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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Case Studies

Client Success Stories

Explore our case studies and find out how our clients are consistently generating virtual meetings with our SLS Framework.

Shaun

Financial & Insurance Advisor

10 - 20+ Appointments / Month

"I Cannot Keep Up With The Amount of Opportunities."

Dillon

Investment Advisor Representative

Dillon is booking is 2 to 3 ideal client appointments per week

Prospects in the cold market respond positively to his messages

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"maybe 4 or 5 total who have actually been a little upset just because of the cold Outreach compared to the literal hundreds and hundreds who have said things like you just reached out to me at the perfect time I have always been thinking about this…"

Karen Flores

Financial Advisor

Karen starts getting appointments just after days of launching the SLS framework

"Loved seeing how I can reach hundreds of prospects each day"

Kelly

Financial Professional

Kelly's Consistently Generates 15 Meetings Per Week With the Framework

"It's honestly been an explosion"

George

Financial Advisor

George joined our SLS Framework and was looking for a more automated way of getting infront of his ideal client and has gotten more than 12 discovery calls.

George got 12 appointments using the SLS Framework

"Having an automation like this is a game changer."