White-glove appointment booking for financial advisors

Book Qualified Pre-Retiree Appointments Without Chasing Shared Leads

R&R Consulting helps growth-minded advisors add qualified pre-retiree conversations to their calendar through a professional appointment booking process.

Schedule 20-Min Consult ▶ See How It Works
✓No shared lead lists
✓Advisor-approved messaging
✓Calendar-booked conversations
✓Professional prospect experience
Example Campaign Snapshot

Upcoming Appointment

Karen Mitchell profile photo
Karen Mitchell

Age 58 · Pre-Retiree

$750K–$1.5M investable assets

Retirement planning conversation

Date
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Time
10:00 AM ET
Status
Confirmed
✓ Confirmed appointment added to advisor calendar

Ideal Client Profile

✓Age 50–64
✓$500K+ investable assets
✓Retirement in 1–10 years
✓Open to advisor conversation
87% Fit Score
Professional Prospect Experience
A clean process for pre-retiree appointment flow.
Vetted & Qualified
Pre-retirees who fit your ideal client profile.
Appointments, Not Leads
Conversations placed directly on your calendar.
Built for Growth
A repeatable channel for future client conversations.

Qualified Appointments Delivered

We focus on getting qualified pre-retiree conversations onto your calendar instead of handing you raw lead lists to chase.

Pre-Retiree Focus

We target pre-retirees with the assets, time horizon, and mindset you’re looking to serve.

Appointments, Not Lead Lists

No crowded lists. Just qualified pre-retiree appointments booked directly on your calendar.

We're happy to help

Speak With Us Today.

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

Thinking about making a move in the future?

We'll have a preliminary discussion about your book value, options, and process for ensuring you have a successful move.

3) Client Growth Trial

Interested in a free trail for our client referral program?

Take this call to see if you'd be a good fit.

Contact Us and Get in the Know.

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