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

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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.

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"

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"

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.

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