Services/Appointment booking

Your calendar fills itself. You just show up and close.

The step most advisors never get to, because there’s no time to dial. Our reps call your leads on your behalf within minutes, qualify them on the phone, and book appointments straight into your calendar. No chasing, no phone tag, no dialing on your evenings. Delivered by Finnect, a Montréal-based client acquisition agency working exclusively with Canadian financial advisors.

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How appointment setting works for financial advisors

  1. 01

    Define the script and the bar

    We write the call script with you, in your voice and inside your firm’s guidelines, and agree on exactly what makes a lead worth your time.

  2. 02

    We call within minutes

    Speed matters: our reps reach out while your lead is still thinking about you, answer their first questions, and qualify them against your criteria.

  3. 03

    Confirmed meetings, fewer no-shows

    Qualified prospects are booked straight into your calendar with automated confirmations and reminders. You get context on every booking before you walk in.

What you get

  • Trained sales reps calling in your name, with scripts you approve
  • Speed-to-lead outreach, minutes after a lead raises their hand
  • Phone qualification against criteria we define together
  • Appointments booked into your calendar with confirmations and reminders
  • Call outcome reporting: booked, callback, not qualified
  • Reps schedule only: they never discuss products, suitability, performance or fees

Who it’s for

Advisors whose leads go cold in a spreadsheet because there’s no time to dial, and no appetite for phone tag between client meetings.

“Won’t people be annoyed to get a call?”

These aren’t cold calls. Every person we phone raised their hand through your marketing and asked to hear from you. The call is prompt, respectful, in your name, and inside your firm’s guidelines.

Whose name do your reps call under?

Yours. Reps introduce themselves as calling on behalf of your office, follow scripts you approved, and stay inside your firm’s guidelines.

Are your reps licensed? What if a prospect asks about products?

They aren’t licensed and don’t need to be, because they only schedule. If a prospect asks about products, suitability, performance or fees, the rep says that’s exactly what the meeting is for and books it. Those conversations stay with you.

Pairs well with paid ads & lead generation and marketing funnels.

Next step

One call. A clear recommendation, even if it’s not us.

Book a free 30-minute growth audit and find out exactly where this service fits your practice.

Book my free audit

30 minutes · No obligation · EN / FR