HNW Qualified Meeting Setting

DISCOVERY CALL

Specialising in investment, pension transfer and tax planning meetings with HNWIs for many years

HNW Qualified Meeting Setting

DISCOVERY CALL

Investment Banking, Major Law and Big 4

Managing Directors, Managing Partners, C Suite

We have been sourcing, directly contacting and arranging meetings with Managing Directors and Directors of the major investment banks, Managing Partners and Partners of the major law firms and big 4 auditing companies, FTSE 100 / S&P 500 C Suite executives for many years.

Tax Year End, Investment Planning, Pension Planning, Protection and IHT Planning, Corporate Services meetings.

80% Meetings Set To Meetings Seen

We Manage Through To Commencement

Our questioning techniques are perfectly refined to establish interest and fully qualify our meetings. We share all interaction through to commencement, providing insight of initial resistance if any, in which way it was overcome and key areas of discussion.

Our focus is on long term growth, the quality of meetings we provide and our reputation for consistently delivering results for our clients.

Investment Banking, Major Law and Big 4

Managing Directors, Managing Partners, C Suite

We have been sourcing, directly contacting and arranging meetings with Managing Directors and Directors of the major investment banks, Managing Partners and Partners of the major law firms and big 4 auditing companies, FTSE 100 / S&P 500 C Suite executives for many years.

Tax Year End, Investment Planning, Pension Planning, Protection and IHT Planning, Corporate Services meetings.

80% Meetings Set To Meetings Seen

We Manage Through To Commencement

Our questioning techniques are perfectly refined to establish interest and fully qualify our meetings. We share all interaction through to commencement, providing insight of initial resistance if any, in which way it was overcome and key areas of discussion.

Our focus is on long term growth, the quality of meetings we provide and our reputation for consistently delivering results for our clients.

Every Client Is Important

We have a long history of business development in wealth management

Tailored Solutions

We can provide bespoke solutions in inbound / outbound lead generation, meeting setting, google ads & landing pages, BD team management, recuitment and training

Continually Investing

We continually invest in our people and technology to provide the best results and we're always focused on developing cutting edge techniques to enhance growth

Trusted Service

We are trusted providers of business development services to some of the largest FCA regulated wealth management companies in the UK

GDPR Compliant

We proactively design our websites around data privacy with comprehensive security and we assess each data collection point for its necessity to the purpose of our business

Free Discovery Call

We’re happy to talk through your requirements in detail then provide a free consultation and quotation. Just click on any of the various Discovery Call buttons

Many Years Experience

With many years of experience, professionalism and delivering on results we have gained the reputation of being one of the best business development companies

Every Client Is Important

We have a long history of business development in wealth management

Tailored Solutions

We can provide bespoke solutions in inbound / outbound lead generation, meeting setting, google ads & landing pages, BD team management, recuitment and training

Continually Investing

We continually invest in our people and technology to provide the best results and we're always focused on developing cutting edge techniques to enhance growth

Trusted Service

We are trusted providers of business development services to some of the largest FCA regulated wealth management companies in the UK

GDPR Compliant

We proactively design our websites around data privacy with comprehensive security and we assess each data collection point for its necessity to the purpose of our business

Many Years Experience

With many years of experience, professionalism and delivering on results we have gained the reputation of being one of the best business development companies

Free Discovery Call

We’re happy to talk through your requirements in detail then provide a free consultation and quotation. Just click on any of the various Discovery Call buttons

“
Jon tripled our numbers in six months with the meetings he and JTX Partners have provided my company. I have no hesitation in recommending Jon and JTX Partners in the highest esteem.

GAVIN M. - MANAGING PARTNER
LONDON
“
I dealt with Jon who instantly understood my ideal prospect. Since working with Jon and JTX Partners I now have too many quality meetings. I strongly recommend JTX Partners.

ANNA H. - WEALTH MANAGER
LONDON

“
Jon tripled our numbers in six months with the meetings he and JTX Partners have provided my company. I have no hesitation in recommending Jon and JTX Partners in the highest esteem.

GAVIN M. - MANAGING PARTNER
LONDON

Arrange a Discovery Call to find out how we can Set Meetings for you

DISCOVERY CALL

We need the information you provide us with to contact you about our services. For information about our privacy practices see our Privacy Policy

Arrange a Discovery Call to find out how we can Set Meetings for you

DISCOVERY CALL

We need the information you provide us with to contact you about our services. For information about our privacy practices see our Privacy Policy