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Proven Follow-Up Strategies To Book More Appointments – How To Use Automation And Appointment Setters To Close More Annuity Business

In the modern age, it’s easy for prospects to “ghost” advisors and disappear after expressing interest in annuities (even after a 1st appointment).

However, the right follow-up campaign can encourage clients to show up to appointments…

And an effective follow-up system can save you time and effort when it comes to staying connected with high-quality prospects (and can push away the tire-kickers).

On top of that, a quality follow-up system can encourage prospects to show up to appointments and stay connected with you until they are ready to buy.

The secret to dramatically reducing the number of no-show appointments and chasing “ghosted” leads is an airtight follow-up system.

And it can “revive” cold prospects that just weren’t ready to buy (and now are).

The right follow-up system can be a game changer for your practice if you want to spend less time at the office but still want to produce results.

The question is…

What does an effective follow-up strategy look like?

How do you book meetings and ensure the prospect shows up?

How often do you send out communication (that doesn’t chase them away)?

Do you text, call, or use email (and when do you use each)?

When should you use live appointment setters and when not?

Finally, learn how to do a follow-up right…

…and build out your own effective follow-up campaigns that can get prospects to show up.

Or at least know if who you’re working with is doing follow-up right (and you get what you’re paying for).

On this episode of the Annuity Experts Show, we revealed our own winning follow-up campaigns.

Proven Follow-Up Strategies To Book More Scheduled Appointments – How To Use Automation And Appointment Setters To Get In Front Of More Qualified Prospects

We’ll open up our back office and show you how we support our advisors when it comes to follow-up with their leads. For the first time ever, I’m inviting our Client Success Manager to walk you through our entire follow-up and appointment-setting process.

This includes how often we send communications without looking needy (or not enough so they forget about you).

You’ll learn:

  • What our drip campaigns look like.
  • How often do we communicate via outbound phone calls, texting, and emails (and when is it too much).
  • What medium we contact that gets the best results (texts, calls, or emails).
  • When do we use schedulers and live appointment setters and when do we not.

With our follow-up strategies, you can ensure your prospects show up to appointments and stay connected with you until they’re ready to buy.

I’ll be the first to admit that lead generation and appointment setting is not a perfect science, but after generating thousands of booked appointments, we’ve found a proven way to book qualified appointments and minimize no-shows.

And how to get prospects to “self schedule” (auto-magically) their own appointments and when it’s best to hire an appointment setter…

…Don’t hire an appointment-setting service or buy any more annuity leads until you watch this.

The bottom line is if you want to spend the majority of your time serving your clients and not chasing prospects managing and organizing your leads… you’ll want to watch this episode now.

If you follow our proven roadmap, it can save you countless hours and thousands of dollars… instead of trying to figure it all out on the fly.
If you’re done chasing prospects and looking for ways to minimize no-show appointments, this episode will be a game-changer for your practice.

→ Proven Follow-Up Strategies To Book More Scheduled Appointments – How To Use Automation And Appointment Setters To Get In Front Of More Qualified Prospects

P.S. If you want to work with an FMO that does all the heavy follow-up lifting for you… or you’re not satisfied with buying generic annuity leads from a 3rd party lead vendor that does not help you with appointment setting…

Then book your Discovery Call by:

Calling us at (520) 639-9479 or…

Click here to book your 1:1 Discovery Call with our team

annuity experts

Jovan Will

He has gained a reputation as the go-to-guy for internet marketing for financial advisors. Jovan has worked with some of the top financial advisors in the country and helped them scale their practice to unprecedented heights.

He has been the mastermind behind some of the most successful financial services lead generation programs, having produced over 200,000 leads and $500MM in financial product sales.

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