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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

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.
Financial Planner

$27k in Commissions Closed in 20 Days

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."
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!"
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!"
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"
Financial Advisor

14+ Appointments / Month

$3M AUM Inbound Appointment

"I Did Almost Nothing And The Appointment Came In Automatically"
Client Love

What Our Clients Say

Real messages from our clients

Results Focused,
Compliance Vigilant

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

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.
The estimated revenue value we’ve added to our customers' businesses.

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