Focus on Reaching Small Business Owners with Executive Appointments

Rather than hiring another employee to enhance business-to-business growth, outsource your efforts to the experts.

CreativeOne has a new option for busy producers: Executive Appointments. The program employs a service that sets appointments for you with pre-qualified small business owners. The mature, experienced callers with Executive Appointments tell your firm’s story and schedule meetings with pre-qualified business owners on one of the following topics:

  • Executive compensation planning.
  • Business succession planning.
  • 401(k) and qualified plans.

Territory lists for this program are exclusive, and tailored to meet your goals. You’ll receive high-quality leads and complimentary sales coaching for the specific type of appointments you will encounter.

For a 50-hour per month program (average), you can expect the following conversion rates:

  • Four to six scheduled appointments per month.
  • Three to five met appointments per month.
  • Two to four qualified meetings per month.
  • An average ROI of 2:1 the first year and 4-6:1 thereafter (who doesn’t love those odds?!).

Each calling program developed is customized to your needs, and as an added bonus, CreativeOne agents and advisors receive 10 percent off the hourly rate and setup.

Interested in expanding your reach with Executive Appointments? Call your CreativeOne sales team today at 800.992.2642 to learn more.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH GENERAL PUBLIC. This program is an exclusive offer through CreativeOne’s Dynamic Marketing Portal and is only available to agents who are contracted with CreativeOne. The content of this site is offered to CreativeOne producers without additional charge due to their contracted status with CreativeOne. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. ©2017 Creative One Marketing Corporation. CP-0970 – 2017/8/11

Related terms: Lead Generation, Marketing


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