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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

Without Paying For Leads or Appointments, Having Recurring Expenses, Begging for Referrals, Knocking On Doors, Doing Seminars or Webinars, Paid Ads, Mailers or Networking!

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.

Lux Clients

Compilation Video

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

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Tyler M

VP - Investment Advisor

$10M in AUM and $100k in ARR in 6 Months

40+ Ideal Client Appointments / Month

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

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"

Sean

Wealth Management Advisor

The SLS Framework helped him generate 6 HNW prospect appointments with each having 15 Million USD in AUM in 30 days.

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"..people were literally raising their hand and saying that they had interest in connecting."

Jaewan

Wealth Advisor

$15M in New AUM in 8 Months

"Being able to meet Ideal Clients virtually from all over the country has been a gamechanger"

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."

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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