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The ProspectMatch™ System

How to Schedule Appointments

Dale S."I have used prospectmatch for over a year and have had some very successful appointments as a result. Following a simple program of mailing the requested material and following up with a non-invasive phone call often leads to an appointment. From numerous sales, one over $1,000,000, I have picked up over $2,000,000 of new money from these prospects. Most importantly I am in position to provide financial services for a good number of new clients for years to come. ProspectMatch is easy to work and very supportive in providing help when needed. I highly recommend you give it a try." —Dale S., Edgewater, MD

Dale knows how to schedule appointments. He makes a "non-invasive" call. He does not assume that the prospect wants to buy or even has interest. As we teach in the SeniorLead training materials, he uses a system to engage their interest and make friends, in less than 2 minutes. Once the prospect's guard is down, they are more willing to answer questions so that you can find their motivation. Once you know what motivates your prospects, it's easy to schedule appointments.

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