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.

Ryan

Financial Advisor

$10k Annual Revenue / 1MIL AUM Lead in 30 Days

15+ Ideal Client Appointments / Month

BioTech Execs Niche

"This is a lot more focused and result oriented than SmartAssets."

Deane

Financial Advisor

$5k of Annual Revenue Lead / 500k AUM
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15+ Ideal Client Appointments / Month

"This system will allow me to add 4 ideal clients a month if not more than that."

Molly

Investment Advisor

Total Pipeline: $26k in Commissions in 1 Month from Launch

Closed Pipeline: $9k total. $5k in commission from 1 client.

20 Ideal Client Appointments Per Month

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"... I know that every week I´m going to have these calls, if not just the discovery call it´s going to go to the next appointment which is the Zoom. So that way I am very satisfied and sometimes overwhelmed by the kind of response that I get "

Nancy

Executive Marketing Director

How Nancy (GFI) Built a Scalable Recruiting System & Now Books 30–40 Qualified Appointments Every Month With 3 Recruits in Her First Month

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“My calendar is full every day with 5–6 solid conversations — zero cold calls, zero ad spend. This is the explosion I’ve always been looking for.”

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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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