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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.

Jason (Barnum FG)

Financial Planner

$20k in Commissions via AUM and Insurance Deals in 2 Months

20+ Appointments / Month

"Finally I have something that is predictable and consistent that does prospecting for me day in and day out."

Lee

Commercial Loan Consultant

$1.05M in Working Capital Lent

11-22 Ideal Client/COI Appointments/Month

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"I would have never gotten in front of such ideal clients if I stuck to relying on referrals."

Chris M

Investment Advisor

Chris identified his ideal clients and added 3 clients, generating him $8.8k in ARR.

"The work put in it is worth it"

Joe Moore

Financial Advisor

Joe Moore has closed over 900k in AUM and has 4M in the pipeline in just 4 months of using the SLS Framework

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''I've closed 2 deals so far!''

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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