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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Case Studies

Client Success Stories

Explore our case studies and find out how our clients are consistently generating virtual meetings with our SLS Framework.

Garrett Williamson

Financial Advisor

Garrett Williamson has already gotten 6 appointments and 1 potential close using the SLS Framework and now has a lead generation system to use for life.

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"Love the LinkedIn automation took."

Casey

Financial Advisor

The SLS Framework helped him automate and expand his out reach to his ideal clients, highly compensated Tech executives in Fortune 500 Companies

Through the SLS Framework he was able single handedly to contact and close highly compensated, while attending to his growing practice in a simple and reptable process.

"...it's a lot easier for using mutual connections or Linkedin to really go after the people that we want to meet."

Shaun

Financial & Insurance Advisor

10 - 20+ Appointments / Month

"I Cannot Keep Up With The Amount of Opportunities."

Dillon

Investment Advisor Representative

Dillon is booking is 2 to 3 ideal client appointments per week

Prospects in the cold market respond positively to his messages

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"maybe 4 or 5 total who have actually been a little upset just because of the cold Outreach compared to the literal hundreds and hundreds who have said things like you just reached out to me at the perfect time I have always been thinking about this…"