Empowering Activity-Driven Financial Advisors
Welcome to Pellegrini Team Consulting, where we specialize in working with activity-driven financial advisors seeking a streamlined system to maximize their client base, turning prospects into clients and clients into referrers.
Our Ideal Client
Our services are tailored for financial advisors who meet the following criteria:
Experience: 5+ years in the business
Client Base: 250+ clients
Engagement: Regular connection with prospects and clients
Referral Flow: Generating 20+ referrals per month
Why Choose Us
At Pellegrini Team, we recognize the scheduling challenges that most advisors face. Our focus is on eliminating common obstacles such as:
Cherry Picking the Client Base: Ensuring your attention is distributed effectively.
Prospects Falling Through the Cracks: Aiming for a seamless client journey.
Inconsistent Calendar: Bringing stability to your schedule.
Daily Dials: Enhancing efficiency beyond constant outreach.
Persistence: Preventing the loss of opportunities after a few attempts.
Referral System: Implementing a structured approach to referrals.
How We Can Help
With our consultative approach, and the support of a dedicated Relationship Manager, we are committed to reducing, eliminating, and solving the challenges you face. Let's uncover the goldmine within your database and build the future of your company—one call at a time.
Our services are available at a competitive rate of $2,250 per month, with a four-month minimum commitment. This investment is your gateway to a more organized, efficient, and successful increasing revenue one appointment at a time.
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
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
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