Generating Appointments On Demand

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Welcome to

Prospecting Partners!

Let's grow your business together!

Leads are great...
Appointments are better!

Are you tired of the endless struggle to generate your own leads as an advisor?

Discover how our tailored approach can streamline your prospecting,

connecting you directly with your ideal prospect!

In the last 2 years a team of advisors in NY generated an additional 1.2M in revenue.

Imagine what they are going to do in referrals and intros!

Works Best For:

FINANCIAL ADVISORS

INSURANCE AGENTS

How It Works

Step 1. Target your Audience

We've done this hundreds of times!

Marketing 101 is the right message in front of the right person at the right time

Step 2. Personalized & Direct

We've figured out exactly what works and what doesn't!

Step 3. Prompt Replies

We will set you up to talk directly to people

interested in what you have to offer!


Then we hand it over to you to share with people who you are and how you help.

Average Monthly Activity

  • 1,000 connections requests sent

  • 300 New connections

  • 75 Connections reply to messaging

  • 65 New cell phone numbers

  • 10-15 New meetings booked

  • 1-3 Becomes a new client

Step 4. Intro Call

Your turn to show up and move them along the process

We are here to help you every step of the way.

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