DP Marketing Core Values

To be the preferred services provider;

Focus on mid to upper management prospects only;

Constant in-house training and service development (i.e. good at the basics);

Developing long term relationships;

Service excellence with regular client contact.

Financial consultants with small and medium brokerages/companies

DP Marketing specialises in making appointments for Financial Consultants – both tied agents and independent brokerages.

These appointments are a sales & marketing opportunity for Financial Consultants to grow their client base with individuals who are interested in a financial needs analysis.

Appointments are made with individuals in the private and professional sector.

DP Marketing provides all the leads, and make the actual appointments for you, which are in your geographical area, with individuals in your required target market.

How we work

There are many methods in commercial business in particular that can be used to generate new business, particularly if you have chosen to build your own business.

  • We focus on cold canvassing appointments for brokers in the life and investment insurance industries.

  • We discuss and create with the positive listener an interest in getting their personal long term risk insurance planning updated, the introductions to new product ranges and updates, also areas where the individual may have been neglected to keep up to date or may not have been properly serviced by a broker. This is done by offering them a comparative review on their financial planning portfolio.

  • Appointments are white labelled for you.  The prospect will know who you are, where you are from, and why you are coming.

  • Appointment can be made to meet the prospect face-to-face or online, depending on their preference.

In a nutshell: DP Marketing, offers a business system that creates a "foot in the door" appointment  opportunity for the broker in which he/she has the possibility of acquiring new clients.   

More about our Services

Any Questions?

Tips for success

To make sure you get the value for your time invested we have made a short list of to do’s, to assist you with your success;

Stay focussed;

Confirm appointments;

Don't be late;

Develop long term relationships;

Stay in contact;

Ask for referrals;

Do not give up too soon.

What our customers say ....

Finding suitable leads in our industry is a daunting task, in fact it’s a complete nightmare! I had worked with numerous providers to no avail – having lost money and ultimately trust. My entire mindset changed when I met Owner of D&R Marketing, Di! D&R has been providing me with top quality leads for the past 3 years. From the get-go Di took the time to learn more about our company, the way we work and its varying needs. Di managed to leverage her extensive experience and understanding in the Financial Services industry and in turn provide outstanding tangible results.
Yes, leads are difficult – you win some and you lose some, and that’s just the way the cookie crumbles! However, Di always manages to find our golden nuggets with her unwavering persistence.
D&R allows you to focus on what you are good at – and that is providing good advice as apposed to becoming tangled in a web of trying to find new clients.
Thank you, Di, to you and your Team. Your service is impeccable to say the least.
I have found my go-to person in Di. She has also become a very dear friend to me and of course a life-long client.
Tracy Hayes
DUWALCO Financial Services
Thank you very much for the batch of leads and for the high level of service.
I am very impressed by your ability to heat up and educate the potential clients – you truly made my work much easier. Thank you for that! Also, thank you for jumping in every time to confirm incorrect contact details, and for going the extra mile.
Hendri Massyn
Senior Financial Adviser | Momentum
“The appointments that were sent through to us proved to be successful and we managed to close business with these.
I found your system to be efficient and it certainly works, probably the best that I have come across.
Paul Kafentzis
DIRECTOR | WEALTH REVOLUTION
I’ve known Di and her husband , Rob , for many years. They own and manage a company providing appointments. Last month I bought 10 appointments from them for R 4 700. My return was R 55 000.
They have a very solid replacement policy as well.
I have been using DP Marketing to make my appointments for 9 years, and have built up an excellent client base through their appointments.
Thanks for the excellent appointments
DP Marketing is a tremendous help with expanding my client base for my business. As a financial adviser I get in contact with various clients that makes it easier to get in front of clients and to sell financial products. They don’t have any hassles to replace appointments that doesn’t want the type of service I offer.
I have been using DP Marketing for a couple of years and I can recommend their professional service! Thanks to Robbert and Di Heath and their team.
Louis Adendorff
I have used numerous marketing companies to make my appointments, but never of this standard.
Well done