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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.

Ike

Financial Advisor

15 Ideal Client Appointments Per Month

"the truth is that my calendar is full, I´m swamped right...every day I´m speaking to someone ."

Brooke

Financial Planner

Brooke consistently conducts 8-10 calls per month with Engineers

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“You put in the hard work at first, and it pays off BIG TIME.”

John

Financial Advisor

John generates 10-15 calls with Ideal clients per month and closes 2-3 ideal clients a month

“When someone’s telling YOU they want to talk to you, there’s your opportunity.”

Lindsay

Financial Advisor

Lindsay conducts over 24 calls per month with Ideal Clients and Recruits

She closed 2 clients and 1 recruit in her first month and 3 clients in her 2nd month

“Now I just go about my day and I have appointments booked for months to come.”

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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