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How To Scale Your Practice As An Advisor By Adding 11-22 Qualified Virtual Appointments Per Month Using Our SLS Framework

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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.

Lux Clients

Compilation Video

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

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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"

Travis

VP - Investments

$50k+ In New Revenue Generated In 60 Days From Launch

$3M in AUM Added & $100k Life Insurance Policy Closed

15+ Appointments / Month With Ultra High Net Worth Estate Planning Leads

"This System is Like The Tinder for Financial Planners... Appointments with Ideal Clients on Demand!"

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."

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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