax. Joe just builds a higher mountain. He didn't just meet the goal; he defined it.
Congratulations, Joe, on this massive achievement!
#ClientSuccess #ChampionMindset #ConsistencyIsKey #BusinessMilestone #KnightsOfColumbus #GoalDigger
Getting You Connected – Keeping You Connected
Contact us for a complementary assessment to determine your budget and goals, inbound and/or outbound services, and your target consumer.