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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.

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"

Steven

Financial Planner

$36k in Commissions Closed in 20 Days from Joining
‍
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."

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

‍

"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."

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"

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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