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Announcement

RMT Direct launches IFA Direct Business Appointments

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RMT Direct, a financial services appointment making firm, has launched a new call centre product – IFA Direct Business Appointments. 

Ryan Mellor, Co-Founder at RMT Direct stated that the demand for it's products remained very strong from the 20,000 IFAs that work in the UK offering financial advice.

The appointment making firm has been providing IFA Home Appointments for almost three years now with great success. RMT Direct has grown with over 30+ IFA firms using it's services. Current conversion rates hover around 70-80 per cent for IFA Direct Home Appointments.

IFA Direct Business Appointments target directors, owners and senior managers of firms that employ at least 10 people. A professional telemarketer calls from IFA Direct using an initial call to explain the benefits of a financial review in the following areas – personal pensions, auto enrolment, business insurance, mortgage reviews, inheritance tax planning and bloodline planning. Clients are then referred to it's financial advisor members.

Book Now. Pay Later, the payment scheme will also be available for Business Appointments. The scheme started in 2013 reduces delivery risk and increases cash flow for the IFA by only charging when the appointment is made.

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