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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.

Travis

VP - Investments

$50k+ In New Revenue Generated

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

5+ Appointments in 9 Days With Ultra High Net Worth Estate Planning Leads

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

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."

Tyler M

VP - Investment Advisor

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

90+ Ideal Client Appointments

"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."

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!"

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."

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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