Bringing you live news and features since 2006 


RMT Direct launches IFA Direct Business Appointments


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.

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by