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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.
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."
Michael
Senior Financial Advisor

How Michael generated 100 appointments and secured 10 closed deals using our SLS Framework

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"The conversations and conversions were smooth and easy and I'm pleased with what we've got going with LUX"
Shaun
Financial & Insurance Advisor

10 - 20+ Appointments / Month

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