About Us

At Dial Masters, we provide financial advisors with a turnkey outreach solution designed to keep their calendars full and their time focused where it matters most — in front of clients. Instead of juggling endless follow-ups, cold calls, and scheduling tasks, advisors rely on our team to handle consistent outreach and appointment setting, ensuring that no opportunity slips through the cracks.

What sets us apart is our proprietary CRM and automated multi-line dialer, built specifically for financial advisors. This technology allows us to execute high-volume, high-quality calling campaigns with precision, while also giving advisors visibility into their pipeline, activity metrics, and client communications. It’s not just about making calls — it’s about using smart tools and proven workflows to consistently drive meaningful client interactions.

Beyond scheduling, we act as an extension of an advisor’s practice. Our outreach campaigns include annual review reminders, term conversion conversations, age-based check-ins, and group benefits follow-ups. Each touchpoint is carefully crafted to maintain strong client relationships, uncover new opportunities, and maximize retention — all while saving the advisor hours of administrative work every week.

Ultimately, Dial Masters gives advisors peace of mind knowing that their outreach is consistent, their calendars are steadily booked, and their clients feel valued and supported. By combining human calling expertise with advisor-focused technology, we free financial professionals from the grind of prospecting so they can dedicate more time to delivering advice, deepening client relationships, and growing their business.

What We Do

Cold calling and lead outreach appointment scheduling and calendar integration reschedule and follow-up tracking text and email communication automation

We work directly with Northwestern Mutual advisors and others in the financial planning space to streamline prospecting — all while staying compliant, organized, and results-driven.

Why Choose Dial Masters?

100% focused on financial services proven scripts and strategies tailored to the industry U.S.-based team with real experience transparent results and reporting

Whether you’re a solo advisor or running a larger practice, Dial Masters is your behind-the-scenes growth engine — helping you scale your outreach, save time, and book more quality meetings