Tutorials and Testimonials

Select from a range of helpful media designed to increase your efficiency and effectiveness while using Premier Appointments!

Why Important

At Premier Appointments, we believe that the best proof of value comes directly from the agents who use our service every day—and that’s exactly what our video testimonials deliver. These real stories, straight from the field, showcase how agents just like you have transformed their business using our appointment-setting services. Whether it’s a seasoned advisor looking to streamline their client acquisition process, or a newer agent eager to grow a book of business, our video testimonials highlight genuine experiences and measurable results.

Video Testimonials

Kaleb Law, Financial Agent

Kelly Turner, Financial Agent

Junior Rodriguez, Financial Agent

How-To: Video Tutorials

How-To Create Your Personal Zoom Account

How-To Export Contacts from Your Dashboard

How-To Sync Your Microsoft Outlook Calendar

How-To Block Off Time in Google Calendar

Personal Improvement

Handle No-Shows Like a BOSS

What to Expect on Virtual Appointments

Why Premier Appointments?

Agents speak candidly about how Premier Appointments helped them save time, reduce stress, and increase production by connecting them with consumers who are actually seeking financial guidance. Unlike generic marketing claims, our testimonials offer transparent, relatable insights into how our system works—and why it works. They show our commitment to setting qualified, high-intent appointments and supporting agents with a team that understands the financial services industry inside and out. These testimonials don’t just highlight success—they validate it.

They demonstrate how we eliminate cold prospecting and empower agents to focus on meaningful client relationships and long-term growth. Premier Appointments isn’t a typical lead vendor. We were founded by financial agents, which means we know exactly what agents need: real people, real conversations, and real opportunities to help others make informed financial decisions. Our video testimonials are your window into what’s possible when you partner with a company that puts your success first. If you're tired of wasting time on unqualified leads or unreliable appointment sources, let our clients show you the Premier difference in their own words. Watch their stories, hear their results, and imagine what we can do for your business. With Premier Appointments, you're not just getting appointments—you’re gaining a proven path to growth.

agents use Premier Appointments across the country
agents use Premier Appointments across the country