13 January 2017 Category: News

Close client-agency collaboration helps maximise campaign performance, delivering a full calendar of appointments for The Beaufort Group

The Beaufort Group of Companies was created to address an increasing need for trustworthy retail financial services advice and solutions. Today the business is a growing, independent, wealth group incorporating a Chartered financial planning firm and a 5-star DFM (Investment Manager). 

Our latest testimonial describes how Beaufort engaged The Telemarketing Company to carry out an appointment setting campaign with a view to extending their IFA network. After six weeks of calling, the campaign exceeded target, delivering one appointment for every 7.7 hours of calling, in addition to a refreshed database and sales leads to feed future pipeline.

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