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Georgia Teammates, a New Era of

Lead Generation

(Firm Name) Teammates delivers a revolutionary platform that generates exclusive, high-quality leads for a single financial services firm per state, redefining growth through authentic, value-driven partnerships. Trusted by Fortune 100 firms, Teammates sponsors Appointment University (AU), a cost-free training program that empowers community banks, credit unions, CPAs, small businesses, and non-profits with the 15-Second Approach—a proven method to build trust and spark meaningful conversations with their clients, members, or donors in just 15 seconds. Your agents leverage five downloadable PDFs, powerful prospecting tools that explain AU’s value, enabling them to independently forge relationships and direct prospects to live webinars (accessible below via homepage registration) for a deeper dive into AU’s benefits. As a bonus, Teammates facilitates high-level partnerships with statewide associations (e.g., banking, CPAs, chambers), amplifying your reach through their networks. This first-of-its-kind platform transforms cold outreach into warm consultations, positioning your firm as the trusted financial advisor across Georgia. Explore how Teammates skyrockets your revenue with unmatched lead generation.

Learn More About Our Teammates Programs

CPA's & CPA Firms pdf
Community Banks pdf
Credit Union Pdf
Non-Profits pdf
Small Business Pdf
  • Program you are Interested in?
  • CPA and Clients
  • Community Banking Including Teller
  • Small Business Marketing Teams
  • Non-Profit Fundraising
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Potential Firms:

Globe Life 

Integrated Partners

Piedmont Group

Commonwealth Financial

LPL

AFLAC

 

Excerpts / Testimonials of the 15-Second Approach

The #1 Sales Trainer in your Life

What Overcomes Prospecting Anxiety? 

Fortune 500 Testimonials (7 mins.)

Association Partners

We help make an introduction for you to our partnering associations - a few of our state TEAMMATES include the NY State Society of CPA's & Independent Bankers Association of NY State. Agents can contact their own potential partners, while we work with the associations to establish good fits as well. 

Firm Leader

"I am thrilled to sponsor the Teammates platform. As a dedicated member of our local community, I believe in the power of authentic connections to drive meaningful growth. This platform equips community banks, CPAs, and small businesses with training to strengthen your organizations and deepen your impact. By fostering genuine conversations and trust-based relationships, Teammates empowers you to enhance operations, support local causes, and build stronger community ties. I’m excited to collaborate with you to grow our community—one conversation at a time. Join us today! Please click through the information, jump on an informational webinar or feel free to connect with a (sponsoring firm) agent to learn more  about this ground-breaking new program."

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