We Book Meetings With RIAs & Financial Advisors
Appointment setting built exclusively for asset management. Your wholesalers sell — we fill their calendars.
See How We Fill Your Calendar
A quick look at our process and why asset managers trust us with their pipeline.
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Scaling Distribution Through Dedicated Outbound Teams
We deploy US-based sales teams that spend all day booking meetings with Financial Advisors and RIAs — so your wholesalers spend their time selling, not prospecting.
Appointment Setting
Our core service. Dedicated reps make outbound calls to FAs and RIAs, booking qualified meetings directly on your wholesaler's calendar.
New Lead Prospecting
We identify and engage new advisor prospects to expand your pipeline beyond existing contacts and grow your distribution footprint.
Territory Management
We zone and prioritize your territory so meetings are geographically efficient — maximizing face-time while minimizing windshield time.
Event Support
From CE credit dinners to regional roundtables — we handle invitations, RSVPs, and confirmations to fill seats at your events.
Contact List Management
We keep your CRM data current — verifying contacts, updating records, and ensuring your team is always calling the right people.
Campaign Strategy
You choose the fund, product, or event you want to promote. We build the calling strategy and messaging to get advisors to say yes.
The Types of Meetings We Book for Our Asset Management Clients
Hover over any type to learn more about what that meeting looks like.
Hover over any item on the left to see what that meeting looks like and why advisors take it.
Real Results From Real Campaigns
Here's a snapshot of recent client engagements — meetings booked, calendars filled, and distribution scaled.
Launching a Full-Portfolio Advisor Outreach Campaign From Scratch
Client Profile
An asset management firm looking to increase advisor awareness across their full lineup of funds. With multiple products but limited distribution bandwidth, they needed a dedicated team focused entirely on booking qualified meetings.
Scope of Work
We deployed a dedicated US-based outbound team to contact financial advisors and RIAs nationwide. Rather than focusing on a single fund, the campaign covered the client's entire product suite — allowing reps to match the right fund to each advisor's interest.
Results
Within just five weeks of launch, the campaign exceeded expectations, averaging over 36 advisor meetings booked per week. The broad product approach gave our team flexibility to pivot based on advisor needs.
"We didn't think an outside team could represent our full product suite credibly. They proved us wrong in the first two weeks."
Single-Product ETF Campaign: Focused Outreach, Packed Calendar
Client Profile
A fund distribution team looking to drive advisor interest in a specific ETF product. They needed high-volume outreach targeting advisors who could benefit from adding the ETF to client portfolios.
Scope of Work
Our team executed a focused 30-day calling campaign dedicated entirely to one ETF. By narrowing the message to a single product, reps developed deep knowledge and a consistent pitch that resonated with advisors.
Results
The single-fund focus paid off — 176 meetings booked in 30 days. The concentrated approach allowed reps to refine messaging daily and improve engagement throughout the campaign.
"176 meetings in a month for a single ETF — our internal team couldn't have done that in a quarter."
Booking Portfolio Review Meetings for Existing Fund Positions
Client Profile
A fund management team with products already held by advisor clients. Rather than prospecting for new placements, they wanted to re-engage advisors who already had positions — keeping relationships warm.
Scope of Work
Instead of cold-pitching new products, our team contacted advisors to schedule portfolio review meetings for funds their clients already held. This softer, service-oriented angle reduced resistance and created natural opportunities.
Results
The review-based approach drove 153 meetings in 30 days — proving that warm outreach to existing holders can be just as powerful as new product campaigns.
"Advisors were way more receptive to a review meeting than a cold pitch. The approach was brilliant."
Our Proven Process
From first conversation to first meeting booked — we make getting started simple.
Discovery Call
We learn about your funds, target audience, and goals. You tell us what you want to promote — a specific fund, ETF, or event.
Build Your Strategy
We craft the calling strategy, messaging, and target list. You choose the approach — single fund, full portfolio, or portfolio reviews.
Team Assignment
We assign a dedicated team of US-based reps trained on your products. They become an extension of your distribution team.
Launch Calling
Your team hits the phones. Meetings are booked directly on your wholesaler's calendar — ready for them to walk in and present.
Optimize & Scale
We review results weekly, refine messaging, and adjust targeting. As we learn what works, meeting volume increases.
Reporting
Transparent dashboards show meetings booked, pipeline activity, and campaign performance — updated in real-time.
Ongoing Partnership
This isn't a one-time project. We become your permanent outbound engine — consistently filling calendars month after month so your wholesalers focus on what they do best: selling.
Client Testimonials
Last month they booked over 200 meetings with FAs and RIAs for one of our mutual funds. The ROI speaks for itself.
They ramped up in weeks and started filling our calendar almost immediately. Our wholesalers went from spending half their time prospecting to spending all their time selling.
The portfolio review approach was brilliant. Advisors were way more receptive to a review meeting than a cold pitch. 153 meetings in a month says it all.
We tested three different appointment setting firms before finding these guys. Night and day difference. They actually understand the fund distribution space and it shows in every call.
Frequently Asked Questions
Still have questions? We're happy to walk you through everything.
Schedule a call with our teamReady to Fill Your Calendar?
Join the asset managers and fund companies who are scaling their distribution with our dedicated outbound teams. Let's talk about what we can do for your pipeline.