Category Archives: IFA Direct Home

IFA Direct Home customer reviews – Rating: 4.6 from 42 customer reviews and experiences for ifa-direct.com

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RMT Direct Leads Reviews

Transparent customer reviews for IFA Direct Home

4.6 from 42 customer reviews, experiences and testimonials for
ifa-direct.com. All ratings, customer reviews, experiences and testimonials – collected independently by eKomi from real buyers.

Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home, RegulatedAdvice.co.uk and Local Professional Direct.

More questions and less babble at IFA Direct Home call centre!

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IFA Direct

Most people do not like the sound of their voice.

…..So we asked some of our IFA Direct Home co-ordinators to listen to one of their recent calls where they attempted to make a pension appointment. The idea being  to be as self critical as possible.

In summary, more questions and less babble is required at the IFA Direct call centre!  (or Geordie babble  for one member of staff)

Cringe!!!

The main point i noticed is i speak to much, keep saying basically and ok. The call was dragged out to long with someone who isn’t interested. Better questioning at the start would have saved half the call.

Jem
—————–
The call was sh*t to put it bluntly. I think he threw me with his yes, no answers.No exaggeration of “millions” or “massively”.
Explained charge percentages before gaining amount.
No oomph – no personality. You have permission to slap me the next time I say Sir! I gave up too easily.

Lou
—————–
Interesting to hear, a lot of skirting around the point (errrm’s) can see where I missed a few opportunities to close, too long and drawn out.

Martin
—————

WOW! That was awesome. Do I really sound that young on the phone??

There are several things I noticed:

1. Emphasised key words ‘Massively’ and ‘Regulated Financial Advice’ omitted from Hook

2. Much too much talking by me and not enough ‘open’ questions asked, eg How, Why, When, Where, etc

3. He told me at the beginning of the call that he was still paying into the PPP, but I asked him again towards the end of the call and I expressed great surprise, as if I didn’t know! It sounded insincere and I need to make more notes as I go along!!!

Changes I’ll implement immediately:

1. Emphasise the Keywords in the Hook

2. Much less talking by myself and cut out the ‘waffling’

3. Ask more open questions, to express a genuine interest

4. Hone my listening skills and make more notes as I go along

I feel this has been a great help to me and will ensure I introduce these changes immediately!

Incidentally, this one resulted in an appointment.

Peter
—————–

Hi
I listened and seems ok … he will have a review in new year… as he said too busy now and if I pushed it he would prob not bother at all… I could have sounded more up beat maybe…

Jacqueline
—————–

This call he had no idea who his pension was with only employer and he has no documents, informed him to through online gov site and trace pension as we cannot help until he know his info. Could have done this much quicker, call was possibly too customer service like.
Said OK far too many times.

Jemma
—————–

I thought I was pretty good. Set up a good callback but he didn’t pick up phone. My fault as I rang at the wrong time. If anything I should have closed him instead of waffling about benefits too much.

Michael
—————–

Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home, RegulatedAdvice.co.uk and Local Professional Direct.

TalkTalk data hack reduces the number of pension appointments made by 20%

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Pension Appointment
IFA Direct Appointment

The recent TalkTalk data hack and the very negative publicity that has lingered on during the month of October and November has reduced the number of booked pension appointments made during this period  by 20%.

The last month has seen an increase in the ratio of calls to appointments made up from the past years average of 1 in 64  to 1 in 81 (appointment made that meets criteria versus calls made that are not interested).

The same period last year saw a ratio is 1 in 67, making it 20% more difficult.  However, it has been higher than 1 in 81 in the past year. March broke the record at 1 in 95!

Strangely in March it was a record month for IFA Direct where it booked in excess of 200 appointments –  perhaps a strange mixture of the anticipated pension reforms that were due to take place in April and the news that the ICO were to impose huge fines on  firms who flout rules on direct marketing,

The reason it went to 1 in 95 was the action by the UK government to fine cold callers. This news was announced on the 25 February 2015. http://www.bbc.com/news/uk-31616523

You can search on Google for trending words such as nuisance calls or cold call to gauge consumer sentiment . You can see in March and October  that the number of searches for nuisance calls or cold calls spiked in response to the news.

In October the TalkTalk data hack news led to a spike on the 25-31 October 2015  at 100 (100 is the max during that period) for the term nuisance calls. However, a week later 1-7 November 2015 it was down to 55 a huge drop of 45%, looking like the news was already fading and past its peak.

google trend

Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home, RegulatedAdvice.co.uk and Local Professional Direct.

IFA Direct Home gets a 4.8 rating!

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ekomi

You can check out what our customers have to say about IFA Direct Home: Rating: 4.8 from 13 customer reviews and experiences with our financial advisers.

https://www.ekomi.co.uk/review-ifa-directcom.html

Very informative – the representative was able to explain my current position and how recent legislation might affect my pension planning strategy

*** was a pleasant man and new what he was talking about. He has also been in touch since the meeting. Very good.

I was very happy with the reviewer who was helpful, friendly and is working to give me up to date information and values of my current and frozen pensions

very good, person very good on the phone, kept upto date with emails and text alerts. The meeting with *** was very helpful and I am looking forward to his suggestions.

10/10

Everything went OK

5 star !

Excellent service well put over.

Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home, RegulatedAdvice.co.uk and Local Professional Direct.

A woeful tale of a telemarketer

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file000925320793

“Hello, hello, hello, hello”, you’ll hear my desperate cry

Sadly, “What do you want”, is too often the reply

“I’ve never had an accident and never had PPI”

“Why don’t you get a proper job, or just crawl away and die”

I say “I’m not trying to sell you anything, it’s just a straight-forward Review”

“‘cos I’m just a simple person…in fact, I’m just like you!”

“I don’t wish to sound rude, I’m not even trying to be funny”

“My sole purpose in this life, is to save you loads of money!”

“I understand your comment, that I need to get a life”

“But I have a car to run and a rather expensive wife”

“So, all I want to do is help you and to show how much I care”

“A couple of minutes with you now, is all I want to share”

“Oh!..and by the way, I meant to SINCERELY mention”

“Have you at any time, paid into a Personal Pension?”

“Hello, hello, hello, hello!”

A little ode I put together –  Peter Buckley, Co-ordinator at IFA Direct Home

Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home, RegulatedAdvice.co.uk and Local Professional Direct.

IFA Direct Home Pension Appointment Video

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IFA Direct Home have launched a new video on You Tube to explain the process from booking a Pension Appointment to the IFA making a recommendation. We hope you enjoy it!

Ryan Mellor, Co-founder at RMT Direct

If you are a financial advisor and you would like to work with us, please visit RMT Direct.

Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home, RegulatedAdvice.co.uk and Local Professional Direct.

IFA Direct Home Launches New Look Website

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ifa direct

IFA Direct Home the leading appointments making firm that connects people to regulated financial advice today revealed its new look website that is in keeping with other websites within the RMT Group.

The website generates retail appointments for financial advisors that specialise in giving advice for pensions and mortgages.

The re-launch of the website coincides with a new product – IFA Direct Home Mortgage Appointments. Other new features include a link to eKomi  – the German feedback company that collects real customer reviews.

This allows  clients who have sat an appointment with an IFA Direct Home financial advisor to write a review. This is then published on the homepage of its new look website.

Ryan Mellor, Co-founder at RMT Direct

If you are a financial advisor and you would like to work with us, please visit RMT Direct.

Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home, RegulatedAdvice.co.uk and Local Professional Direct.