Asset Management

How We Can Help

We’re aware of the increasingly competitive marketplace and the wealth of options on offer to IFAs. We can help promote your funds to your target market and provide you with a steady pipeline of new clients. What we can do for you to target IFAs:
• Distribute materials on your behalf via email and telephone.
• Invite them to seminars.
• Invite them to webinars.
• Set up meetings for you.
• Identify why they haven’t signed up to work with you yet.
• Make sure your database is up to date and collect the relevant GDPR permissions.
• Speak to existing Advisors and gain feedback.

What We’ve Done

Seminars and webinars are a very effective way to promote your offering to IFAs. We’re comfortable at discussing key concepts and holding a conversation based around:
• Size of assets under management.
• Track record.
• Ratings of the funds.
• Morningstar Risk Rating.

FCA Compliance

We want our team to be well-informed about of your services and to be able to field questions, to have an engaging conversation with the IFA, and to promote your offering. However, we are aware that we are limited to what we can say on the phone, particularly due to FCA compliance regulations.

Rather than being a problem, this serves to your advantage. We wouldn’t want to talk out of turn or to make commitments on your behalf that were inappropriate. Our job is to generate you the leads, beyond this, closing the deal is best done by you. Therefore, we are comfortable working within these parameters, the same way we do for many other telemarketing campaigns for our clients.

In addition, before calling commences, all clients sign a Data Processor Agreement form, in line GDPR stipulations.

Our Team

Setup by our MD, ex-stock broker Nigel Blake, our Banking & Finance team are specialists at targeting IFAs. We appreciate that each of our clients are different and so we work extensively to present you in the best way possible over the phone.

Find Out More

If you want to incorporate phone based lead generation into your sales and marketing strategy, then please leave us an enquiry. In addition, you’d be welcome visit our Surrey Headquarters to meet the team, or we can see you in our London office in Spitalfields.

What Our Clients Say

Brooks Macdonald Funds

From the outset Perfect Pitch have consistently provided a very professional level of service. Their feedback from the calls is exemplary; clear and concise and they have shown a great level of flexibility in terms of the various outbound calling tasks we have instructed them to carry out. We would recommend them without a doubt to anybody considering utilising their services. Keep up the great work!

– Simon Pinner, Sales Director

Get in touch

+44(0)1483 422 998
Call us or complete this form and we will call you back.

Perfect Pitch Head Office
1 Miltons Yard, Petworth Road, Witley
GU8 5LH United Kingdom

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