Book a discovery call

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.

Ramzi Malas

Financial Planner

$75M in AUM in 12 Months

$200k of Annual Revenue

22-32+ Qualified Appts /Month

"I have been part of the top 20 Financial Planners in Canada using strategies of my own."

Lux Clients

Compilation Video

Hear what some of our clients have to say in a single video!

‍

Tyler M

VP - Investment Advisor

$10M in AUM and $100k in ARR in 6 Months

40+ Ideal Client Appointments / Month

"I feel lazy because I can't keep up with the amount of ideal clients reaching out."

Seema

Financial Planner

$500k in Commissions with HNW Medical Professionals in 6 Months

Estate Planning, Life Insurance, Wealth Management

32+ Appointments / Month

"The SLS Framework Has Allowed Me To Meet HNW Medical Specialists Virtually"

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?

Schedule a call with our team to get started

Book a discovery call