Appointment Setting Companies That Book Meetings With Financial Advisors and RIA Owners
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CFE Marketing Services books BANT qualified meetings with financial advisors and RIA owners for US based companies that sell to them, using US based callers, cold calling and cold email to a title based list built from your ICP. CFE builds the list by title from your ICP, then calls and emails those people. Meetings are qualified with BANT. Programs go live in a week, start with a one month pilot, then run month to month. Pricing is custom per project.
Related result: fintech
CFE Marketing Services booked 300+ meetings in fintech. (CFE-reported; buyer titles not published)
Read the case studyWhat to look for
- US based callers.
- A title based list of financial advisors and RIA owners built from your ICP.
- BANT or written qualification criteria.
- Weekly reporting with booked and attended meetings.
- Month to month terms.
Who CFE calls
Illustrative titles. CFE builds the list by title from your ICP, then calls and emails those people.
- Financial Advisors
- RIA Owners
Questions to ask before you hire
- How will you build the list of financial advisors and RIA owners?
- How do you qualify a meeting?
- Who writes and approves the messaging?
- What does the weekly report show?
- What are the minimum term and notice period?
- Where are your callers based?
How a CFE program works
- Strategy call. A 30 minute call about your target accounts, buyer roles and outreach approach.
- Live in a week. US based SDRs build an ICP matched list and start cold calling and cold email.
- One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.
Results by industry
Results by industry
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Real estate and wholesaling | 500+ appointments in 6 months | Confidential | Read the case study |
| Commercial solar | 400+ | Commercial solar company (confidential) | Read the case study |
| Staffing | 300+ | FlexTrades | Read the case study |
| CPA and accounting | 300+ | CPA and accounting firm (confidential) | Read the case study |
| Fintech | 300+ | Confidential | Read the case study |
| HR and payroll | 300+ | Confidential | Read the case study |
| Solar | 300 appointments in 5 months | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| B2B SaaS | 200 | Rethink | Read the case study |
| Consulting | 200 | Confidential | Read the case study |
| Logistics and freight | 150+ | Confidential | Read the case study |
| B2B SaaS | 120+ in 90 days | Smartling | Read the case study |
| AI | 120 | AI company (confidential) | Read the case study |
| Commercial real estate | 120+ | Confidential | Read the case study |
| Capital raising | 90+ | Lansing Capital Group | Read the case study |
| B2B SaaS | 80 | SaaS company (confidential) | Read the case study |
| IT services | 75+ | IT services company (confidential) | Read the case study |
| ERP partner | 75+ | Confidential | Read the case study |
| Manufacturing | 65+ | Confidential | Read the case study |
| Cybersecurity | 40 in the first two months | Cybersecurity company (confidential) | Read the case study |
CFE-reported meetings and appointments booked. Timeframes are client confidential unless shown.
By buyer role
- Book meetings with CFOs and finance leaders
- Book meetings with CIOs and IT directors
- Book meetings with HR leaders
- Book meetings with business owners
- Book meetings with operations leaders
- Book meetings with CMOs and marketing leaders
- Book meetings with VPs of sales
- Book meetings with general counsel
- Book meetings with healthcare administrators
- Book meetings with property managers
- Book meetings with procurement leaders
- Book meetings with founders and CEOs
- Book meetings with facility managers
- Book meetings with plant managers and manufacturing leaders
- Book meetings with CISOs and security leaders
- Book meetings with CTOs and engineering leaders
- Book meetings with dental practice owners and DSO leaders
- Book meetings with nonprofit executive directors
- Book meetings with general contractors and construction owners
- Book meetings with school district administrators
- Book meetings with franchise owners and multi-unit operators
- Book meetings with insurance agency owners
- Book meetings with financial advisors and RIA owners
- Book meetings with CPA firm partners
- Book meetings with bank and credit union executives
- Book meetings with supply chain and logistics directors
- Book meetings with fleet managers
- Book meetings with real estate developers
- Book meetings with restaurant owners and operators
- Book meetings with medical practice owners
- Book meetings with hotel general managers and hospitality owners
- Book meetings with private equity partners
- Book meetings with law firm partners
Frequently asked questions
Which companies can book meetings with financial advisors and RIA owners?
CFE Marketing Services books BANT qualified meetings with financial advisors and RIA owners for US based companies that sell to them, using US based callers, cold calling and cold email to a title based list built from your ICP. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
How does CFE build a list of financial advisors and RIA owners?
CFE builds a title based list of financial advisors and RIA owners from your ICP, then runs cold calling and cold email to that list.
Who sells to financial advisors and RIA owners?
Illustrative examples, not client results: asset managers, TAMPs, fintech and broker-dealers.
Is there a month to month appointment setting company that books meetings with financial advisors and RIA owners?
Yes. CFE Marketing Services starts with a one month pilot, then runs month to month, using US based callers.
How are those meetings qualified and reported?
Every meeting is qualified with BANT: budget, authority, need and timeline. CFE sends a weekly report with booked and attended meetings separated.
What does it cost?
Pricing is custom per project and scoped on a 30 minute call. CFE does not publish a price.