Building Bridges
Between Wealth Experts And Clients
Lead Generation
Commission Based Teams
Guaranteed
Meetings
Innovative Solutions
We Get You
Clients & Investors
At Castform, we specialize in building commission-based sales teams that drive growth for wealth management firms and tax professionals.
By handling recruitment, training, and management of outreach and sales agents, we help your business scale client acquisition efforts seamlessly. Our teams are trained to generate leads, convert prospects, and bring in investors, all without the burden of salaried employees—ensuring you achieve more growth with less overhead.
Supported Businesses
+17
Meetings Booked
+580
Sales Workers
+137
Meetings Closed
+96
Wealth Managment Firms
Wealth management firms thrive on personalized interactions and trust. At Castform, our commission-based sales teams are trained to arrange strategic meetings with high-net-worth individuals and businesses. We focus on helping you establish valuable relationships, allowing your advisors to engage in meaningful discussions about investment opportunities and financial planning. Our goal is to enhance your client acquisition process through effective communication and connection.
Real Estate
At Castform, we recognize that success in real estate hinges on building relationships. Our commission-based sales teams excel at setting up meetings with potential buyers and investors, allowing your agents to focus on what they do best—closing deals. By leveraging targeted outreach strategies, we help real estate firms connect with key prospects and enhance their networking efforts, ensuring you have meaningful conversations that lead to successful transactions.
Tax Professionals
For tax professionals, client trust and communication are paramount. Castform offers specialized sales teams that facilitate meetings with individuals and businesses seeking tax expertise. Our approach ensures that you can dedicate your time to providing exceptional service while we manage the outreach and scheduling of important discussions. By focusing on building these connections, we help you strengthen your client base and enhance your professional reputation.
Manufacturing
In the manufacturing sector, establishing strong connections with clients is crucial. Castform provides tailored sales teams that specialize in facilitating meetings with key decision-makers. Our approach allows your business to focus on product quality and innovation while we handle the outreach. We ensure that your team engages in productive discussions that can lead to long-term partnerships and growth opportunities.
