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For Financial & Insurance Advisors:
How To Stop Burning Money On BS Marketing Solutions & Add 11-22 IDEAL Client Appointments Per Month Using Our SLS Framework

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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.
Ramzi Malas
Financial Planner

$75M in AUM in 12 Months

$200k of Annual Revenue

22-32+ Qualified Appts /Month

"I have been part of the top 20 Financial Planners in Canada using strategies of my own."
Lux Clients
Compilation Video

Hear what some of our clients have to say in a single video!

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Seema
Financial Planner

$500k in Commissions with HNW Medical Professionals in 6 Months

Estate Planning, Life Insurance, Wealth Management

32+ Appointments / Month

"The SLS Framework Has Allowed Me To Meet HNW Medical Specialists Virtually"
Steven
Financial Planner

$36k in Commissions Closed in 20 Days from Joining
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30+ Ideal Client Appointments Generated

"I'm getting Ideal Clients appointments barely 3 weeks after joining the program."
Travis
VP - Investments

$50k+ In New Revenue Generated In 60 Days From Launch

$3M in AUM Added & $100k Life Insurance Policy Closed

15+ Appointments / Month With Ultra High Net Worth Estate Planning Leads

"This System is Like The Tinder for Financial Planners... Appointments with Ideal Clients on Demand!"
Dan
Health Insurance Advisor

$85k in Commissions (ARR) in 6 Months

$358k Group Health Insurance Premiums

‍31+ Appointments / Month

"Before Joining, Everything Was A Manual Outreach And Now I Finally Have A Strong Addition To My Business"
Elliot
Life Insurance / Investment Advisor

$173k in Commissions in 8 Months

$171k Annual Life Insurance Premiums Closed

30+ Appointments / Month

"I Wake Up and Have Prospects Waiting And Appointments Booked On My calendar."
Tyler M
VP - Investment Advisor

$2M in AUM and $40k in Revenue in 2 Months

40+ Ideal Client Appointments / Month

"I feel lazy because I can't keep up with the amount of ideal clients reaching out."
Joe
Financial Planner

$3M in AUM / $40k in Commissions & $15k ARR In 2 Months
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20+Appointments/Month

"Before using the SLS Framework I wasted a lot of money in other marketing companies."
Rick
Commercial Insurance Advisor

$55k in Commissions in 5 Months (ARR)

$500K Commercial P&C Premiums

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"
Alan (Farmers Insurance)
Insurance Agent

$20k of Insurance Commissions Added in first 30 Days of Launch

25 Appts Per Month W/ Restaurant Owners

"I am getting referral like leads and I finally have way to predictably get ideal client appointments."
Casey
Financial Planner

$36k of Annuel Revenue / 2MIL+AUM in 6 Weeks
‍
25+ Ideal Client Appointments / Month

"I'm finally working with ideal clients, virtually and have a great time working on my business rather than in my business."
Tea
Financial & Insurance Advisor

$55k in Commissions in 45 Days
‍
15+ Appointments / Week

4 Deals Closed

"This Has Been A Dream Of Mine For So Long, To Come Back From Vacation With A Calendar Full Of Appointments!"
Ryan
Financial Advisor

$10k Annual Revenue / 1MIL AUM Lead in 30 Days

15+ Ideal Client Appointments / Month

BioTech Execs Niche

"This is a lot more focused and result oriented than SmartAssets."
Deane
Financial Advisor

$5k of Annual Revenue Lead / 500k AUM
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15+ Ideal Client Appointments / Month

"This system will allow me to add 4 ideal clients a month if not more than that."
Nicholas
Agency Director - Insurance Brokerage

4 Insurance Advisors Recruited

15+ Meetings / Month

"The Time Saving Component Of This SLS Framework Allows My Business To Recruit Top Tier Talent"
Molly
Investment Advisor

Total Pipeline: $26k in Commissions in 1 Month from Launch

Closed Pipeline: $9k total. $5k in commission from 1 client.

20 Ideal Client Appointments Per Month

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"... I know that every week I´m going to have these calls, if not just the discovery call it´s going to go to the next appointment which is the Zoom. So that way I am very satisfied and sometimes overwhelmed by the kind of response that I get "
Sizen
Financial Planner

$2.5M AUM / $45K in Commissions in 4 Months

20+ Appointments / Month

401k/Pension Plan Leads

"After Joining The SLS Framework.. My Entire Business Structure Has Changed."
David (WFG)
Licensed Associate

2x $1M Policies

UHNWI Leads Generated

In 4 Weeks

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"I already have to hire an assistant due to how many appointments and demand I've been getting from just the few weeks that I've launched."
Jessica (The-Cooperators)
Financial Advisor

$6k Life Insurance Commissions and Booked 30 Ideal Client Appointments with Construction Business Owners

"My pipeline got full as soon as I launched."
Chris
Financial Planner

$8k-$10k in Revenue ($100k in potential Revenue) Generated from 1 Ideal Client

"I'm seen as a trusted advisor by the prospects I speak to everyday."
Jason (Barnum FG)
Financial Planner

$20k in Commissions via AUM and Insurance Deals in 2 Months

20+ Appointments / Month

"Finally I have something that is predictable and consistent that does prospecting for me day in and day out."
Lee (Lending)
Loan Consultant

$18M Loan Construction Loans Prospect Generated

11-22 Ideal Client/COI Appointments/Month

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"I would have never gotten in front of such ideal clients if I stuck to relying on referrals."
Yancey
Financial Advisor

$7.5k in IUL commissions in 2 months.12-16 ideal client appointments per month.

"This system helps me have a follow up process which I didn't have before."
Jason
Financial Advisor

$10k in Commissions and 12 Ideal Client Appointments Per Month

"I finally have a processes to fill my pipeline between my seminars."
Chris
Financial Advisor

14+ Appointments / Month

$3M AUM Inbound Appointment

"I Did Almost Nothing And The Appointment Came In Automatically"
Lila
Investment Advisor

$25k of New Annual Recurring Revenue

"I was able to get passed my limiting beliefs and only work with ideal clients."
Chris
Senior Wealth Advisor

10+ Appointments Per Month

$750k AUM Within 2 Months Of Launch

"I Took A Few Years To Try To Figure Out LinkedIn With No Success...The SLS Framework Gives You A Pathway To Follow To Get Results!"
Robert
CEO Rothenberg Capital Management

50+ Appointments / Month

"If You're Willing To Put A Little Bit Of Work On The Front End, The Investment Will Pay For Itself In Spades"
Jay
Financial Planner

$25k in Commissions Added and 15+ Ideal Client Appts/Month

"I no longer have to rely on client referrals and have an independent source of clients."
Alex (Associate Advisor)
Associate Advisor

$700k in AUM

$15k in Life Insurance commissions

Pipeline:

$800k Pension

Biz Owner with $500k AUM with 3 Businesses

$45k in Life Insurance Policies

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"Before using the SLS Framework I wasted a lot of money in other marketing companies."
Jon
Financial Advisor

10+ Appointments / Week

5 Deals Closed

"This Investment In My Business Has Allowed Me To Have The Consistency Of Appointments On My Calendar"
Kevin
Financial Advisor
"I finally have a way to be able to look at my pipeline for months to come."
Kyle
Investment Advisor

$250k AUM Client and 15+ Ideal Client Appointments in 1 Month

"I'm able to consistently bring value to clients that are Ideal. This means a lot especially since I'm independent."
Jurie (South Africa)
Financial Planner
"Barely 20 Days from Launch I got my first ideal client in."
Noah
Junior Financial Advisor

7 Virtual Appointments With Ideal Clients in 1 Month

"I finally know who are my ideal clients and to target them, all in an automated and virtual way."
Christopher
Insurance Agent

11-22 Ideal Client Appointments Per Month

"I'm finally able to be confident in my value statement and services."
Muizz
Financial Planner

14 Ideal Client Appointments (HNW Incorporated Medical Professionals)

"The biggest win is getting 14 ideal client appointments in little under a month from joining"
Scott
Financial Planner
"The client success team has kept me accountable to make sure I stay consistent so that I get the results, despite how busy I get".
Niket
Insurance Advisor

20 Appointments Per Month With Medical Business Owners

"I don't have to go knock on doors or be blocked off by gated communities. I can prospect anywhere from anywhere."
Shaun
Financial & Insurance Advisor

10 - 20+ Appointments / Month

"I Cannot Keep Up With The Amount of Opportunities."
Dillon
Investment Advisor Representative

Dillon is booking is 2 to 3 ideal client appointments per week

Prospects in the cold market respond positively to his messages

‍

"maybe 4 or 5 total who have actually been a little upset just because of the cold Outreach compared to the literal hundreds and hundreds who have said things like you just reached out to me at the perfect time I have always been thinking about this…"
Peter
First VP - Financial Advisor

20+ Appointments / Month

"This System Is Structured, Methodical, Repeatable and It's Scalable"
Dilip
Insurance Agent

Dilip invites those on the edge to invest in themselves suing the SLS

through the SLS he can initiate and track conversations with ideal recruits on LinkedIn

"SLS is the best system to integrate such business strategies."
Jason
Financial Planner

11+ Appointments / Month

"This SLS Framework Is Now Keeping My Pipeline Consistent with New Qualified Appointments With My Ideal Clients"
Philip
Wealth Management Advisor

15+ Appointments / Month

"The SLS Framework Essentially Streamlined My Processes With Very Powerful Means"
Yvonne
Financial Advisor

25+ Appointments / Month

"This Investment Has Allowed My Business To Have A Solid Foundation To Rely On For The Next 20 Years"
Jamie
Investment Advisor

14+ Appointments / Month

"The Money Spent On The Course Plus My Time Put Into It, Is Already A Good Win"
Chris
Financial Advisor

14+ Appointments / Month

"If Anybody Can Put Their Head Down and Do The Work...You're Going To Get So Much Value"
Vinh
Investment Advisor
"I Finally Have A Predictable Sales Process Now To My Business"
RJ
Agency Owner - Financial Advisor
"I Use This System For Both Prospecting and Recruiting. The SLS Framework Gave Our Agency A Competitive Advantage Over Other Agencies"
MJ
Partner - Insurance Broker
"The Support That I've Received To Improve My Business Has Been Astronomical"
Bill
Financial Advisor
"I get qualified appointments every week with top execs in my industry."
Mike
Financial & Insurance Advisor
How Mike Got 3 Inbounds Leads & Laser-Focus On Ideal Clients
Jonathan
Financial Planner
Our Niche Selection Process Gave Him The Ability To Generate Qualified Meetings
Tim L
Financial Advisor
Tim Talks About His Experience So Far
Jim
Wealth Manager
Jim Sharing His Experience On Moving Towards A Virtual & National Business Structure
Chad
Financial & Insurance Advisor - Agency Owner
"We Really Wanted To Target a Specific Group Of People And Have An Effective Way To Generate Meetings With Them"
Michael (Australia Financial Advisor)
Financial Advisor (Australia)
Michael (FA) Talks About Using The SLS Framework In Australian Client
Rohan
Investment Advisor
Rohan Talking About His Experience Finding The Right Approach & Niche
Phillip
Independent Firm Owner
Phillip Shares About What Motivates Him to Grow His Business
Ed (Financial Services Provider)
Financial Services Provider
Ed Talks About the Full SLS Package
Chris
Financial Advisor
"The Coaching Component Of Your Course Is Truly Valuable"
Bonnie
Senior Financial Planner
"I Have Spent Thousands of Dollars For Coaches and Coaching Programs and I Cannot Believe How Much Is Packed Into This Mastermind"
Darren
Financial Advisor
"I Highly Recommend Anybody Who Has To Generate Leads To Take The Course"
Bob
Financial Advisor
Bob Talks About the Importance of Nichework
Dillon
Investment Advisor
"I needed a pie in the sky"
Alex
Financial Advisor
Alex Sharing His Experience Around Niching
Blair
Principle - Financial Advisor
Blair Shares His Takeaways With Our SLS Framework
Christopher
Insurance Advisor
Christopher Shares Why He Joined The Program
Jane
Financial Planner
Jane Shares Her Thoughts About Finally Finding A Perfect Niche For Her Practice
John
Financial Advisor - Agency Owner
John Shares His Experience About Niching With Our SLS Framework
Jonathan
Financial Advisor
Jonathan Shares How The SLS Framework Affected His Practice Sales Process
Richard
Wealth Planner
Richard Shares Why He Joined The SLS Framework Mastermind
Steve
Financial Advisor
Steve Shares Why He Wants To Use The SLS Framework To Be A Virtual Advisor
Wendy
Investment Advisor
Wendy Shares Why She Wanted To Join Our Program
Dilip
Insurance Advisor
Dilip Shares His Experience So Far With Some Of The Systems Of The SLS Framework
Chris
AVP, Financial Advisor
Chris Shares His Experience About His Experience With Our Coaching Component
Dominic
Financial Advisor - Agency Owner
Dominic Shares What Made Him Join Our Program
Glenn
Insurance Specialist
Glenn Shares What Experience In Our Program
Kelsi
Financial Planner
Kelsi Shares Her Experience In Our Program
Mike
Commercial Insurance Advisor
Mike Shares Why It Was Important To Implement The SLS Framework To Prospect Outside His Local Area
Michael
Investment Advisor
Mike Shares Why It Was CRUCIAL To Implement Our SLS Framework In His Practice
Mitch
Financial Advisor
Mitch Shares Why He Needed The SLS Framework In His Practice
Omar
Private Wealth Advisor
Omar Shares Why He Joined The SLS Framework
Owen
Financial Advisor
Owen Shares Why Automation Is Important And Why He Joined The SLS Framework
Richelle
Financial Advisor
Richelle Shares What Made Her Decide To Join Our Program
Robert
Wealth Advisor
Robert Shares Some Of Experience In Our Program
Client Love

What Our Clients Say

Real messages from our clients
Compliance

Compliance Friendly For Direct Results

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.

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