Tag Archives: RMT Direct

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.

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 Expansion

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B2C Cold Call
The who, what, why, where, when and how

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

This post will look into more detail what should happen in the expansion part of the call. The expansion is the most unscripted part of B2C Cold calling process and is generally the longest part of the call. Its essentially, the fact find part of the call where the caller will find all the pertinent information relating to the prospect. It is the who, what, why, where, when and how.

So many time newbies working in our B2C team, given any interest in the hook part of the call by the prospect will talk at the prospect rather than ask the who, what, why, where, when and how.

One guy who was working in our call centre, who I will not name, talked non-stop for 3 minutes, simply because the prospect had a pension. When questioned why he had talked non-stop for 3 minutes he said “well he had a £20,000 pension, so I had to tell him everything….!”

No doubt he had been so relieved from the previous 50 “not interested’s” that he fell into the classic trap of telling and not selling. Ironically, this approach would be more likely lead to boring the prospect or pushing the prospect away, rather than achieving the desired outcome of generating a need and booking an appointment.

Selling is asking the who, what, why, where, when and how. Asking for example “Who is your pension with?..How long have you had the pension….What type of pension is it….What is the value of your pension?

Once you have basic information regarding the prospect, you  then maybe armed to calculate potential savings from Annual Management Charges (AMC) . If you could demonstrate a £5,000 saving in AMC over 5 years before their 55th birthday, they are more likely to engage with you, take note and perhaps book and an appointment to see a financial advisor, rather than if you simply told them this.

You can thing bring other relevant benefits into the B2C cold call such as the possibility of transferring to a more flexible pension which they probably don’t have and need. Simple.

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

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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.

RMT Direct Appointments

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RMT Direct appointments convert between 60-80%. We asked the following question to our IFA’s in early 2014. These are their replies.

RMT Direct Appointments

What do you like about RMT Direct appointments?

Andy Smith Not had enough to make a comment.
Michael Powell Fairly priced and clients do know what to expect from the meeting.
Imran Ashraf Low number of no shows as clients generally call or text to cancel appointment, saving me a wasted journey
Appointment quality is generally good, with nearly all clients happy to review all areas of finances with a number of needs that I am able to address
Mark Horner Well qualified appointments
Dale Thomas Details given about appointment
Saj Husain RMT Direct appointments are booked for you.
Harvey Professionally booked
Vinny Lall The quality of notes is great. Very accurate and it is evident that the RMT Direct appointment maker is having good conversations with the prospect. Early says for me yet, however I have seen 1 appointment so far and it was exactly what the client and I was expecting.
Imran Ashraf Over the past 3 months the appointment levels have been good, with some very good quality appointments. If you are able to continue at the same levels and quality that you have been performing at over the past 3 months throughout the next 12 months and beyond, I will be extremely happy with your services.
Chandan Hinduja It is very structured, efficient and it does what it says on the tin
David Rogers Very organised and reliable service, thank you
James Tomlinson 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.
Richard Paylor Flexibility of appointment making and being available at the end of the phone.
Adam Bainbridge Like the use of Google diaries and that the clients are qualified before booking

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.

What IFA’s say about RMT Direct

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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.

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

3 types of telemarketers at RMT Direct

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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.

 

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