Tag Archives: Press

RMT Direct Launches Business Appointments for Financial Advice

Facebooktwittergoogle_pluslinkedin

RMTDIRECT

Financial services agent RMT Direct has unveiled its new business appointments service – linking advisers with potential new clients.

The appointments booking firm links customer queries to experts in the local area and has seen strong growth in its home appointments for pensions advice.

They have now launched IFA Direct Business Appointments, a call centre that contacts businesses offering pensions advice, tax planning, insurance and other vital services for businesses.

Prospective clients and then linked with their own network of financial advisers around the country who pay the firm for the lead.

RMT Direct co-founder Ryan Mellor said that demand for it’s products remained very strong from the 20,000 IFAs that work in the UK offering financial advice.

‘There is a really high conversion rate for IFA Direct Home Appointments and we’re confident that this will also be the case with our new business appointments service,’ Ray added.

The appointment making firm has been providing IFA Home Appointments for almost three years. More than 30 companies around the UK now uses it’s services.

Their own data shows that current conversion rates from leads generated online that then make appointments at home are around 70 to 80 per cent.

IFA Direct Business Appointments target directors, owners and senior managers of firms that employ at least 10 people.

A professional telemarketer calls from IFA Direct Business using an initial call to explain the benefits of a financial review in the following areas – personal pensions, auto enrollment, business insurance, mortgage reviews, inheritance tax planning and bloodline planning. Clients are then referred to it’s financial advisor members.

The Book Now Pay Later payment scheme will also be available for Business Appointments. The scheme started in 2013 reduces delivery risk and increases cash flow for the IFA by only charging when the appointment is made.

Submitted to PR Fire

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.

RMT Direct Reaches £60 million in Pension Review Appointments

Facebooktwittergoogle_pluslinkedin

rmtdirectLondon (PRWEB UK) 9 July 2015 – RMT Direct the UK’s leading financial services appointment making firm, today announced that they have booked in excess of 2,300 pension review appointments totaling £60 million worth of potential pension transfers for appointments that took place.

This achievement underscores RMT Direct’s key role in becoming the UK’s number one supplier. “Reaching £60 million is a great milestone. We are very pleased that our customers have recognised the value of our service and it is the results of our commitment to customer service that has enabled us to reach this milestone,” stated Ryan E. Mellor, Co-founder at RMT Direct.

RMT Direct has been involved in generating pension review appointment setting since the start of 2013 and has grown to some 30+ IFA firms. The average pension pot size is £41,619 over this period and IFAs report a 70-80% conversion rate for the pension review appointments.

RMT Direct is in a great position to expand further and has recently launched IFA Direct Business Appointments. “So long as we can continue to deliver a good service, we are definitely on our way to achieving 200 appointments per month,” added Ryan Mellor, Co-founder at RMT Direct.

The pension review appointments target individuals aged 35-55 with data sourced from major comparison websites. RMT Direct uses an initial call to explain the benefits of a pension review to generate interest through reducing annual management charges or transferring into a flexible pension scheme that allows full access to the pension from the age of 55. In a second call, clients that request a review of an existing pension are confirmed and then referred to its financial advisor members.

Feedback from the IFAs who use RMT Direct’s service conducted in February of 2014 found that 88% of its IFAs were satisfied with the service offered by RMT Direct.

In addition, recent feedback from the end users conducted immediately after their first appointment with the IFA, stated that 94% of its pension review appointment clients were satisfied with their appointment.

IFAs interested in learning more about pension review appointments can visit http://www.rmtdirect.com or should contact Ryan Mellor at 0203 468 4215 for more information.

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.

Submitted to PR Web

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.