Tag 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.

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.

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.

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

B2C Cold Calling – The Home Run

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home run

At IFA Direct Home we divide the call into 4 parts, the introduction, expansion, home run and the benefits.

This post will look into more detail as to what should happen in home run part of the call. The home run, like the introduction is the most scripted part of B2C Cold calling process and is the most assumptive.

Generally speaking if you have done The Expansion part correctly and gained all the relevant information, given the prospect the likely pension savings and asked whether they would like to make these kind of savings for which they reply “yes”, then there is no need to ask for an appointment. You just book the appointment and use the “Assumptive Close”. It goes something like this…..

The Home Run

Well I just want to explain who we are and what we are about. IFA Direct Home is essentially a collective of IFA’s – some 30+ IFA firms that networks the UK. All of our IFA’s are FCA regulated meaning that if they cannot better what you currently have then they are obliged to leave your pension where it is.

Many IFA’s working this campaign have negotiated directly with pension companies to get favourable reduction in pension charges so they can almost certainly better what you currently have. Some are as low as 0.38%!

If they cannot better what you currently have then there advice would be to leave your pension where it is so it really is a win, win situation you have nothing to lose. Your IFA is ________________and I am just looking in his diary now. He is free next Tuesday, Wednesday – when is best for you? Mornings, afternoons or evening?

Before you attempt this part of the call – you have to have covered and shut all the doors in the sales corridor.

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.