T3Direct have done a remarkable job for us in bringing The Platinum 401k program to the investment advisor community. We really needed a way to get motivated advisors in front of our target market for multiple employer plans. The T3 Direct team did an outstanding job of making that a reality. I look forward to our continued relationship!”
T3 Direct us professional and service oriented. They have kept their commitments regarding our service agreement. Their knowledge and what the team brings to the table has definitely increased our productivity. The leads generated by T3 are "quality". If you want to increase your appointments, I highly recommending Kris and his T3 team”
We use T3 Direct for our marketing programs and have found them to be an exceptional firm that delivers on what they promise. I rely on them and their knowledge of the financial services industry and ability to leverage marketing expertise into definite results.
Although I have been with many lead generation companies over the past fifteen years, I have found T3Direct to be the most efficient of all. Over the past two years I have been with T3Direct, they have been very professional working with me at acquiring the best leads and appointments one could ask for but above all, they have acted with complete integrity and honesty.
I have worked with T-3 for almost five months and am very happy with the level of customer service and results. I have worked with many appointment companies in the past never with any satisfaction. If you have ever had a company set appointments for you in the past, you know many times the meetings are not very good. T-3 has been the best as far as making sure I am happy. If a meeting is just not right they replace it with no charge. This rarely happens but you should feel comfortable knowing if it happens they will be fair.
T3 has been a great asset for our company to get in front of prospects without having to spend the time cold calling ourselves. The group offers great customer service and works with you to resolve any scheduling conflicts. T3 sets up meetings with the type of prospects you are looking for and in your desired locations. We are very happy with T3 and look forward to continue working with this organization.
Face to face appointments turning into quotable opportunities
In the time that we have been working with T3 Direct, we have been quite impressed with their success rates. We have hired resources internally on several occasions with success rates far below what we have achieved with T3 Direct. With almost 50% percent of the face to face appointments turning into quotable opportunities, we easily justified the continuing relationship. The Quality Control staff was responsive and worked with us to re-schedule or replace appointments as necessary. We continue to consider T3 Direct a successful part of our sales growth initiatives.
Growing my retirement plan business
T3 Direct has been a valuable asset in growing my retirement plan business. It allows me the opportunity to service my clients and not focus all my time on finding new clients. I appreciate their responsiveness to my requests and willingness to make adjustments when necessary to improve the calling campaign. I look forward to continuing a successful relationship with T3 Direct.