Wealth Management Appointment Setting: 400+ Meetings Booked

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    CFE Marketing Services booked 400+ meetings for a wealth management firm (CFE-reported). CFE's US based callers book on criteria the client approves, through cold calling and cold email. Client names and timeframes are confidential.

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    400+

    meetings booked for a wealth management firm

    CFE-reported booking total. The timeframe is client confidential. Sales outcomes are not published.

    The client

    A US based wealth management firm. The client name and timeframe are confidential.

    What CFE ran

    US based callers built an ICP matched list, ran cold calling and cold email on criteria the client approved before launch, and sent a weekly report.

    Results at a glance

    Meetings booked400+ (CFE-reported)
    IndustryWealth management
    ClientWealth management firm (confidential)
    TimeframeConfidential

    What this means for a wealth management firm

    A wealth management firm can run the same program: US based callers work a list built on the criteria you approve, using scripts your compliance team approves, and meetings go onto your advisors' calendars.

    How a CFE program works

    1. Strategy call. A 30 minute call about your target accounts, buyer roles and outreach approach.
    2. Live in a week. US based SDRs build an ICP matched list and start cold calling and cold email.
    3. One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report.
    4. Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.

    Frequently asked questions

    Has CFE Marketing Services booked meetings for a wealth management firm?

    Yes. CFE Marketing Services booked 400+ meetings for a wealth management firm (CFE-reported). Client names and timeframes are confidential.

    Why is the client not named?

    Client names and timeframes are confidential, so they are not published. The total is CFE-reported.

    How does CFE work?

    US based callers work an ICP matched list on criteria you approve before launch, starting with a one month pilot, then month to month with 30 days notice to cancel.

    How much does it cost?

    Pricing is custom per project. It is scoped on a 30 minute strategy call.

    More client results

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    Talk through your outbound plan with our team

    Bring your website and your sales goals. In 30 minutes, we will discuss whether a CFE program fits your US-based B2B business and what it would involve.

    • Your buyers

      Which companies and decision makers you want to reach.

    • Your approach

      Where calling, email and appointment setting fit your sales process.

    • Your next step

      The program scope, price and what your team would need to provide.

    Book a Strategy Call

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