top of page
  • Writer's pictureDanae Branson

Mastering the Art of Securing Face-to-Face Appointments with Financial Advisors as a Financial Wholesaler

In the digital age, where emails can be ignored and calls can go unanswered, the value of face-to-face meetings remains unparalleled, especially for financial wholesalers. Such meetings allow for deeper connections, clearer communication, and the establishment of trust - crucial components when you're aiming to build lasting relationships with financial advisors. Here are strategic steps and insightful tips to increase your face-to-face appointments with financial advisors and set the stage for successful collaborations.


1. Leverage Your Network


Begin with who you know. Utilize your existing network to get introductions to financial advisors. Mutual connections can provide warm leads, making it significantly easier to secure a face-to-face meeting. Always ensure to leave a positive impression; word-of-mouth in this industry can be a powerful ally or a formidable foe.


2. Offer Unmistakable Value


Financial advisors are inundated with offers and pitches daily. To stand out, you must clearly articulate the unique value you bring to the table. Before reaching out, research the advisor and their client base to understand their needs and goals. Tailor your communication to show exactly how your product or service can help them achieve their objectives or solve a problem they're facing. Offering valuable insights, exclusive research, or unique strategies can pique their interest and open doors to face-to-face meetings.


3. Utilize Educational Workshops and Seminars


Organizing or participating in educational events can be an effective way to meet financial advisors in person. These platforms allow you to demonstrate your expertise and value proposition in a non-sales environment. Focus on delivering content that addresses current market trends, investment strategies, or regulatory changes. Make sure to engage with participants before and after the session and express your interest in discussing how you can help them in a one-on-one meeting.


4. Personalize Your Approach


In a world of automation and generic messaging, personalization stands out. When reaching out to schedule a meeting, show that you've done your homework. Mention specific details about their practice or recent achievements. This not only grabs their attention but also shows respect for their work, making them more inclined to meet you.


5. Employ a Multi-Channel Outreach Strategy


Relying solely on one method of communication can limit your success rate. Employ a multi-channel approach by combining emails, phone calls, social media outreach, and even direct mail. Each advisor has a preferred method of communication; diversifying your approach increases your chances of getting a response.


6. Be Persistent but Respectful


Persistence is key in securing face-to-face meetings, but there's a fine line between being persistent and being intrusive. If you don’t get a response initially, follow up with a gentle reminder of the value you can offer. However, always be respectful of their time and boundaries. If an advisor is not interested, graciously accept their decision, and move on.


7. Facilitate an Easy Meeting Setup


Make the process of scheduling a meeting as seamless as possible. Offer multiple time slots and be flexible with the location, preferring a spot that's convenient for the advisor. Utilizing scheduling tools that allow advisors to book a time directly can also streamline the process and increase your chances of securing a meeting.


8. Provide a Pre-Meeting Brief


Once a meeting is scheduled, send a brief overview of what you plan to discuss. This helps set expectations and allows the advisor to prepare any questions or topics they might want to cover. It demonstrates professionalism and respect for their time, setting a positive tone for the meeting.


Securing face-to-face meetings with financial advisors as a financial wholesaler requires a blend of strategy, persistence, and personalization. By offering unmistakable value, leveraging your network, and respecting the advisors' time and preferences, you can increase your chances of successful face-to-face engagements. Remember, each meeting is an opportunity to build a meaningful relationship that could become the cornerstone of your mutual success.

-Danae Branson

Need help scheduling appointments and/or planning events? We can help. Please feel free to check out or email me at for more information!


6 views0 comments


bottom of page