Review Time
I utilized the service two years ago and faced some personal challenges that affected my business. However, my previous experience was positive, so I decided to give it another try. They've introduced a few new features that improve communication with prospects, like automated emails and text messaging. In the last month since I resumed, I've received around 40 prospects, and two have already converted into clients. More importantly, those two have given me six solid referrals. I'm still following up with several of the initial 40 prospects and am hopeful to gain more clients from them.
I returned to the service after a two-year break due to personal challenges affecting my business. My prior experience was positive, so I decided to give it another go. They've introduced some new features that improve communication with prospects, like automated emails and text messaging. Since restarting 30 days ago, I've received around 40 prospects, and two have already become clients, yielding six valuable referrals. I’m still engaging with several of the initial prospects and hope to convert more into clients.
I’m pleased with the service provided. The representative from the client services team has been fantastic. The training videos are concise and informative. I've already spoken to multiple good prospects, even though I haven't been using the service for long. The automated texting feature allowed me to connect with two prospects I couldn’t reach by phone. Overall, my experience has been quite positive.
Everything has been going well for me. I've interacted with several promising prospects without spending too much time searching for them. The client services team responds quickly, and the text messaging feature is effective; I received a response from a prospect in the first week. I have no complaints and look forward to turning these friendly prospects into clients.
In the six months I've been utilizing the service, I've received 158 prospects. After my first calls, I found many weren't worth following up on. However, I have gained 14 new clients generating $58,000 in income. I anticipate doing business with more of the 158 prospects in the future as I continue to nurture them. The service has proven to be a valuable addition to my business.
The service is excellent. It's efficient and organized, allowing me to call prospects after they’ve received the booklet. Most are already familiar with me through the booklet. Conversations flow easily, and I can quickly assess if a prospect is worth pursuing. It takes minimal time, and I've managed to set appointments or Zoom calls with about 25% of them on average. Although I've only been using the service for less than a month, I've already acquired 2 or 3 new clients, with funds currently being processed.
I signed up about six weeks ago and initially had too many prospects. The team helped me streamline that, and now I receive about two prospects daily, which suits me well. I'm averaging a new client every two weeks, which is satisfactory since each new client brings in a few thousand in revenue. I believe there’s more potential in the prospects I already have, and I just need to focus on them. The system is working effectively for me.
I really hoped this program would meet my expectations, which is why I signed up and invested $1,000. I was informed that receiving five leads daily would be rare, especially with a limited 10-mile radius, and should expect 1-2 leads per day. However, on the first day, I received five leads in about an hour, with four arriving within ten minutes. The second day, I woke up to five leads again, all coming in around the same time. I managed to speak to seven out of ten leads, but none were aware of my call. They claimed to have never filled out any form. I was told by their representative that these are prospects who would recognize me and be interested, which was far from the truth. Additionally, getting support after payment is challenging; they only respond via email. My attempts to reach my sales representative for resolution were met with a request to avoid contacting them. I might as well have cold-called from a phone book to achieve the same results. Unless you have money to waste, I strongly advise against this company. They will attribute your lack of success to not following their process, but it’s irrelevant when you’re essentially cold calling uninterested individuals.
I have no complaints. It's been about a month, and the results have been quite respectable. I can engage in meetings (including Zoom calls) with 2 out of every 10 prospects. They fit the profile I was given—middle-income individuals with a net worth between $250,000 and $1 million. While they may not be wealthy, I'm satisfied with a $200,000 managed account and an $80,000 annuity.
I secured two new clients within two weeks. I believe I could close another one or two from the prospects I've already received. The first client was an annuity worth $118,000, and the second is a transfer of $240,000 from her brokerage firm. While these clients aren't huge, they represent solid, consistent business and have generated noticeable additional income.
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Retirement Prospects assists financial advisors and life insurance professionals to rapidly gain new clients. Over 29,000 professionals served since 2002.
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