$75M in AUM in 12 Months
$200k of Annual Revenue
22-32+ Qualified Appts /Month
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$85k in Commissions (ARR) in 6 Months
$358k Group Health Insurance Premiums
31+ Appointments / Month
$173k in Commissions in 8 Months
$171k Annual Life Insurance Premiums Closed
30+ Appointments / Month
$55k in Commissions in 5 Months (ARR)
$500K Commercial P&C Premiums
20+ Appointments / Month
$2.5M AUM / $45K in Commissions in 4 Months
20+ Appointments / Month
401k/Pension Plan Leads
14+ Appointments / Month
$3M AUM Inbound Appointment
10+ Appointments Per Month
$750k AUM Within 2 Months Of Launch
$10M in AUM and $100k in ARR in 6 Months
40+ Ideal Client Appointments / Month
$500k in Commissions with HNW Medical Professionals in 6 Months
Estate Planning, Life Insurance, Wealth Management
32+ Appointments / Month
$36k in Commissions Closed in 20 Days from Joining
30+ Ideal Client Appointments Generated
$50k+ In New Revenue Generated In 60 Days From Launch
$3M in AUM Added & $100k Life Insurance Policy Closed
15+ Appointments / Month With Ultra High Net Worth Estate Planning Leads
$3M in AUM / $40k in Commissions & $15k ARR In 2 Months
20+Appointments/Month
$20k of Insurance Commissions Added in first 30 Days of Launch
25 Appts Per Month W/ Restaurant Owners
$36k of Annual Revenue / 2MIL+AUM in 6 Weeks
25+ Ideal Client Appointments / Month
$55k in Commissions in 45 Days
15+ Appointments / Week
4 Deals Closed
$10k Annual Revenue / 1MIL AUM Lead in 30 Days
15+ Ideal Client Appointments / Month
BioTech Execs Niche
$5k of Annual Revenue Lead / 500k AUM
15+ Ideal Client Appointments / Month
4 Insurance Advisors Recruited
15+ Meetings / Month
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
2x $1M Policies
UHNWI Leads Generated
In 4 Weeks
$6k Life Insurance Commissions and Booked 30 Ideal Client Appointments with Construction Business Owners
$8k-$10k in Revenue ($100k in potential Revenue) Generated from 1 Ideal Client
$20k in Commissions via AUM and Insurance Deals in 2 Months
20+ Appointments / Month
$1.05M in Working Capital Lent
11-22 Ideal Client/COI Appointments/Month
$7.5k in IUL commissions in 2 months.12-16 ideal client appointments per month.
$10k in Commissions and 12 Ideal Client Appointments Per Month
$25k of New Annual Recurring Revenue
50+ Appointments / Month
$25k in Commissions Added and 15+ Ideal Client Appts/Month
$700k in AUM
$15k in Life Insurance commissions
Pipeline:
$800k Pension
Biz Owner with $500k AUM with 3 Businesses
$45k in Life Insurance Policies
$21.5k in New Revenue and 4 Deals Closed in 30 Days from Launch
10 Ideal Client Conversations Generated Per Day
10+ Appointments / Week
5 Deals Closed
$250k AUM Client and 15+ Ideal Client Appointments in 1 Month
Kassim booked 4 Ideal Clients Appointments and
$7000 in Commissions in a Week Using the SLS Framework
7 Virtual Appointments With Ideal Clients in 1 Month
11-22 Ideal Client Appointments Per Month
14 Ideal Client Appointments (HNW Incorporated Medical Professionals)
20 Appointments Per Month With Medical Business Owners
15 Ideal Client Appointments Per Month
Brooke consistently conducts 8-10 calls per month with Engineers
John generates 10-15 calls with Ideal clients per month and closes 2-3 ideal clients a month
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
10 - 20+ Appointments / Month
Dillon is booking is 2 to 3 ideal client appointments per week
Prospects in the cold market respond positively to his messages
20+ Appointments / Month
How Dilip (Insurance Advisor) Gets Consistent Ideal Recruit Appointments Per Month
11+ Appointments / Month
15+ Appointments / Month
25+ Appointments / Month
14+ Appointments / Month
14+ Appointments / Month
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