We specialize in professional virtual assistant appointment setting services for advisors, helping you focus on what matters most — building relationships and growing your business.
At AdvisorLink, we believe in building meaningful connections — one call at a time. Our mission is to help advisors reach more people, save time, and grow their client base with ease.
We understand that your time is valuable. That’s why we handle the outreach, the follow-ups, and the scheduling — so you can focus on giving your clients the attention they deserve.
Whether you're a financial advisor, insurance agent, or consultant, we act as your extended team, delivering high-quality, confirmed appointments directly to your calendar.
We make professional, friendly calls to your leads — whether warm or cold — with a focus on sparking interest and securing qualified appointments.
✔ Personalized call scripts
✔ Respectful, compliant outreach
✔ Designed to reflect your brand
We screen leads so you spend time only with serious prospects.
Not every lead is ready — we help sort the serious from the curious. We ask the right questions to make sure you spend your time wisely.
We manage your calendar and ensure all meetings are confirmed and organized.
We don’t just generate interest — we lock it in. We manage your calendar and ensure every confirmed appointment fits your availability.
Never miss an opportunity — we handle follow-up calls and confirmations.
We follow through so you don’t have to chase. We reconnect with leads who needed more time, and confirm appointments so your calendar stays tight.
Reminder calls
✔ Voicemail follow-ups
✔ Re-engagement for old leads
At AdvisorLink, we don’t just book appointments — we offer a full suite of virtual assistant services tailored to support busy advisors, coaches, and business professionals. From calendar and email management to CRM updates, lead research, and document preparation, we handle the behind-the-scenes tasks that keep your business running smoothly. Need help with client onboarding, or proposal formatting? We've got you covered. We also offer light copywriting support, meeting setup, file organization, and even personalized client follow-ups. Whether you're looking for a dedicated VA to manage daily tasks or occasional support during peak periods, AdvisorLink is here to help you stay organized, responsive, and focused on what matters most — growing your business.
We chat with you to understand your business, your ideal client, and your goals. This helps us personalize your outreach strategy and scripts.
We craft your custom call script, load your leads, and prepare your schedule preferences. You’ll approve everything before we go live.
We begin making calls, handling objections, answering questions, and booking qualified appointments directly into your calendar.
You show up to each appointment prepared — while we continue calling, following up, and filling your calendar in the background.
We provide you with ongoing updates, appointment summaries, and suggestions to improve lead conversion over time.