Only The Best For Your Success
With each referral we make, we provide you with the detailed customer information that will break the ice and give your follow up call that personalised element. We go the extra mile to introduce you to a warm prospect who is eager and ready to meet with you, ultimately increasing your chances of successful conversion.
Years of demonstrated success in partnered Financial Advisors growing their business.
Leads referred and counting, driving sales with a reported production average of R30 000
Closing the Gap in Service Delivery
Progressive
Attentive
Offering More Than Just Another Lead Provider.
No one better understands the challenges faced by financial advisors than the long-standing players in the industry. With more than 14 years of first-hand experience as a top producing financial planner, Managing Director Sean Davey gained invaluable insight into the balancing act of managing client relationships while consistently growing new business.
Despite the odds, business moved from strength to strength, but a need for a trusted and reliable lead provider specifically for the Financial Advising industry became clear.
Call on Me Marketing was devised as the perfect solution – a successful Call Centre specifically geared towards continually growing financial advisor’s books of business through qualified referral leads.
We call them referral leads because our call centre agents don’t just pitch a service, and we never provide you with just another phone number to call. Each prospect in our database is engaged with personably to build a relationship of trust.