Where Vetted Advisors meet Vetted Clients
First of all, a vetting process on clients provided to you as a Financial Strategist is of cardinal importance for your business. A potential client will be vetted for :
1) Affordability and
2) A Financial need that MUST exist!
You pay for writing potential new business and not for a name and a number which might waste your time! Most companies promise you the "moon and the stars" but cannot deliver on their promises.
We work strictly with Financial Strategists referring other colleagues in the financial industry to us.
Why Choose The Consulyetti Group S.A
·
Does your Appointment (Leads)
provider provide you with "warm leads" or Appointments? We provide you
with appointments and not " warm leads" which means you PAY FOR sitting
Infront of your potential client. We do!!
·
Will your Appointment (Leads)
provider replace a paid for appointment with a new appointment if for some
reason it does not materialise? We do!!
·
Does your Appointment (Leads)
provider provide you with a choice on what type of client you want to see? We
do!!
·
Although numerous of our
competitors have tried to copy our processes, our 4-step vetting process is
unique which will ensure that you receive the quality you pay for. Are you
tired of receiving waste-full appointments and does your Appointment (Leads)
provider vet clients before it is sent to you? We do!!
·
Is your Appointment provider an
authorised vetted supplier of appointments for their Financial strategists (Brokers)? We
are!! We are authorised, vetted, and POPIA compliant for all
the major Insurance companies in South Africa.
Can your appointment (Leads) provider offer clients in different income brackets? We do!!
