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!

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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.

Lindsay

Financial Advisor

Lindsay conducts over 24 calls per month with Ideal Clients and Recruits

She closed 2 clients and 1 recruit in her first month and 3 clients in her 2nd month

“Now I just go about my day and I have appointments booked for months to come.”

Van

Financial Advisor

How Van Generates $17k of Commission with Nurses

"My main goal was to do less buying of leads, make it more organic, and to define a consistent stream to control myself."

Chris

Financial Advisor

Chris solves his prospecting challenges and generates 40 meetings with ideal clients per month

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"There is 0 percent doubt in my mind that THIS is the solution"

Natalie McFarlane (Launch Legacy)

Insurance/CEO

Natalie and Patrick from Launch Legacy have seen results since implementing this SLS framework. From just weeks of using it they have generated around 12 appointments and over $60K in the pipeline.

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"I've tried so many other systems. This one is very powerful"

Garrett Williamson

Financial Advisor

Garrett Williamson has already gotten 6 appointments and 1 potential close using the SLS Framework and now has a lead generation system to use for life.

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"Love the LinkedIn automation took."

Casey

Financial Advisor

The SLS Framework helped him automate and expand his out reach to his ideal clients, highly compensated Tech executives in Fortune 500 Companies

Through the SLS Framework he was able single handedly to contact and close highly compensated, while attending to his growing practice in a simple and reptable process.

"...it's a lot easier for using mutual connections or Linkedin to really go after the people that we want to meet."