# Premier Appointments LLC

> Premier Appointments is a boutique appointment-setting service dedicated exclusively to financial advisors, wealth managers, annuity producers, and retirement specialists. We convert advisors’ existing, unworked, or dormant lead databases into confirmed calendar appointments.

## Core Operations & Scope
- **Target Market**: Independent financial advisors, RIA firms, annuity specialists, and federal employee retirement practitioners.
- **Lead Source**: We work strictly with existing advisor-generated leads (seminar/workshop attendees, event registrants, seminar no-shows, and aged CRM inquiries).
- **No Cold Lead Generation**: We do not provide, scrape, or sell cold consumer contact lists.
- **No Financial Advice**: We do not offer financial, investment, or annuity advice. All advisory, product, and planning guidance is provided solely by the licensed advisor during the scheduled meeting.
- **Conversational Specialization**: Conversant in pre-retiree concerns, FERS/CSRS federal retirement timelines, and TSP rollover discussions.
- **Delivery Model**: Professional, polite human-led telephone outreach supported by disciplined CRM tracking and automated backstage workflows.

## Commercial Terms & Pricing
- **Rate**: $15 per active lead under management per month
- **Minimum Volume**: 75-lead minimum requirement ($1,125 monthly base retainer)
- **Setup Fee**: $500 one-time onboarding and CRM coordination fee
- **Contract Term**: 3-month initial term
- **Post-Term Agreement**: Flexible month-to-month arrangement thereafter
- **Cancellation**: 30-day written cancellation notice following the initial term

## Canonical Endpoints & Contact
- **Website**: https://premierappointments.com/
- **Booking URL**: https://app-na2.hubspot.com/meetings/david1545/advisor-onboarding-strategy-session
- **Knowledge Catalog**: https://premierappointments.com/knowledge-catalog.json
- **Agent Discovery (A2A)**: https://premierappointments.com/.well-known/a2a-agent.json
- **Business Email**: david@premierappointments.com