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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.

Sizen

Financial Planner

$2.5M AUM / $45K in Commissions in 4 Months

20+ Appointments / Month

401k/Pension Plan Leads

"After Joining The SLS Framework.. My Entire Business Structure Has Changed."

David (WFG)

Licensed Associate

2x $1M Policies

UHNWI Leads Generated

In 4 Weeks

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"I already have to hire an assistant due to how many appointments and demand I've been getting from just the few weeks that I've launched."

Jessica (The-Cooperators)

Financial Advisor

$6k Life Insurance Commissions and Booked 30 Ideal Client Appointments with Construction Business Owners

"My pipeline got full as soon as I launched."

Chris

Financial Planner

$8k-$10k in Revenue ($100k in potential Revenue) Generated from 1 Ideal Client

"I'm seen as a trusted advisor by the prospects I speak to everyday."

Jason (Barnum FG)

Financial Planner

$20k in Commissions via AUM and Insurance Deals in 2 Months

20+ Appointments / Month

"Finally I have something that is predictable and consistent that does prospecting for me day in and day out."

Lee

Commercial Loan Consultant

$1.05M in Working Capital Lent

11-22 Ideal Client/COI Appointments/Month

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"I would have never gotten in front of such ideal clients if I stuck to relying on referrals."

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.

Ready to get results like these?

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