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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.

K L

Financial Planner

$30k in commissions generated in 1.5 months

15 ideal clients appointments generated

"The SLS pushed to go into action...the results I got surprised me because of the level of trust I got from prospects"

Grace

Strategic Financial Planner & Wealth Advisor

The SLS Framework helped her identify her niche

Through the SLS Framework she was able to get remotely to those who need her solution

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"If someone wants to get more leads definitely it's the place to be...the automation is the future!"

Noah

Junior Financial Advisor

7 Virtual Appointments With Ideal Clients in 1 Month

"I finally know who are my ideal clients and to target them, all in an automated and virtual way."

Christopher

Insurance Agent

11-22 Ideal Client Appointments Per Month

"I'm finally able to be confident in my value statement and services."

Muizz

Financial Planner

14 Ideal Client Appointments (HNW Incorporated Medical Professionals)

"The biggest win is getting 14 ideal client appointments in little under a month from joining"

Scott

Financial Planner

"The client success team has kept me accountable to make sure I stay consistent so that I get the results, despite how busy I get".

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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