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Some of Our Company Statistics

Our greatest achievement is watching our clients grow, scale, and stay with Revenx—because we deliver real, repeatable results.
Active clients across the U.S.
0 +
Average client growth, year over year
0 +
Revenue generated for our clients
$ 0 M+

Get Appointments Directly on Your Calendar

There are 2 major challenges for financial services professionals. The first is getting qualified appointments and the second is closing them. The Revenx Appointment system solves these problems by getting prospects directly on your calendar and providing you with expert training showing you exactly how to close them.

Perfect for Advisors, Agents and Planners

The Revenx Appointment program currently services a wide-range of financial professionals from Financial Advisors, Financial Planners, Retirement Planners, and Life Insurance Agents. Experience a system designed to grow your client-base and get you in front of the right people.

Financial Advisors

Provide guidance on investments, savings, and overall financial planning.

Financial Planners

Help people with strategies for managing their finances and achieving long-term goals.

Retirement Planners

Assist with strategies for saving and investing to ensure financial security in prospects’ later years.

Life Insurance Agents

Help clients choose policies to provide financial security for loved ones in case of loss.

The Best Source for Appointments

Speak with prospects who have questions regarding their retirement planning and additional opportunities. These prospects are requesting to speak with an independent agent or advisors to get their questions answered and then educate them on the product that best helps them meet their financial and retirement goals.
  • You never pay for cancellations
  • Average assets of $175k in 403b, 457, 401k, TSP, etc.
  • IUL, Term, LTC, Annuity and AUM opportunities

Fill Your Calendar With Booked Appointments

Revenx gets you in front of people who have expressed interest in your services and have agreed to an actual appointment. This is miles ahead of cold-calling a list of name who may or may not be interested. Increase your efficiency and spend more time talking to people who need and want your services and who can be closed.

State Selection

Choose what state you want to operate in, or go nationwide.

Training System

Get exact training on how to be successful with these appointments.

Calendar Control

Select the dates and times you want to receive appointments on your calendar.

Dedicated Support

Each client is assigned a dedicated customer succes manager.

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Master Your Appointments

The Revenx training will teach you how to succeed with preset financial services appointments. Give yourself the edge and get more closes with vital information, in-depth coaching, and more.

Video Library

Access to all 40 + training videos with many more coming.

Interactive Lessons

Explore interactive lessons that ensure you grasp the key concepts.

Weekly Mentor Call

Connect with mentors and other agents to discuss best-pratices.

Objection Handlings

Get access to an in-depth list of handlings for common objections.

Appointment Options

Connecting with state, federal and higher-education employees allows you to offer tailored advice on a wide range of financial products, including unique retirement plans, Indexed Universal Life (IUL) insurance, Long-Term Care (LTC) insurance, Life Insurance, Annuities, and more. Understanding the unique financial needs of these employees positions you as a specialist, appealing to prospects seeking tailored advice.

State Government & Higher Education Employees

Employees of the State Government, Universities and Colleges within a state you’ve selected.

Federal Government Employees

Employees of the Federal Government, nationwide or within a state(s) you’ve selected.

Onboarding and Appointment Expectations

Once you sign up our customer success team will reach out to schedule your onboarding call. They will provide you access to our training platform, connect you to our scheduling system and make sure you are set up to start your appointment campaign.

State Government & Higher Education Employees

Employees of the State Government, Universities and Colleges within a state you’ve selected.

Federal Government Employees

Employees of the Federal Government, nationwide or within a state(s) you’ve selected.

Disclaimer Statement

Please understand that not all of the appointments will be 100% qualified prospects, however you will speak to qualified prospects, with an average closing rate of 10% – 40%.

Reviews From Advisors, Planners, and Agents Like You

Check out reviews from agents, advisors and planners who utilize the Revenx Appointment system.

Judy Chun
Judy Chun
Chun Financial Services
After years of burning money on leads I found Revenx which has been a tremendous opportunity.

380+ appointments
Rich Osterhoudt
Rich Osterhoudt
Symmetry Financial Group
Revenx is an excellent resource and delivers some of the best value for anyone's marketing dollars!

650+ appointments
Russell Houle
Russell Houle
BFP
You need to invest in yourself and your business. Finding reliable partners is a vital part and Revenex definitely holds up their end of the bargain.

70+ appointments
Bob Vowell
Bob Vowell
CL Wealth Services
These Revenx appointments are way beyond the quality that I expected. They are amazing regarding the value of opportunity vs the price.

100+ appointments
Michael Kellough
Michael Kellough
Kellough Advisor
I have been working with Revenx for a year. As a long time veteran in the financial business I have been impressed with their dedication and resolve in providing me with quality appointments.

300+ appointments
Jennifer Parkhurst
Jennifer Parkhurst
1st State Brokerage
Great customer service, always available to answer any questions. The leads are wonderful. I upgraded to the yearly plan after the initial 3 months and added more appointments.

400+ appointments
Ian Lahde
Ian Lahde
Independent Advisor
The quality of these leads are top tier. Only a month in and I’ve had tremendous results so far. I look forward to continuing to work with Revenx!

60+ appointments
Patrick Casey
Patrick Casey
Life Plan & Retirement
I only refer companies that provide exceptional service. They [Revenx] have provided more than they promised, well worth the cost, I turn appointments into closed sales weekly!!!

130+ appointments
Alex Beckwith
Alex Beckwith
Merrill Lynch
Revenx came at a time where I was just starting out as an independent advisor and it has been a big stress reliever to know I have interested people to help as I am building out my pipeline and my business.

250+ appointments
Rick Bates
Rick Bates
Retirement Income Source
I used them for over a year and also referred many other advisors to them. They deliver what they say and would highly recommend them to advisors who want to stay busy.

400+ appointments
Stuart Hunsicker
Stuart Hunsicker
Purpose Driven Financial
Very good support team and they replace no shows. Only vendor I know doing that. Always helpful and asking for feedback to improve.

200+ appointments
Mark Heinrich
Mark Heinrich
GRF Capital
1st set of leads had a booked appointment with TSP of $700K plus another opportunity of $3,000,000. Very Pleased.

150+ appointments

Pricing Options to Fit Your Needs

We offer competitive pricing options to fit your specific needs. Select from the three appointment options below to see specific pricing. Advisors Excel Agents will receive a one time gift of 5 additional appointments for free after starting with Revenx! Make sure to use the coupon code: AE5OFF for 5% off your lifetime order.

The Difference Between Nationwide and State-specified Federal Appointments

Under the Nationwide Federal Appointments program, you receive appointments with Federal Employees from any of the 50 states of the United States, where as the State-Specified plan allows you to select specific states the federal employees reside in.

Quarterly Agreement

State-Specified Federal Appointments
20-39 appointments per month
$ 125/per appointment
  • Exclusive Appointments
  • Access to Industry Specific Training
  • Access to Agent Group Chat
  • Access to Weekly Training Call
  • Up to 30% of No-Shows & All Cancellations Replaced
  • Commit Quarterly, Pay Monthly
  • CRM or CRM Integration Included
Get started

Quarterly Agreement

State-Specified Federal Appointments
40-49 appointments per month
$ 122.50/per appointment
  • Exclusive Appointments
  • Access to Industry Specific Training
  • Access to Agent Group Chat
  • Access to Weekly Training Call
  • Up to 30% of No-Shows & All Cancellations Replaced
  • Commit Quarterly, Pay Monthly
  • CRM or CRM Integration Included
Get started

Quarterly Agreement

State-Specified Federal Appointments
50 appointments per month
$ 120/per appointment
  • Exclusive Appointments
  • Access to Industry Specific Training
  • Access to Agent Group Chat
  • Access to Weekly Training Call
  • Up to 30% of No-Shows & All Cancellations Replaced
  • Commit Quarterly, Pay Monthly
  • CRM or CRM Integration Included
Get started

The Difference Between Nationwide and State-specified Federal Appointments

Under the Nationwide Federal Appointments program, you receive appointments with Federal Employees from any of the 50 states of the United States, whereas the State-Specified plan allows you to select specific states the federal employees reside in.

Quarterly Agreement

Nationwide Federal Appointments
20-39 appointments per month
$ 115/per appointment
  • Exclusive Appointments
  • Access to Industry Specific Training
  • Access to Agent Group Chat
  • Access to Weekly Training Call
  • Up to 30% of No-Shows & All Cancellations Replaced
  • Commit Quarterly, Pay Monthly
  • CRM or CRM Integration Included
Get started

Quarterly Agreement

Nationwide Federal Appointments
40-49 appointments per month
$ 122.50/per appointment
  • Exclusive Appointments
  • Access to Industry Specific Training
  • Access to Agent Group Chat
  • Access to Weekly Training Call
  • Up to 30% of No-Shows & All Cancellations Replaced
  • Commit Quarterly, Pay Monthly
  • CRM or CRM Integration Included
Get started

Quarterly Agreement

Nationwide Federal Appointments
50 appointments per month
$ 110/per appointment
  • Exclusive Appointments
  • Access to Industry Specific Training
  • Access to Agent Group Chat
  • Access to Weekly Training Call
  • Up to 30% of No-Shows & All Cancellations Replaced
  • Commit Quarterly, Pay Monthly
  • CRM or CRM Integration Included
Get started

Quarterly Agreement

State & Higher-Ed Appointments
20-39 appointments per month
$ 85/per appointment
  • Exclusive Appointments
  • Access to Industry Specific Training
  • Access to Agent Group Chat
  • Access to Weekly Training Call
  • Up to 30% of No-Shows & All Cancellations Replaced
  • Commit Quarterly, Pay Monthly
  • CRM or CRM Integration Included
Get started

Quarterly Agreement

State & Higher-Ed Appointments
40-49 appointments per month
$ 82.50/per appointment
  • Exclusive Appointments
  • Access to Industry Specific Training
  • Access to Agent Group Chat
  • Access to Weekly Training Call
  • Up to 30% of No-Shows & All Cancellations Replaced
  • Commit Quarterly, Pay Monthly
  • CRM or CRM Integration Included
Get started

Quarterly Agreement

State & Higher-Ed Appointments
50 appointments per month
$ 80/per appointment
  • Exclusive Appointments
  • Access to Industry Specific Training
  • Access to Agent Group Chat
  • Access to Weekly Training Call
  • Up to 30% of No-Shows & All Cancellations Replaced
  • Commit Quarterly, Pay Monthly
  • CRM or CRM Integration Included
Get started

Frequently Asked Questions

Do you have an annual option?
Yes, we do. These are by invite only for clients who’ve been with us for a period of time and where we both see it’s a good fit to move to annual. There are additional discounts and benefits for annual clients.
Yes, we do. We generally don’t recommend these as it takes most agents time to close deals and starting and stopping tends to be unsuccessful. They are more expensive than doing the quarterly commitment. Speak to a sales representative to get the pricing details on this.
We replace all cancellations by the prospect. We will also replace up to 30% of your total appointments that you mark as a no show, providing you’ve done at least 48 hours of follow up. For example if you’ve purchased 50 appointments with us, we’ll replace up to 15 no shows out of that.
These are all remote appointments. You can choose your state (on the state specified programs) so you may wind up being able to meet your prospects, however most agents that we work with are doing their full sales process remotely. The first call we generally recommend being a phone call though we do have a setup that works with Zoom and Google Meets.
There are a lot of variables to this, depending on which products you sell, how good your sales process is, to the amount of follow up you do. We’ve seen agents who are successful on our program have a 5 to 1 ROI, 10 to 1 ROI and at the highest 15.8 to 1 ROI on what has been given back to us. These are agents that have been working the appointments for 6+ months. We generally target you for breakeven in the first 3 months (due to the length of the sales process in selling remotely and the biggest ROI comes from annuity sales).

Tired of Marketing That Doesn’t Deliver Real Clients?

If you’re a B2B or a financial advisor, you know the challenge: generic marketing strategies fall flat with decision-makers and clients who need education, trust, and clarity long before they’re ready to book a call.

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At Revenx, we don’t just run campaigns—we build scalable marketing systems that attract the right clients and drive real growth for financial advisors and B2B.

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