Plans & Pricing

Our Pricing

Our plans and pricing are designed to provide flexible, scalable solutions for financial professionals looking to consistently fill their calendars with qualified appointments. We offer both subscription-based plans for ongoing growth and standard purchase options for those who prefer a more flexible, as-needed approach—all tailored to your goals, target markets, and timeline.

Appointment Scheduling Plans & Pricing

Click to enlarge pricing chart.

Our subscription plans are designed to provide a consistent, affordable flow of qualified appointments to keep your calendar full and your pipeline active. Plans start as low as 10 appointments per month for $690, making it easy to establish steady growth without a large upfront investment. Whether you’re looking to maintain a reliable baseline of meetings or scale your volume over time, our subscription options offer predictable pricing, dependable delivery, and the flexibility to align with your business goals.

Seminar Booking

Our seminar booking services are designed to help you connect with qualified prospects in a professional, educational setting that builds trust and credibility. We handle the marketing, outreach, and coordination needed to fill your event with attendees who are interested in financial guidance, allowing you to focus on delivering value and converting opportunities.

Because every campaign is unique, pricing varies based on several factors including group size, selected dates, target demographic, location, venue, asset range, and overall outreach strategy. To receive an accurate quote tailored to your goals, we recommend scheduling a consultation with our team. Please note that the cost of marketing and organizing the seminar does not include venue fees, taxes, parking, or gratuities, which are handled separately.

(Click on image to enlarge)

Email Marketing Plans & Pricing

Click to enlarge pricing chart.

Consistent email marketing to your client list is one of the most effective ways to stay top-of-mind, strengthen relationships, and generate repeat business. However, because it requires ongoing time, planning, and execution, it’s often neglected or done inconsistently by busy advisors. That’s where we come in. Our low-cost email marketing solution ensures your clients receive regular, professional communication without adding to your workload—helping you maintain engagement, uncover new opportunities, and drive repeat customers with ease.

Contact Us

Would you like to put appointment setting on autopilot? Start using Premier Appointments to fill your calendar today! Fill out the form below and a PA team member will contact you promptly!