RMT Direct Leads provides a professional service that is thorough for both the client and myself. The actual appointment making is second to none for booking and follow-up.
David Rogers - Cheshire Wealth Partnership - Cheshire
Excellent service and way ahead of competitors, client feedback is very positive. Please do not let the standards drop.
Chandan Hinduja - True Potential Wealth Management - Middlesex
I use RMT Direct Leads for pension leads in my area, the calls are of good quality and the feedback regarding the sales staff is very positive. I have increased my income since using their services. I highly recommend them.
Mark Horner DipPFS - Estate Asset Management - South Wales
What I like is the low number of no shows as clients generally call or text to cancel appointment, saving me a wasted journey. Appointment quality is generally good, with nearly all clients happy to review all areas of finances with a number of needs that I am able to address.
Imran Ashraf - Wealth Management Consultant - Guildford
The quality of notes is great. Very accurate and it is evident that the appointment maker is having good conversations with the prospect.
Vinny Lall - The Chambers Partnership - Macclesfield
Its the wheel of fortune with your services, some you win some you lose. But you have to average it all out in the end and then it makes sense.
Richard Paylor - HIA International - Bedford
Since I began taking appointments from RMT in 2014, I have had a steady supply of appointments relating mainly to pension reviews. Overall, I have been very happy with the quality of these appointments and they have been invaluable in helping to build up my client bank over the past year. Whilst the size of the pension pots vary considerably, I would say that on average, I generate around £10,000 to £15,000 worth of fees per 10 appointments (costing around £3,500). With my last 10 appointments, I expect to write business generating something in the region of £13,000 in initial fees and many of these clients will go on to become long term clients, paying on-going advice fees.
Graham Thompson - Huntington Ross - York
We worked with RMT Direct Leads for almost 2 years and were always happy with their professional, organised and fair approach to pension lead generation. The area-specific appointment leads are well qualified and clients were informed and engaged from outset. Client cancellations were flagged in good time avoiding wasted trips for our advisers and the teams are a pleasure to deal with on a day-to-day basis.
Chris Simpson - CIB Retirement Solutions - Kent
I have been using RMT for over a year and what I like about the service is the qualification process where most final salary schemes, occupational schemes and low fund values are vetted out so you do not have many wasted trips compared to other lead companies I have used. This service has increased my overall income and allowed me to focus on giving advice.
Denny Holland - Charles Derby - Suffolk
A colleague of mine (Alex Palmer) has been using your companies services for the past couple of weeks and has spoken very highly of the level of professionalism you and the company have provide so far. As a result I would be very interested in opening up a campaign of my own which would include an initial order of 6 appointments much like Alex.
In terms of post codes I’d like to use I have listed them below:
BS, GL, HR, SN
Raffaele Castaldo DipFA
Independent Financial Adviser
Raffaele Castaldo - Moorland Mayfair Wealth Management - Cardiff
I will arrange payment later but wanted to feedback clients comments regarding contact.
Client has had previous dealings with many lead generation companies and said the person he spoke too was one of the best he’d come across. He was impressed with his communication skills around the process and punctuality of call backs that the client needed to arrange.
Client said it was a pleasure to receive a cold call from someone who spoke well and was very professional.
If you could pass on these comments and my thanks as client has over £xxxk in pensions to review.
Christopher Crompton DipFA - Wealth Management Advisor - Manchester
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