Prospecting For You

Qualified Appointments made for Financial Advisors, with the type of clients you want to meet!

The focus of our leads generation team is to book you appointments with clients who earn over R20 000 per month, have no medical problems, and have policies that haven’t been reviewed in a long while – the common scenario whereby advisors sign up clients, receive commission, and aren’t heard of again.

The client agrees to:

-- Meeting with the Financial Advisor – a confirmed appointment with Day and Time arranged with Client.

--The Signing of a Disclosure Letter/Broker’s Note for policies to be reviewed in order for an "apple with apple" comparison to be done.

--The Six-Step Process in Financial Planning


All of our leads are income filtered, together with criteria such as: every client that bought a brand new BMW in the last 3 months, or were offered high loans because of their income and credit status, etc.

The Advisor is furnished with the following details before visiting the client:

Appointment: 1
Gender, Initials, Surname:
Mr Joe Soap
Address:
123 Umhlanga Drive, Umhlanga
Telephone Number:
031 543 2123
Occupation:
Doctor
Spouse:
Pharmacist
Age:
38 years old
Spouse:
34 years old
Policies were taken out with the following Companies:
Old Mutual: Life Cover; Liberty Life: Retirement Annuity and Medical Aid; PPS: Life, Disability & Dread Disease Cover
Taken out when?
Life Covers: over 10 years ago; RA: 3 years ago
Mobile number and/or work number:
082 280 8022 / 031 301 1234
Address of Meeting:
Residential Address
Day and Time of Meeting:
Tuesday the 19th of September @ 3pm
The last time policies were reviewed:
Never
Medical Status:
No medical problems
Email Address:
mailto:joesoap@doctorsassistance.org.za
Notes:
Would like advice on more life cover as client is unhappy with the premium pattern on his PPS policy

Each appointment comes with the following details. We don’t charge for the appointments, but take 30% of an advisor’s Net commission on each successful sale provided by us. Appointments are made at request for areas throughout South Africa. Candidates from any of the provinces can apply.

Some of the advisers from different provinces in South Africa that are currently utilizing the appointment making services provided by Prospecting For You:

Esmé Theron
CFP®

Tel: 086 144 0666
Mobile: 082 386 1588
Fax: 086 610 9231
FSP 15485
Email: esme.theron@tefinops.co.za



Natalie Bisset
PSG Konsult Financial Planner
natalie.bisset@psgkonsult.co.za | +27 31 566 7777 | +27 82 602 0402 | 4 Holwood Crescent, Brandfin House, La Lucia Ridge Durban, 4320 |
http://www.psgkonsult.co.za


Pragasen Chetty
FSP No. 20367
Ph. 011 656 5449
Mobile: 084 500 1043
Fax. 086 590 0040

http://www.momentum.co.za

An authorised financial services and credit provider
Momentum Group Limited is a subsidiary of MMI Holdings Ltd


Ryan Bisset RFP IMM
Financial planner/Wealth Manager

Cell: +27 (0)83 2898036 | Tel: +27 (31) 582 2300 | Fax: +27 (31) 566 7099 | Fax to Email: 086 633 3416 | Email:ryanb@herefordgroup.co.za
1st Floor Liberty Life Building | 4 Park Lane | Umhlanga Ridge | South Africa | Web: http://www.herefordgroup.co.za

Lee Bisset
Momentum Financial Planning

Cell +27 (0)83 245 6740 Tel +27 (0)31 563 3716 Fax 031 563 3758
lee.bisset@momentum.co.za

95 Umhlanga Rocks Dr Durban North 4051 PO Box 201245 Durban North 4016

http://www.momentum.co.za

An authorised financial services and credit provider
Momentum Group Limited is a wholly owned subsidiary of MMI Holdings Ltd


Stiaan Blaauw
sblaauwbsv@telkomsa.net
(T) 053 8615806 (F) 0866695854 (S) 0828077393


Our appointments are of such great quality that we chose to be remunerated when you are rather than sell them as others do!


Kind Regards,

Mark Chetty
Prospecting For You

skype mark_chetty
Mobile: (+27) 76 800 5075
Telephone: (+27) 31 708 6422
Fax to Email: (+27) 86 212 7569
Email: mark.chetty@vodamail.co.za

"To suppose that whatever God requireth of us that we have power of ourselves to do, is to make the cross and grace of Jesus Christ of none effect." - John Owen