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
—————–

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

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.

RMT Direct is 3 years Old!

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rmt direct

RMT Direct celebrated it third birthday last month.  It was registered as a domain 3 years ago on Oct 12, 2012.

Looking at the ‘wayback machine’ – an excellent web tool for snooping at a companies past, you can see how far RMT Direct has come.

http://web.archive.org/web/20130112042237/http://www.rmtdirect.com/

RMT Direct was founded by Ryan Mellor and Charlotte Till and ‘RMT’ stands for Ryan Mellor Till.

RMT Direct started out from a small 2 bedroom apartment  generating various outbound telemarketing campaigns to UK clients.

RMT Direct has grown to a 24 seat call centre and is now ranked #1 on Google UK for financial advice leads and IFA appointments and its aim is to be largest suppliers of IFA appointments in the UK.

RMT Direct currently generates in excess of 150+ IFA appointments every month and its latest creation due to be launched in Jan 2016, is a website that will be capable of generating 100 online leads per day.  http://www.find-a-local-ifa.co.uk

In 2015, RMT Recruitment was formed and RMT Direct Ltd became RMT Group (UK) Ltd in the process. RMT Direct is now all but a web portal and attracts around 300 unique visitors every month from around 20,000 financial advisors that operate in the UK.

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

RMT Direct Pension Appointments gets a 4.75 Rating for Speed of Delivery

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Pension Appointments

We asked our clients how fast we deliver our pension appointments. 75% of them gave us full marks – 100%, giving an overall rating of 4.75 out of 5 for speed of delivery.

Delivering the appointments fast and efficiently is however, pointless unless an IFA converts his or her pension appointments into actual business. 75% of our clients submitted 6 or pension cases out of 10 cases and a further 1.42 cases per 10 in other areas of financial advice.

Speaking to Imran Ashraff of Aspire Financial Management Ltd an IFA who has been a client with RMT Direct for 2 years,  stated that last year he had spent some £18,000 on pension appointments. This investment generated a return of somewhere between £70-£80,000, a return on investment of 277%!

I asked Graham Thompson of Huntington Ross the same question. This was his response:

Hi Ryan,

Further to our telephone call earlier this week, please find below a quick testimonial of the RMT IFA Appointment service :-

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.

I hope that helps and gives a feel for the productivity of your appointments.

Overall RMT received a 4.08 rating out of 5 and 50% of our IFAs gave either a 9 or 10 out of 10 when asked how likely they were to recommend to another IFA.

See the survey for yourself.

https://rmtdirect.typeform.com/report/zMflzm/Q2DG

Behind the scenes at RMT Direct

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Steve Garbett

It might be Friday, but we are still working hard in the office on your behalf at the RMT Group. Introducing Steven Garbett who is our top telephone co-ordinator for making appointments to help people reduce their pension charges through IFA Direct Home.

Jeff Bertrand

The RMT Recruitment brand is part of the RMT Group helping source clients searching for a new career in the UK and overseas in the financial sector. Introducing Co-founder Jeff Bertrand at RMT Recruitment office who extends and assists the recruiting arm adding a competitive advantage by sourcing, recruiting and hiring top level talent for it’s clients.

Charlotte Till

We know who is BOSS at the RMT Group in the office… spot the coffee mug.

ryan e. mellor

Ryan Mellor Co-founder of the RMT Group has been busy this week connecting with IFA’s across the UK to join us in business to business.

RMT Direct the web portal and registered trademark of RMT Group is ranked number #1  on Google UK for financial services leads.

Ryan Mellor, Co-founder at RMT Direct

IFA Direct Home Pension Appointments – UK Average Pension Size

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IFA Direct Pension Appointments

IFA Direct Home Pension Appointments: Below is our average monthly  size pension funds generated for over the past 26 months, together with numbers booked and the actual ‘sat’ rate.  Our overall average pension pot size is £47,001. We have booked 2,378 appointments during this period. Our overall ‘sat rate’ average is 58% or 6 out of 10 appointments.

The high average pension fund obtained in June 2013  attributed to a much lower count. This is when this product was launched.

From October 2015, the newly enlarged call centre will be in operation  and we anticipate volumes of booked appointments to increase by 50% to a monthly average of 200.

Month Size of Pension Fund No. Booked Appointments Sat Rate 
Jun-13 £95,075 8 50%
Jul-13 £31,333 12 60%
Aug-13 £52,738 19 80%
Sep-13 £59,583 30 62%
Oct-13 £35,068 50 58%
Nov-13 £57,176 106 63%
Dec-13 £29,843 40 52%
Jan-14 £46,355 51 64%
Feb-14 £36,655 94 56%
Mar-14 £32,943 61 38%
Apr-14 £47,282 80 53%
May-14 £51,959 82 65%
Jun-14 £55,816 91 70%
Jul-14 £41,147 90 61%
Aug-14 £58,533 78 61%
Sep-14 £45,801 138 59%
Oct-14 £40,541 147 52%
Nov-14 £44,931 151 49%
Dec-14 £42,974 80 65%
Jan-15 £42,634 115 62%
Feb-15 £48,124 139 66%
Mar-15 £45,918 166 57%
Apr-15 £36,364 153 52%
May-15 £49,492 115 53%
Jun-15 £47,661 167 49%
Jul-15 £46,087 115 60%
Average £47,001   58%
Total   2,378

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.

RMT Direct launches IFA Direct Home Mortgage Appointments

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rmtdirect

London (PR FIRE UK) 25 August 2015 – RMT Direct, the leading financial services appointment making firm, today announced the launch of a new call centre product – IFA Direct Home Mortgage Appointments. Ryan Mellor, Co-founder at RMT Direct stated that the demand for its products remained very strong from the 20,000 IFAs that work in the UK offering financial advice.

The appointment making firm has been providing pension appointments for almost 3 years now with great success. RMT Direct has grown with over 30+ IFA firms using its services. Current conversion rates hover around 70-80% for IFA Direct Home Pension Appointments.

IFA Direct® Mortgage Appointments targets existing mortgage holders and the appointments are generated as a by-product of the main pension campaign. Although the conversion rates are expected to be lower than pension appointments at only 30% – the price is also set much lower at only £125+ VAT per appointment.

Ryan Mellor Sales Director and Co-founder at RMT Group said  “Now would be a perfect time  before interest rates start to move up to sit down with an IFA to review your mortgage, particularly if you have a variable rate as there are some great fixed rate deals out there ”

A professional telemarketer calls from IFA Direct using an initial call to explain the benefits of a mortgage review.  Clients are then referred to its financial advisor members.

Book Now. Pay Later.™ payment scheme will also be available for Mortgage Appointments. The scheme reduces delivery risk and increases cash flow for the IFA by only charging when the appointment is takes place.

About RMT Direct

RMT Direct is a leading financial services appointment making firm based in London. Since its inception in 2012 RMT Direct has been helping customers benefit from its call centre technology by providing cost-effective quality appointments and online services. The online services include generating IFA and Pension Leads at a local level.

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.

We've mastered the right approach…