Get appointments
with qualified prospects
P3 provides financial advisors with appointments
in the K-12 public education space
An empty calendar causes frustration & anxiety
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.
Eliminate the stress of lead generation
Spend more time doing what you love
Imagine a world where appointments with eager, qualified prospects are being added to your calendar for you. This means better productivity and more time with friends and family.
Control Your Calendar and Appointments
Maintain control over your calendar. Your appointments will be set within the parameters and guidelines that you create. We work for you.
Only pay for appointments that occur
If a prospect cancels prior to the appointment, you will not be charged. If you are no-showed, the appointment will either be rescheduled for you, or you will be reimbursed.
We understand the struggle of lead generation
It should be easier to connect with the educators you want to serve, but lead generation is time-consuming and frustrating. We created a system to take the worry out of prospecting so that you can focus on what you love — connecting with clients.
A simple, effective strategy to develop a
flourishing business
Complete the Startup Kit
Our startup kit provides details about cost structure, appointment scheduling, and geographical preferences.
Sign an Agreement
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.
Start accepting appointments
Receive notifications of appointments being added to your calendar. Access your calendar through our free app.
All you have to do is show up and help people.
Spend more time with clients
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:
- Fill out the Start-Up Kit
- Meet with P3 and sign an agreement
- Start accepting appointments
Sign up today and stop being bogged down by prospecting. Instead, spend your time helping clients with their financial future.
