Services We Offer for Established or New Financial Advisors
From appointment scheduling to following up on sales leads, Continuum Client Contact offers the complete solution for maximizing your time and revenue. Our programs generate results because they are founded on strategic planning, which involves evaluating every client and selecting the optimal call schedule that works for you.
Quality assurance calls for services and products
Seminar and tradeshow follow up calls
Special occasion calls
One-time meetings
Automatic recurring appointment scheduling every 6-8 months
Reviews
Introduction appointments for new financial advisors
Appointments for time-sensitive renewals or product expiry dates
Follow-up meetings to close sales
Ongoing client contact for established or new advisors
Implementation of service strategies for your A, B and C clients
Lead Conversion and Ongoing Support
Continuum has refined their systematic approach to building prospective client relationships. After a successful lead conversion, you can opt into our ongoing support program. Stay connected with your clients while being positioned for sales opportunities. Your continuum plan will consist of a complete evaluation of your client base and comprehensive support structure.
New Acquisitions
Uniquely for professionals that have recently taken over new clientele and have been reassigned a new territory. You will achieve greater results reaching your new clients by having a dedicated Client Contact Associate. We can follow up on what you as their advisor has sent, such as letters or postcards with the goal of scheduling a meeting with them.
Recruitment
For Directors, General Agents, Financial Advisors and Field Agents, let us make those follow-up calls for your recruitment campaigns. We can set up appointments for you to speak to prospective recruits. We’re here to help you expand your team.
Other Services
Quality Assurance Calls
Election Polling
Non-profit Fundraising Outreach
Charity Event Calls
Holiday Greeting Calls