Get an intern to do the same thing for you for free.

[quote=Beagle]Has anyone used an appointment setter before? 

Ashton Danbury is on the internet and they will supposedly make 5,000 calls for $1,000 with the purpose of you getting appointments in person.  Wondering if anyone has used them before or anyone like them.


[/quote]

Exactly what are you selling?  Their are appointment setters that charge by apt. or sale if you doing insurance.

Heads up to everyone…don’t use annuityreview. Biggest scam out there for preset annuity appointments.

Annuity Review - Got burned also. Looks like someone could put a stop to them

Co COLD SOLUTIONS 40 guaranteed, pre-set appointments all pre-screened. Very reputable $2700.

I had up to three cold callers last year working for me.  It worked well however I did not like the type of clients I was getting so I stopped it.  The accounts were "as anyone could guess," small.   Under $100,000 and really inappropriate for what I do.

I suggest if you want to do that you just hire someone yourself and then you can control and monitor them and track exactly what their ratio is.  Within a month, you will know if it worth the money.  Tell them it is on a trial basis when you hire them.   

Another thought.  Pick up the phone book yellow pages or any local magazine.  Start calling business owners to ask for "just a 15 minute time slot "not appointment," so you can stop by and introduce yourself and tell them why what you do is so unique."  Tell that to the gatekeeper also.  Tell them you can describe how what you do is unique in under five minutes.

But, you better be unique.  I do this and I get one appointment a day with about one hour calling.  I manage money on an absolute return basis so this is unique and it catches their attention.  Come up with something that truly is unique and mention it briefly on the phone.  You will get appointments and save lots of money.  

Doing this, I get through to quality high net worth business owners but come up with something that sets you apart first.  Then take the $1000 you would have spent and reward yourself with a little vacation if you make your appointment goal. 

[quote=Malcolm]

I had up to three cold callers last year
working for me.  It worked well however I did not like the type of
clients I was getting so I stopped it.  The accounts were “as
anyone could guess,” small.   Under $100,000 and really
inappropriate for what I do.

I suggest if you want to do that you just hire someone yourself and then you can control and monitor them and track exactly what their ratio is.  Within a month, you will know if it worth the money.  Tell them it is on a trial basis when you hire them.   

Another thought.  Pick up the phone book yellow pages or any local magazine.  Start calling business owners to ask for "just a 15 minute time slot "not appointment," so you can stop by and introduce yourself and tell them why what you do is so unique."  Tell that to the gatekeeper also.  Tell them you can describe how what you do is unique in under five minutes.

But, you better be unique.  I do this and I get one appointment a day with about one hour calling.  I manage money on an absolute return basis so this is unique and it catches their attention.  Come up with something that truly is unique and mention it briefly on the phone.  You will get appointments and save lots of money.  

Doing this, I get through to quality high net worth business owners but come up with something that sets you apart first.  Then take the $1000 you would have spent and reward yourself with a little vacation if you make your appointment goal. 

Malcolm,

I've got one cold caller, my daughter.  Can't get her to do s#!t!!  But that's a great idea.  Moonpies 2 ya dude

AVOID these people at costs, complete scam. Reply for more info, but take our word for it, as we are beginning to seek legal help on getting our refund.

Our company rates Ashton Danbury as a “do not use” vendor. We spent 2500 on 3 hot transfers. They also only delivered 1/2 of the leads we “bought”. They do not listen to you once you’re dissatisfied, they hang up on you and won’t budge.

[quote=Malcolm]

I had up to three cold callers last year working for me.  It worked well however I did not like the type of clients I was getting so I stopped it.  The accounts were "as anyone could guess," small.   Under $100,000 and really inappropriate for what I do.

I suggest if you want to do that you just hire someone yourself and then you can control and monitor them and track exactly what their ratio is.  Within a month, you will know if it worth the money.  Tell them it is on a trial basis when you hire them.   

Another thought.  Pick up the phone book yellow pages or any local magazine.  Start calling business owners to ask for "just a 15 minute time slot "not appointment," so you can stop by and introduce yourself and tell them why what you do is so unique."  Tell that to the gatekeeper also.  Tell them you can describe how what you do is unique in under five minutes.

But, you better be unique.  I do this and I get one appointment a day with about one hour calling.  I manage money on an absolute return basis so this is unique and it catches their attention.  Come up with something that truly is unique and mention it briefly on the phone.  You will get appointments and save lots of money.  

Doing this, I get through to quality high net worth business owners but come up with something that sets you apart first.  Then take the $1000 you would have spent and reward yourself with a little vacation if you make your appointment goal. 

[/quote]

What do you mean by you "manage money on an absolute return basis"?  Don't we all?

[quote=Kargon]

What do you mean by you “manage money on an absolute return basis”?  Don’t we all?

[quote=Kargon][quote=Malcolm]

I had up to three cold callers last year working for me.  It worked well however I did not like the type of clients I was getting so I stopped it.  The accounts were "as anyone could guess," small.   Under $100,000 and really inappropriate for what I do.

I suggest if you want to do that you just hire someone yourself and then you can control and monitor them and track exactly what their ratio is.  Within a month, you will know if it worth the money.  Tell them it is on a trial basis when you hire them.   

Another thought.  Pick up the phone book yellow pages or any local magazine.  Start calling business owners to ask for "just a 15 minute time slot "not appointment," so you can stop by and introduce yourself and tell them why what you do is so unique."  Tell that to the gatekeeper also.  Tell them you can describe how what you do is unique in under five minutes.

But, you better be unique.  I do this and I get one appointment a day with about one hour calling.  I manage money on an absolute return basis so this is unique and it catches their attention.  Come up with something that truly is unique and mention it briefly on the phone.  You will get appointments and save lots of money.  

Doing this, I get through to quality high net worth business owners but come up with something that sets you apart first.  Then take the $1000 you would have spent and reward yourself with a little vacation if you make your appointment goal. 

[/quote]

What do you mean by you "manage money on an absolute return basis"?  Don't we all?

[quote=joedabrkr] [quote=Kargon][quote=Malcolm]

I had up to three cold callers last year working for me.  It worked well however I did not like the type of clients I was getting so I stopped it.  The accounts were "as anyone could guess," small.   Under $100,000 and really inappropriate for what I do.

I suggest if you want to do that you just hire someone yourself and then you can control and monitor them and track exactly what their ratio is.  Within a month, you will know if it worth the money.  Tell them it is on a trial basis when you hire them.   

Another thought.  Pick up the phone book yellow pages or any local magazine.  Start calling business owners to ask for "just a 15 minute time slot "not appointment," so you can stop by and introduce yourself and tell them why what you do is so unique."  Tell that to the gatekeeper also.  Tell them you can describe how what you do is unique in under five minutes.

But, you better be unique.  I do this and I get one appointment a day with about one hour calling.  I manage money on an absolute return basis so this is unique and it catches their attention.  Come up with something that truly is unique and mention it briefly on the phone.  You will get appointments and save lots of money.  

Doing this, I get through to quality high net worth business owners but come up with something that sets you apart first.  Then take the $1000 you would have spent and reward yourself with a little vacation if you make your appointment goal. 

[/quote]

What do you mean by you "manage money on an absolute return basis"?  Don't we all?

[/quote]

No.  In fact the vast majority of advisors are focussed on a relative basis...
[/quote]

I won't lie.  I don't know the difference.  Will somebody explain relative vs absolute returns.

Most advisors manage accounts looking to match or beat the performance of various benchmarks, the most common being the S&P 500.  They consider themselves to be successful if they meet or outperform the index over a certain period, hence the term “relative performance”.  During extended periods of market decline, such as 2000-2002, the client could actually LOSE money and yet the advisor/manager could be ‘relatively’ successful at meeting their goals, as long as they were down less than the market.

When one is managing an account with absolute-return focus, one’s goal is to generate sustainable and satisfactory returns regardless of market conditions.  This would include not only the goal of generating positive returns even in a down market, but also includes the mindset that it isn’t necessary to try to beat the market when the indexes are “hot”.  In my opinion, and to a certain extent, my experience, this tends to lead to less of a risk-taking posture as the advisor/manager no longer feels compelled to “keep up” with every basis point to the upside.

Hope that helps.

[quote=joedabrkr]Most advisors manage accounts looking to match or beat the performance of various benchmarks, the most common being the S&P 500.  They consider themselves to be successful if they meet or outperform the index over a certain period, hence the term "relative performance".  During extended periods of market decline, such as 2000-2002, the client could actually LOSE money and yet the advisor/manager could be 'relatively' successful at meeting their goals, as long as they were down less than the market.

When one is managing an account with absolute-return focus, one's goal is to generate sustainable and satisfactory returns regardless of market conditions.  This would include not only the goal of generating positive returns even in a down market, but also includes the mindset that it isn't necessary to try to beat the market when the indexes are "hot".  In my opinion, and to a certain extent, my experience, this tends to lead to less of a risk-taking posture as the advisor/manager no longer feels compelled to "keep up" with every basis point to the upside.

Hope that helps.
[/quote]

Thanks Joe.

Appointment will be set after telecalls. If customers are interested then and then only they are ready for appointment. In it you have face-to-face communication which is very beneficial to get more business. There are many companies in market who sets appointment and after that sales agent have to take over it. Appointment setter have their own technique to convince customer for appointment.

Appointment will be set after telecalls. If customers are interested then and then only they are ready for appointment. In it you have face-to-face communication which is very beneficial to get more business. There are many companies in market who sets appointment and after that sales agent have to take over it. Appointment setter have their own technique to convince customer for appointment.