Appointment setting for financial services and advisory
Compliance-aware LinkedIn outreach that books attended meetings with business owners, finance directors and qualified prospects — without touching your email domain or making cold calls.
Attended appointments per campaign
From onboarding to live outreach
ICP-matched or replaced
SDRs you need to hire
How we book meetings for financial services firms
One channel, one managed team. We build the Virtual SDR Network, run the conversations and hand you attended meetings with business owners, finance directors, CFOs and qualifying private clients.
We define your ICP inside your market
Role, industry, headcount, geography and buying signals are combined into a precise target list of accounts that fit financial services firms. Nothing scraped, nothing generic.
We deploy the Virtual SDR Network
Managed, warmed LinkedIn profiles with Sales Navigator access are positioned as representatives of your brand — no tools for you to buy, no headcount to hire.
AI Appointment Setters run the conversations
Trained on your offer, objections and qualification criteria, they open thousands of conversations in parallel, reply in minutes and follow up indefinitely.
Qualified meetings land on your calendar
Every booking is confirmed and reminded so it gets attended. Conversation-first LinkedIn outreach with your approved messaging, qualification against your suitability criteria, and only attended meetings counted.
We replace anything that no-shows
You only count attended, ICP-matched appointments. If a prospect fails to attend, we replace it at no extra cost until your number is delivered.
Built for the way financial services firms actually win clients
The problem we remove
Lead lists and paid ads produce unqualified enquiries, and cold calling burns reputation in a trust-driven market.
What we put in its place
Conversation-first LinkedIn outreach with your approved messaging, qualification against your suitability criteria, and only attended meetings counted.
AI-speed replies
Speed to reply is the single biggest driver of booked meetings. Our AI setters answer within minutes, every day, without dropping a thread.
Attended appointments only
Bookings are easy to inflate. We measure attendance, and anything that does not attend is replaced free of charge.
No hiring, no tooling
No recruitment, onboarding, salaries, Sales Navigator seats or automation licences. The whole outbound layer is managed for you.
One package, one campaign
Each package funds one campaign against one ICP. Add campaigns to cover extra markets, verticals or offers whenever you want.
Appointment setting for financial services is right for you if:
Start your campaignQuestions we'd normally answer on a demo call
Can we approve the messaging before it goes out?
Yes. Every sequence and reply framework is signed off by you during onboarding, and we work within your compliance requirements.
How do you qualify a prospect for us?
Against the criteria you give us — company size, turnover, role, asset or funding thresholds and timing. Anything outside those criteria is not booked.
Which channel do you use?
LinkedIn only. It is where B2B decision makers reliably reply, and it leaves your email domain and sender reputation completely untouched.
What counts as a qualified appointment?
A decision maker who matches your ICP, has confirmed the problem you solve, understands roughly what you charge, and attends the call. If they do not attend, we replace it.
How fast can we start?
Onboarding and infrastructure take around 7 days. Conversations begin immediately after that, with first booked meetings typically landing in weeks one to two.
How much does it cost?
Packages run from $2,500 for 10 attended appointments up to $15,000 for 100 attended appointments — one-time, per campaign, priced per attended appointment.
Other industries we book meetings for
What our clients say
"They helped us streamline our outbound process, saving our team 10+ hours a week. They also refined our positioning, which resulted in closing the biggest client in our niche."
Doug Sapir
CEO, Interview Army
"After working with a lead generation agency and getting no results, they helped us find our market fit and book calls with qualified leads. Their approach is different and it's clear they have deep experience with B2B business development."
Jelle Kunen
Founder, Roosevelt Recruitment
"Before working with them, we ran our own campaigns and got decent results, but nothing like this. Their team helped us secure qualified meetings within the first few weeks. Simple, effective, no overcomplicating."
Emily Landon
Founder, The Crypto Recruiters
Buy the appointments. We'll build the team behind them.
Choose your campaign size and start onboarding today. No mandatory demo.
One package = one campaign. Need another market? Add another campaign.