Book a discovery call

How To Scale Your Practice As An Advisor By Adding 11-22 Qualified Virtual Appointments Per Month Using Our SLS Framework

Our Clients

Our customers are part of these leading organizations

Case Studies

Client Success Stories

Explore our case studies and find out how our clients are consistently generating virtual meetings with our SLS Framework.
Elliot
Life Insurance Advisor

$173k of Revenue Generated

$171k Annual Life Insurance Premiums Closed

20-30 Qualified Appts /Month

"I Wake Up and Have Prospects Waiting And Appointments Booked On My calendar."
Seema
Financial Planner

$50k of Revenue Generated

32+ Appointments / Month

"The SLS Framework Has Allowed Me To Meet HNW Medical Specialists Virtually"
Dan
Health Insurance Advisor

31+ Appointments / Month

$85k of Revenue Generated

$358k Group Health Insurance Premiums

"Before Joining, Everything Was A Manual Outreach And Now I Finally Have A Strong Addition To My Business"
Rick
Commercial Insurance Advisor

$45K In Premiums in 1 Month of Launch

20+ Appointments / Month

"I Have Been In The Business For 35 Years And This Is The Best Way I Have Ever Seen Lead Generation Done"
Client Love

What Our Clients Say

Real messages from our clients
Compliance

Results Focused,
Compliance Vigilant

With SEC, FINRA, FFIEC, FTC, IIROC, MFDA coverage, apply concepts with confidence and your organization’s approval.

17,486
Number of qualified appointments generated with ideal clients for our customers
10+ Years
We’ve been in the industry for over 10 years and we’re are on track to become market leaders.
$102.8M
The estimated revenue value we’ve added to our customers' businesses.

Ready to get results like these?

Schedule a call with our team to get started