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

Our customers are part of these leading organizations

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Client Success Stories

Sizen, Investment & Retirement Planner

After Joining The SLS Framework..My Entire Business Structure Has Changed
20+ Appointments / Month
2.5MIL AUM / 45K Income Closed in 4 Months

Rick, Commercial Insurance Advisor

"I Have Been In The Business For 35 Years And This Is The Best Way I Have Ever Seen Lead Generation Done"
45K In Premiums in 1 Month of Launch
20+ Appointments / Month

I Cannot Keep Up With The Amount of Opportunities.
10 - 20+ Appointments / Month

Chris, Senior Wealth Advisor

"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!"
10+ Appointments Per Month
750k AUM Within 2 Months Of Launch

Shaun, Financial & Insurance Advisor

Elliot, Life Insurance Advisor

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"I Wake Up and Have Prospects Waiting And Appointments Booked On My calendar."
123k Life Insurance Premiums Closed
20-30 Qualified Appts /Month

Dan, Health Insurance Advisor

"Before Joining, Everything Was A Manual Outreach And Now I Finally Have A Strong Addition To My Business"
31+ Appointments / Month
161K Closed Health Insurance Premiums

Yvonne, Financial Advisor

""This Investment Has Allowed My Business To Have A Solid Foundation To Rely On For The Next 20 Years"
25+ Appointments / Month

Hugo, Junior Investment Advisor

"This Is The Best ROI I Have Invested In My Life"
200k In AUM
30+ Appointments/Month

Peter, First VP - Financial Advisor

"This System Is Structured, Methodical, Repeatable and It's Scalable"
5 Appointments / Week

"If You're Willing To Put A Little Bit Of Work On The Front End, The Investment Will Pay For Itself In Spades"
50+ Appointments / Month

Robert, CEO
Rothenberg Capital Management

Philip, Wealth Management Advisor

"The SLS Framework Essentially Streamlined My Processes With Very Powerful Means"
15+ Appointments / Month

Jamie, Investment Advisor

The Money Spent On The Course Plus My Time Put Into It, Is Already A Good Win.
14+ Appointments / Month

Chris, Financial Advisor

"If Anybody Can Put Their Head Down and Do The Work...You're Going To Get So Much Value"
12+ Appointments / Month

Vinh , Investment Advisor

"I Finally Have A Predictable Sales Process Now To My Business"

RJ, Agency Owner (FA)

"I Use This System For Both Prospecting and Recruiting. The SLS Framework Gave Our Agency A Competitive Advantage Over Other Agencies"

How Mike Got 3 Inbounds Leads & Laser-Focus On Ideal Clients

Jonathan, Financial Advisor

Our Niche Selection Process Gave Him The Ability To Generate Qualified Meetings

Mike, Insurance Advisor

Jim, Wealth Manager

Jim Sharing His Experience On Moving Towards A Virtual & National Business Structure

Chad, Financial & Insurance Advisor

"We Really Wanted To Target a Specific Group Of People And Have An Effective Way To Generate Meetings With Them"

Vinh, Investment Advisor

Vinh Sharing His Experience Working With Us

"The Coaching Component Of Your Course Is Truly Valuable"

Chris, Financial Advisor

Rohan Talking About His Experience Finding The Right Approach & Niche

Rohan, Investment Advisor

"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"

Bonnie, Senior Financial Planner

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