A Clear Process for Turning Qualified Prospects Into Booked Advisor Appointments
R&R Consulting creates consumer-facing acquisition systems through paid ads, funnels, and social content, qualifies interested prospects, then matches them with advisors based on fit criteria like investable assets, planning needs, geography, and advisor minimums.
Generate Demand
We create acquisition systems that attract consumers interested in financial guidance.
Capture Interest
Prospects enter through funnels, forms, and content-driven conversion paths.
Qualify & Match
We screen for fit and route prospects to advisors based on qualification standards.
Book the Appointment
Qualified prospects are placed directly on the matched advisor’s calendar.
Generate Consumer Demand
R&R builds and manages consumer-facing acquisition channels through paid ads, funnels, and social media content designed to attract people interested in financial guidance.
Capture Prospect Information
Interested consumers enter through landing pages, forms, and conversion flows that collect key details like age, assets, retirement timeline, planning needs, and location.
Qualify and Match the Prospect
Prospects are screened and matched to advisors based on fit criteria, including investable assets, minimum account size, planning needs, geography, and advisor availability.
Book the Advisor Appointment
Qualified prospects are scheduled directly onto the matched advisor’s calendar with the relevant context needed before the conversation.
Qualification is based on fit and appointment readiness. A $100K prospect and a $500K prospect may be matched with different advisors depending on each advisor’s minimums, market, and ideal client criteria.
Karen Mitchell
Age: 58
Estimated investable assets: $750K–$1.5M
Planning topic: Retirement readiness
Matched because: Meets advisor’s $500K+ minimum
Appointment: Tuesday, 10:00 AM ET
Matched by advisor fit criteria
No recycled or shared lead lists
No unqualified handoffs
Confirmed appointment before it reaches the advisor
Basic prospect context shared before the meeting
Define advisor minimums, preferred client profile, calendar availability, and geography.
Paid ads, funnels, and content begin generating consumer interest and prospect inquiries.
Prospects are filtered and matched to the advisor whose minimums and ideal-client criteria they best fit.
Qualified appointments are booked directly onto the matched advisor’s calendar.
Want to See If This Appointment Channel Fits Your Practice?
Schedule a 20-minute consult to walk through your ideal client profile, minimums, growth goals, and whether the Client Growth Program is a fit.
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1) Calculator Overview
Learn how to use our calculators, and find the required information for your book.
Or simply gain clarity on everything that goes into these valuations.
2) Explore Firms
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3) Client Growth Trial
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At R&R consulting, we're believers in providing advisors unbiased recommendations aligned with their best interest.
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