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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.

Kevin

Financial Advisor

"I finally have a way to be able to look at my pipeline for months to come."

Kyle

Investment Advisor

$250k AUM Client and 15+ Ideal Client Appointments in 1 Month

"I'm able to consistently bring value to clients that are Ideal. This means a lot especially since I'm independent."

Jurie (South Africa)

Financial Planner

"Barely 20 Days from Launch I got my first ideal client in."

Kassim

Investment Advisor and Life Insurance Advisor

Kassim booked 4 Ideal Clients Appointments and

$7000 in Commissions in a Week Using the SLS Framework

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"... this (The SLS Framework) is a fantastic way to build that foundation to help people in a much broader than just asking your friend: hey who four people I could talk to"

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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