Meet long term client of RMT Direct Leads – Imran Ashraf Chartered Financial Planner at Aspire Financial Management Ltd

Facebooktwittergoogle_pluslinkedin

imran ashraf

Meet long term client of RMT Direct Leads – Imran Ashraf,  Chartered Financial Planner at Aspire Financial Management Ltd.

Imran Ashraf joined RMT Direct Leads as a former SJP Partner in August 2013.  In 2015, Imran spent £18,000 on Pension Appointments. These were  sucessfully converted into £70-80,000 worth of fees, giving a ROI of 344%. Todate, Imran has sat 99 appointments and is only one away from his first century with RMT Direct Leads!

Can you tell us a bit about your background?
I have been in the financial advisory industry as an advisor for 10 years. At first honing my advisor skills and technical knowledge at HSBC bank, obtaining the prestigious Chartered Financial Planner status in 2012 and Fellowship status in 2015. In 2013 I decided to setup my own IFA practice and have not looked back since.

What areas do you cover?
I mainly cover the following areas:
London
Surrey
Hampshire
Berkshire

How did you hear about RMT Direct Leads?
Through a google search a number of years ago

What do you like about our service?
Low rate of no shows
Majority of appointments are high quality
Pay after successful appointment payment terms
The appointments go direct into my diary and you have live access to my diary. This prevents double bookings and a more streamlined service.

How much revenue on average do you generate per 10 appointments?
£15,000

What is your conversion rate for pension business?
80%

What is your conversion rate for other business?
25% on the back of these generated appointments

How do we compare to the competition?
I have tried a lot of lead generation companies and have wasted literally thousands of pounds. All of these other lead generation firms have come and gone, but I remain a loyal customer to RMT as they deliver the best and most consistent results.

How can we improve?
Reduce cancellation/re-scheduled appointments
Book more high value clients

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

Leave a Reply

Your email address will not be published. Required fields are marked *