Get appointments
with qualified prospects
P3 provides financial advisors with appointments
in the K-12 public education space
Prospecting and appointment setting is time-consuming and monotonous. We know you’d rather be working with educators who are ready to start planning for their financial future.
Our startup kit provides details about cost structure, appointment scheduling, and geographical preferences.
A P3 Team Member will reach out to you to answer any questions, secure a form of payment, and set you up to start accepting appointments.
We know you love spending time helping educators secure their financial future. To do that, you need a steady stream of appointments on your calendar. The problem is that prospecting is a full-time job by itself, which leaves you frustrated and torn. This helplessness drives many talented advisors out of a career they love.
It should be easier to get qualified appointments with educators you’re equipped to serve. We’ve been connecting educators with qualified advisors since 1987. We understand the struggle of appointment setting.
Here’s how we ensure you have a steady stream of appointments with the right people at the right time:
Sign up today and stop being bogged down by prospecting. Instead, spend your time helping clients with their financial future.