Federal Employee Appointment Setting
for Financial Advisors
Reactivate the federal retirement workshop attendees, webinar registrants, and aged CRM leads you already paid to acquire.
Reactivate the Federal Leads You Already Paid to Acquire
Financial advisors spend significant marketing capital hosting educational seminars, sponsoring webinars, and acquiring specialized federal contact lists. Yet in almost every practice, high-value prospects sit unworked simply because the advisor's calendar is full or their internal team lacks the time for persistent follow-up.
Workshop Attendees & No-Shows
Prospects who registered for your federal retirement workshop but had a shift conflict, or who attended and took notes but never booked their formal review.
Aged CRM Inquiries
Federal personnel who inquired months or years ago. Age alone does not make a lead worthless; as retirement dates approach, prospect readiness changes dramatically.
You already paid for these leads. Let’s find out which ones are still worth money. We don’t sell or recycle leads. We work the leads you already own.
Conversational Familiarity Without Crossing the Line
Premier Appointments is familiar enough with common FERS, CSRS and TSP terminology to conduct a professional conversation, recognize when a prospect has a planning question, and get that question in front of the advisor.
Clear Compliance Separation: We do not answer benefits, pension, investment, tax, TSP, FERS, CSRS or retirement-planning questions. Those conversations belong exclusively to the licensed advisor during the scheduled consultation.
Founder-Led Calling, Not a Call Center
David Church personally conducts the calling and serves as the quality standard for every campaign. Prospects speak with a mature, seasoned professional who represents your firm with polish—never an anonymous dialer or an overseas call center.
List Onboarding
You provide your existing list of 75+ federal workshop attendees, webinar registrants, or CRM inquiries.
Respectful Outreach
David conducts polite phone follow-up referencing their prior inquiry, verifying their timeline and readiness.
Live Calendar Booking
Qualified prospects are scheduled directly onto your live calendar with verified contact details and context notes.
What Premier Appointments Does vs. What We Never Do
| What Premier Appointments Does | What Premier Appointments Never Does |
|---|---|
| Works your existing, advisor-owned federal leads | Never sells, scrapes, or recycles consumer lead lists |
| References their past workshop, webinar, or inquiry | Never uses aggressive, high-pressure phone tactics |
| Maintains conversational familiarity with common federal terminology | Never gives benefits, pension, investment, tax, or financial advice |
| Books qualified appointments onto the advisor's calendar | Never hands off calls to junior dialers or third-party call centers |
| Delivers clean CRM disposition records and context notes | Never provides consumer-facing services to federal employees |
Predictable Retainer Pricing
Transparent commercial terms designed for financial advisory practices.
- ✓ 75-lead minimum = $1,125/month base retainer
- ✓ $500 setup
- ✓ 3-month initial term
- ✓ Month-to-month afterward
- ✓ 30-day written cancellation
Frequently Asked Questions
Do you sell federal employee lead lists?
No. Premier Appointments does not sell, scrape, or distribute lead lists. We work exclusively with the leads, workshop attendees, webinar registrants, and CRM contacts your practice already owns.
How do you handle prospects who ask benefits, pension, or TSP questions on the phone?
We do not answer benefits, pension, investment, tax, TSP, FERS, CSRS or retirement-planning questions. When a prospect raises a planning question, we recognize it, note it as an agenda priority, and explain that you—the licensed advisor—will address it during the scheduled strategy session.
Do you provide services directly to federal employees?
Never. Premier Appointments is strictly a B2B appointment-setting service for licensed financial advisors and wealth managers. We do not provide financial advice, retirement counseling, or consumer services to federal employees.
Can we work lists from workshops held 1 to 3 years ago?
Yes. Age alone does not eliminate lead value. Federal personnel often register for workshops years in advance of retirement. As their retirement timeline nears, their readiness to meet with a qualified advisor increases.
Who actually conducts the outreach calls?
David Church personally conducts the calling and serves as the quality standard for every campaign. Prospects speak with a mature, seasoned professional who represents your firm with polish.