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About Us
We work with activity driven financial advisors looking for a streamlined system to work their client base, turning prospects into clients and clients into referrers.
Our ideal client:
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5+ years in the business
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250+ clients
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Regularly connect with prospects and clients
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20+ referrals/month
Why Choose Us
We understand the scheduling difficulties most advisors face, therefore our focus is to eliminate the common obstacles of:
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Cherry picking the client base
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Prospects falling through the cracks
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No consistency in the calendar
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Daily dials
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Giving up after 1 or 2 attempts
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No system for referrals
We Can Help
With our consultative style and a dedicated Relationship Manager, we reduce, eliminate, and solve your challenges. Let's uncover the goldmine within your database to build the future company, one call at a time.
The Investment
$2,250 with a four-month minimum
Let’s Work Together
Here's What Others Have Said
Gina Pellegrini and her team have provided us with a seamless experience that feels just like a full-time employee providing valuable support. Our kept meeting ratios and general activity has gone up considerably, and I now have more time to strategically plan. I highly recommend all of Pellegrini’s services for advisor teams working to get to the next level. -John
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My experience with Pellegrini Team consulting has been phenomenal. At this point, I’ve been using them for 5 months. In that time, we’ve had a 20%+ increase in my total appointments kept (over 70 per month now), resulting in an increase in business. I would suggest their services to any financial advisor that’s looking for exponential growth. -Randy
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Hiring Pellegrini as part of my team has been a home run! I’ve consistently experienced a 25% increase in monthly activity, as well as less distractions trying to manage my own calendar. It’s provided more focused time with clients and better planning opportunities. -Aaron