How To Scale Your Practice As An Advisor By Adding 11-22 Qualified Virtual Appointments Per Month Using Our SLS Framework

Book a discovery call

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.

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

‍

"... 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

‍

“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.”

Sizen

Financial Planner

$2.5M AUM / $45K in Commissions in 4 Months

20+ Appointments / Month

401k/Pension Plan Leads

"After Joining The SLS Framework.. My Entire Business Structure Has Changed."

David (WFG)

Licensed Associate

2x $1M Policies

UHNWI Leads Generated

In 4 Weeks

‍

"I already have to hire an assistant due to how many appointments and demand I've been getting from just the few weeks that I've launched."

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.

Learn the SLS Framework