Ryan Mellor at RMT Direct Answers FAQs

Facebooktwittergoogle_pluslinkedin
ryan Mellor
RMT Direct Appointment

IFA Question – What IFA Lead products do you have?

Ryan Mellor – We have 3 products IFA Direct Home Appointment, IFA Direct Business Appointments and Online IFA Leads.

IFA Question – How do you generate your IFA Home Appointments?

Ryan Mellor – We use a dialler system using opted in data, calling postcode specific areas. The data is profiled to persons between the age of 35-55, homeowners who earn a minimum of £25,000 per year.  The pension appointment is booked around the potential benefit of reducing the Annual Management Charge.

IFA Question – How much do your IFA Home Appointments cost?

Ryan Mellor – Less than £20,000 we charge £265+ VAT and above we charge £295+ VAT.

IFA Question – I won’t make any money on appointment that is below £20,000.

Ryan Mellor – I fully understand that appointments below £20,000 are not that popular with IFA’s, and may not be hugely profitable, however only 20% of our appointments are below £20,000. The idea is that if the IFA can break even on 20% of the appointments that are less than £20,000, then the appointments that are above the £20,000 will results in a very healthy £50,000 average.

IFA Question – What is the conversion rate?

Ryan Mellor – Conversions, vary between  70-80% for pensions. Other areas of business , an additional 30%.

IFA Question – What is your criteria?

Ryan Mellor – As a standard we filter out Civil Service Pension  Schemes and Occupational Schemes, so we are left with just Personal and frozen Group Personal Pension Schemes. The minimum is £12,500 although the average is pension pot size is £40,000.

IFA Question – What information is sent out to the client?

Ryan Mellor – We send out a IFA Direct branded profile of your IFA firm, as soon as the appointment is booked.

IFA Question – Do you provide appointments for restricted advisors?

Ryan Mellor – Yes.

IFA Question – Do you provide appointments for introduces?

Ryan Mellor – No.

IFA Question – Whats the minimum order?

Ryan Mellor- An initial trial comprises of 6.

IFA Question – How does the Book Now Pay Later Scheme work for IFA Direct Home Appointments?

Ryan Mellor – We ask for a deposit payment of £295+ VAT. We then invoice the day after the appointment has been sat. You have until 12:00 the next day to reject the appointment. We would then invoice for payment within 2 days. Should you wish to terminate during the initial trial then the last appointment would not be charged for. If you like our service then the agreement continues for one year or until you terminate which is a minimum of 30 days notice from the end of the next subscription period. Most IFA’s have 5 appointments per month. Once you have paid for 6 appointments we revert to weekly billing. We do not charge a set-up fee.

IFA Question – What happens if I want more or less?

Ryan Mellor – We just require notice. Should you want a break for a few weeks or you want to reduce your supply, we just need a sensible notice period. We don’t like to be switched on and off as we lose money through wasted call backs that don’t materialise into an actual appointment.

IFA Question – Where are you guys based?

Ryan E. Mellor – We are a UK company, with a 30 seat call centre based in Mijas Costa, Spain staffed entirely by British expats.

IFA Question – Do you have any testimonials?

Ryan E. Mellor – Yes, see https://www.rmtdirect.com/clients.php

IFA Question – How is the appointment booked?

Ryan Mellor – The appointment is a financial review covering one of 6 areas with either a Director, Senior Manager or the owner of a business.

1. Key Person Insurance , to protect your company in the event of sickness or premature death of a key employee

2. Inheritance Tax Planning, designed to mitigate IHT and to ensure that” inherited assets find their way to the right person at the right time”

3. Personal Protection Insurance, including life and critical illness protection on loans and mortgages, designed to protect both your business and family members

4. Personal Pension Plans and the impact that the 2015 pensions legislation will have on inherited fund values and the full range of options available to policyholders

5. Buildings & Contents Insurance, offering the most competitive rates to protect both your business and your residential properties

6. Bloodline Planning, ensures your assets  on death find and stays with  the right person

In addition we can book appointment for Workplace Pensions, including auto-enrolment and the establishing and monitoring of Staging Dates.

IFA Question – What is the conversion rate for IFA Direct Business Appointments?

Ryan Mellor – The conversion rate hovers around 50%.

IFA Question – How does the Book Now Pay Later Scheme work for IFA Direct Business Appointments?

Ryan Mellor – We ask for a deposit payment to the value of one appoiuntment. We then invoice the day the appointment is made or within 30 days that the appointment is due. Should you wish to terminate during the initial trial then the last appointment would not be charged for. If you like our service then the agreement continues for one year or until you terminate which is a minimum of 30 days notice from the end of the next subscription period. Most IFA’s have 5 appointments per month. Once you have paid for 6 appointments we revert to weekly billing. We do not charge a set-up fee.

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.

What IFA’s say about RMT Direct

Facebooktwittergoogle_pluslinkedin

 

RMT Direct

 

 

 

 

 

 

 

 

 

 

 

I use RMT Direct 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

We have been dealing with RMT Direct now for about 3 months and all I can say is we have been flabbergasted by the service we have received. A combination of great leads in our selected postcodes, efficient diary management, appointment booking and great service all round. They really have transformed the way we run our business and we hope to continue our working relationship with them long into the future.

James Tomlinson – JT Private Finance – Doncaster

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

RMT Direct provides a professional service that is thorough for both the client and myself. The actually appointment making is second to non for booking and follow up.

David Rogers – Cheshire Wealth Partnership – Cheshire

See more testimonials

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.

3 types of telemarketers at RMT Direct

Facebooktwittergoogle_pluslinkedin
RMT Direct
3 types of telemarketers at RMT Direct

There are 3 types of telemarketers that come through our doors at RMT Direct:

1. Those that can do the job and love it.

2. Those can do the job and hate it.

3. Those that can’t do the job.

In striving to employ staff at RMT Direct we are looking for staff that can do the job and love it, we look for the following qualities in any new staff.

Attitude – Without the right attitude and a strong work ethic, no amount or training or aptitude will make a person successful at booking appointments.

Can Sell –   Over the years at RMT Direct, we have found a huge difference between those can close and those that can’t. Although appointment does not involve selling anything directly, if you are more customer service than sales  – then appointment setting is probably not for you.

Resilient – Rejection is a very real part of booking appointments and part of daily life at RMT Direct, especially when focusing on cold leads. A great telemarketer isn’t easily discouraged.  Last year (2014) we had to go through 68,000 no’s to generate 1200 appointments.

Empathy – Telemarketers have to relate to the customer, it shows up as listening more than talking and empathising with the client before getting your point across.

Organised – Using the RMT Direct CRM efficiently and effectively, setting events and binning call backs that you can’t get hold is a key ingredient for a telemarketer to succeed.

A Great Voice – A clear, friendly yet authoritative voice works wonders.

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.

 

Hi, this is Ryan Mellor at IFA Direct Home….

Facebooktwittergoogle_pluslinkedin
ryan mellor ifa direct
Hi, this is Ryan Mellor at  IFA Direct Home UK….How are you today?

The amount of times when running through role play with new members of staff during training that they start the conversation with “How are you today?” I have lost count.

Not only is it false, but it wastes valuable time on the phone. Your aim in a cold call is to get their interest  – deliver the hook or the point of the call  and then get them talking. You have around 20 to 30 seconds at best to achieve this.

You should start the call by saying this is “Hi this is Ryan Mellor at IFA Direct Home, the reason from my call and I don’t know if you are aware but”……gets to point  of the immediately. Stating “I don’t know if are aware” makes the conversation relevant to the person so you are immediately avoiding the classic mistake of talking at the person rather than with them.

At IFA Direct Home when we call consumers, we only use opted-in mobile data which we call during office hours. Very few people like receiving cold calls at the best of  times – but using the phrase “how are you today” when time is at a premium and you’ve never spoken to that person before is one of the most common mistakes made by telemarketers as it has the tendency to wind the person up the wrong way before you have got to your point.

The person taking the call  is much more likely to think this is a sales call leading them to think to themselves that “I am not interested.” For the sake of your own sales figures and sanity to STOP IT IMMEDIATELY!

Ryan Mellor, Co-founder at RMT Direct Leads

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

 

 

We've mastered the right approach…