Retirementprospects Reviews 10

I have been using the service for about 6 weeks and received about 30 prospects. Of those, I have completed 3 appointments and 2 of them signed transfer forms. I have 2 more appointments scheduled. Not everyone picks up on the first or even second call and I am very diligent in calling until they answer their phone and that has helped me significantly. Obviously, using the system requires some effort but a lot less than would be needed if I tried to do replicate this on my own.

Very satisfied customer I used the service once before and got ill but I came back. I am happy with the results as I am averaging 2 prospects per day and getting a good reception when I call. I think the personalized booklets they provide do a great job of warming up the prospects. Since I never get enough client referrals, this service is a great supplement to keep growing my business.

I heard about this company and their customized booklets a few years ago and decided to give them a try. Sometimes, first impressions make lasting ones, so here it goes: The agreement onboarding and contract you must initial and submit with payment is fairly tight and upfront. The books are customized, but you’ve got to do that immediately after you join or you’ll forget. They are relatively short and ancient reading, full of small text and charts that none but the most studious will stick with. The good part is they are customized with your picture and bio/ co bio on the cover and 3 inside pages. And, I just found out you have to physically go into your CRM and click a tab to email them, so they’re not auto-sent when the client orders it. They even recommend that you spend more $ printing them all out and mailing them, for “best results.” As far as the leads, I'm in San Diego, so the day my card was charged the leads came rushing in before I even received my initial onboarding call or customized the books with my info!!! This tells me that no one is really overseeing your account was “ready” before fulfilling the lead order. Also, they usually start coming in at 4 AM, so ya gotta wonder if they’re actually from the day before or if people are up that early looking at financial infomercials on FB. Ok, so I got 4 of the "max" 5 leads per day for 3 straight days and before I could spell "WTF," I only had 5 pre-paid leads left before they'd have to start charging me again ($32 per lead) and I couldn't pause or cancel for another 2 weeks! At the 4 per day lead rate, that would mean I'd be spending ANOTHER $1,632 for the privilege of probably chasing people who won't pick up the phone or respond to multiple drips. Exactly what I hate doing. I think I spoke with a person, who hung up on me. Their initial script suggests I happen to be a ‘close neighbor’ of theirs and gets into some chit-chat about that, which feels peculiar at best, may have worked up to the 1970’s, and still some lonely seniors, but with everyone skeptical of every call now, it feels ancient and contrived - especially if you don't live near them and don’t know their area if they drill you about it.
I emailed their service department 2 days ago and got a confirmation of receipt, but nothing else since. Look, if you’ve got cash and patience, don’t mind hunting them down and can go door knock, there is a possibility you’ll get lucky. But if you’re virtual you’ll likely be out 2-3 grand before you make your first appointment, if at all, and there’s no one to talk to or readily communicate with, not even a chatbot, which shows how old-skool this system is as far as client (agent) communication. Is this a scam, my jury’s still out and if I find out it is I’ll get with my credit card company for a refund. But it’s def not for the squeamish. I quit today and have 60 days to re-join with no new charges. If you decide to do the same, make sure to screenshot your client list for future drips before you can't get back in. Good luck to all!

Very satisfied. While not every prospect is a good candidate, I have received many who are a very good fit with my business. The booklet does a good job of introducing me so my call is well received. I have met a few over zoom and two face to face as they were very close to me. I estimate from the first 2 months, I will have 3 new clients. I suspect that other prospects I have contacted I can recontact and move them forward.

They are scammers. The "prospects" are people who live in the specified geographical area who may have some interest in the topics, sign up to receive the magic booklets, but are DEFINITELY NOT interested in buying anything and are OFTEN BROKE. The booklets they "publish" for you and encourage you to send to prospects through US Mail are garbage. The company forces you to commit for 2 weeks at a time, claiming they prepay for the ads. But that is just a ruse to trap people. They don't offer refunds. Customer support is email only. Nobody will talk to you, including the sales rep who contacted you. Their sales rep pitched the lie that "We have been doing this for 20 years and we know where the fish are". It would be a minor miracle for any of these prospects to convert into a sale. I got duped. My worst experience purchasing leads ever

All good so far. I have talked to some good prospects without taking my time to find them. Fast response from client services department. The text messages module works well also as I got a prospect response in the first week. I have no complaints and look forward to converting these friendly prospects to clients.

I really wanted this to work, that is the reason I signed up and spent $1k. I was told that it would be rare to receive 5 leads per day especially since I selected only a 10 mile radius. I should expect 1-2 per day. The first day I received 5 leads all in about a 1 hour time frame, with 4 of the 5 coming in within 10 minutes of each other. The second day I woke up at 6:45am to find that I already had 5 leads for the day. Again, all coming in around the same time...5:30am! So I received 10 leads in about a 16 hour time frame. I was able to speak to 7 out of the 10 and NONE of them had any clue what I was talking about. The leads from the 2nd day all said they were sleeping when these supposedly came in between 5:30 & 6am. They all said they NEVER filled out any form requesting the information I was told they requested, and more than one asked me not to call back because they had no interest in what I was calling about. I was told by their sales rep that these are not leads, these are prospects because they will have seen your picture, know who you are and have interest in why you're calling. That couldn't be further from the truth. Also, good luck getting any help after they get your money. They will not talk to you on the phone after you pay them. It's email only. I reached back out to my sales rep to try and resolve this and he sent me an email saying "Please do not call or email your business growth advisor".
I might as well have just cold called people out of the phone book and saved $1k with the same results.
Unless you just have money you're looking to get rid of, I highly recommend you stay away from this company.
They will try and tell you you're not successful because you didn't follow their process exactly...it does not matter what the process is when you're basically cold calling people that never requested information in the first place.

Two new clients in 2 weeks. I think I will be able to close another 1 or 2 of the prospects I have already received. The first new client was an annuity for $118,000. The other client is a transfer of $240,000 from her brokerage firm. These are not huge clients but excellent bread and butter business generating noticeable additional income.

I really wanted this program to work as good as they said it does - Very disappointing and frustrating program - can set a tight radius for leads to about 2 miles so at least you can go door knock to try to resolve each prospect. Cannot see who received automated texts or emails from their system. Also, cannot pause account for 30 days by then you will probably be into it for $2000. Would be ok if the prospects were high intent but are not and I tried different categories. I wasted money and time.

Tried them and cut it after a month of dead end leads. The flow seems to be very appealing for the agent but 99% of the leads I received they charge me for dont ever remember or recall requesting any info.

The part that I really didnt like was when I joined, I was told I pay for and requested 30 leads. After they run out you would have the option to add 10 at a time. The PROBLEM, within your first 30 days you cant control the lead flow so they push you through 30 hyper fast so THEY can keep billing you $320 for batching of ten like crazy.

You cant pause it and only have the option to cancel completely (Which I did) I paid $2000+ for it and they just said that was my contract. When all I wanted was their $900 package to test the program. HORRIBLE!

READ every detail. Dont let them lock your card up and BILL YOU. This program seemed to have alot of upside but that Credit card billing clause is where they squeeze the lemon juice out of people. This was my experience. Maybe it was just me but felt like I was played. LESSON LEARNED.