Turn up. Pitch. Win the client.
We book pre-qualified appointments straight into your diary. You only pay when the prospect actually shows up - and the only thing you have to do is pitch on the day.
Pay-per-held meeting - no shows, no fee.
Leads aren't appointments
Most lead-gen vendors sell you contact details. Then the chasing, qualifying and diary-juggling lands on the adviser. We do the opposite.
Typical Lead Generation
What most vendors actually deliver
- A name, a number and a vague enquiry form
- Adviser has to chase, qualify and try to book
- Hours lost to voicemails and tyre-kickers
- Paid upfront whether anything converts or not
- No control over fit, qualification or show rate
Our Pre-Qualified Appointments
What lands in your diary
- A confirmed meeting with a qualified prospect
- We chase, qualify, book and confirm - not you
- Briefing pack sent through before the meeting
- Pay-per-held meeting - no shows, no fee
- Adviser turns up, pitches, wins the client
A national wealth management firm, year to date
A multi-adviser firm used Fortis Connect to create a consistent flow of qualified new-business conversations across its adviser team.
YTD figures supplied by the client
Client name withheld
928
appointments held
£464.4m
investable assets identified
£515k
average investable assets
37
active advisers supported
What the numbers show
Appointment generation can work at scale without pushing prospecting back onto advisers. The firm's 37 advisers received held meetings with an average of £515k in investable assets, creating a substantial qualified opportunity across the year.
The operating model
Fortis handled qualification, booking and attendance management so advisers could focus on the client conversation.
Built so advisers can stay in front of clients
Every hour your advisers spend chasing is an hour they aren't advising. We take the entire pre-meeting workload off the desk.
Genuinely Qualified
Every appointment is qualified against your ideal client criteria - assets, age, intent, location. No tyre-kickers in the diary.
Pay Only When They Show
No retainers, no upfront fees, no charges for no-shows. You pay per held meeting - we carry the risk on attendance, not you.
Zero Admin for the Adviser
We handle the call, the qualification, the diary, the confirmation and the reminder. You get a calendar invite and a briefing - that's it.
Compliant & On-Brand
Trained callers, FCA-aware scripts, and campaigns that can run under your firm's name. Every conversation reflects how you'd represent yourself.
High Show Rates
Because the prospect is properly qualified and confirmed twice before the meeting, attendance rates sit well above industry-standard lead conversion.
Predictable Pipeline
A steady flow of held meetings each month means revenue stops depending on referrals showing up at the right time.
How a pre-qualified appointment lands in your diary
Five steps - and only the last one involves your adviser.
Define the ideal client
We agree your qualification criteria - assets, demographic, intent, location.
We make the calls
Our team runs the outreach, on-brand and FCA-aware, under your firm's name if preferred.
Qualify the prospect
Only prospects who match your criteria and have genuine intent get booked.
Book, confirm, brief
Meeting goes straight in your diary with a confirmation, reminder and briefing pack.
Adviser turns up and pitches
You walk into a meeting with a qualified, expecting prospect. That's the only job.
Pay-per-held meeting. That's the model.
No setup fees, no retainers, no minimum volumes, no charge for no-shows. If the prospect doesn't sit down with your adviser, you don't pay. It's that simple.
Pay-on-attendance
Charged only when the meeting holds
No-show, no fee
We carry the attendance risk
No retainers
Scale up or down month to month
Other telephony support, when you need it
Pre-qualified appointments are the core service. These sit alongside, priced on a daily rate or project basis.
Database Reactivation
Wake up dormant contacts and historic enquiries
- • Contact dormant clients and stale leads
- • Re-book reviews and lapsed prospects
- • Surface advice opportunities sitting in your CRM
- • Clean and update contact data while we go
Client Review Bookings
Keep annual reviews running on time
- • Schedule annual and ad-hoc reviews
- • Confirm, remind and re-book where needed
- • Support ongoing advice service obligations
- • Free up paraplanners and admin teams
General Telephony Support
Outbound capacity, on tap
- • Seminar, event and webinar invitations
- • Follow-up calls after meetings or campaigns
- • Document chase and onboarding support
- • Project-based campaigns with defined scope
Stop chasing leads. Start pitching to prospects.
Pre-qualified appointments, in your diary, paid only when they show up.