Success Stories

Explore our client success stories and find out how our clients are consistently generating virtual meetings with our SLS Framework™

$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."

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

$85k in Commissions (ARR) in 6 Months

$358k Group Health Insurance Premiums

31+ Appointments / Month

"Before Joining, Everything Was A Manual Outreach And Now I Finally Have A Strong Addition To My Business"

$173k in Commissions in 8 Months

$171k Annual Life Insurance Premiums Closed

30+ Appointments / Month

"I Wake Up and Have Prospects Waiting And Appointments Booked On My calendar."

$55k in Annual Commissions in 5 Months (ARR)

$500K Commercial P&C Premiums

20+ Appointments / Month

"I Have Been In The Business For 35 Years And This Is The Best Way I Have Ever Seen Lead Generation Done"

$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."

14+ Appointments / Month

$3M AUM Inbound Appointment

"I Did Almost Nothing And The Appointment Came In Automatically"

10+ Appointments Per Month

$750k AUM Within 2 Months Of Launch

"I Took A Few Years To Try To Figure Out LinkedIn With No Success...The SLS Framework Gives You A Pathway To Follow To Get Results!"

$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."

$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"

$36k in Commissions Closed in 20 Days from Joining

30+ Ideal Client Appointments Generated

"I'm getting Ideal Clients appointments barely 3 weeks after joining the program."

$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

"This System is Like The Tinder for Financial Planners... Appointments with Ideal Clients on Demand!"

$3M in AUM ($15k ARR) / $40k in Commissions from IULs In 2 Months


"Before using the SLS Framework I wasted a lot of money in other marketing companies."

$20k of Insurance Commissions Added in first 30 Days of Launch

25 Appts Per Month W/ Restaurant Owners

"I am getting referral like leads and I finally have way to predictably get ideal client appointments."

$36k in Commissions / 2MIL+AUM in 6 Weeks

25+ Ideal Client Appointments / Month

"I'm finally working with ideal clients, virtually and have a great time working on my business rather than in my business."

$55k in Commissions in 45 Days

15+ Appointments / Week

4 Deals Closed

"This Has Been A Dream Of Mine For So Long, To Come Back From Vacation With A Calendar Full Of Appointments!"

$10k Annual Revenue / 1MIL AUM Lead in 30 Days

15+ Ideal Client Appointments / Month

BioTech Execs Niche

"This is a lot more focused and result oriented than SmartAssets."

$5k of Annual Revenue Lead / 500k AUM

15+ Ideal Client Appointments / Month

"This system will allow me to add 4 ideal clients a month if not more than that."

4 Insurance Advisors Recruited

15+ Meetings / Month

"The Time Saving Component Of This SLS Framework Allows My Business To Recruit Top Tier Talent"

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 "

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."

$6k Life Insurance Commissions and Booked 30 Ideal Client Appointments with Construction Business Owners

"My pipeline got full as soon as I launched."

$8k-$10k in Revenue ($100k in potential Revenue) Generated from 1 Ideal Client

"I'm seen as a trusted advisor by the prospects I speak to everyday."

$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."

$1.05M in Working Capital Lent

11-22 Ideal Client/COI Appointments/Month

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

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

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

$7.5k in IUL commissions in 2 months.12-16 ideal client appointments per month.

"This system helps me have a follow up process which I didn't have before."

$10k in Commissions and 12 Ideal Client Appointments Per Month

"I finally have a processes to fill my pipeline between my seminars."

$25k of New Annual Recurring Revenue

"I was able to get passed my limiting beliefs and only work with ideal clients."

50+ Appointments / Month

"If You're Willing To Put A Little Bit Of Work On The Front End, The Investment Will Pay For Itself In Spades"

$25k in Commissions Added and 15+ Ideal Client Appts/Month

"I no longer have to rely on client referrals and have an independent source of clients."

$700k in AUM

$15k in Life Insurance commissions


$800k Pension

Biz Owner with $500k AUM with 3 Businesses

$45k in Life Insurance Policies

"Before using the SLS Framework I wasted a lot of money in other marketing companies."

$21.5k in New Revenue and 4 Deals Closed in 30 Days from Launch

10 Ideal Client Conversations Generated Per Day

You reached out to me a year ago and I wish I knew, it’s possible to obtain a client in the first week of launching.

Spencer Hunt closes a $1500 deal in just the first week of building his pipeline full of Small Business Owners.

"There's really no one out there reaching out to these people in this way".

Justin has already scheduled over 17 calls total the first month he launched and has 6 calls already lined up for second month using the SLS Framework. He has already closed over $250K in AUM.

"This system has saved me 8 hours of work daily. 2024 is going to be the biggest year ever"

10+ Appointments / Week

5 Deals Closed

"This Investment In My Business Has Allowed Me To Have The Consistency Of Appointments On My Calendar"
"I finally have a way to be able to look at my pipeline for months to come."

$250k AUM Client and 15+ Ideal Client Appointments in 1 Month

"I'm able to consistently bring value to clients that are Ideal. This means a lot especially since I'm independent."
"Barely 20 Days from Launch I got my first ideal client in."

Kassim booked 4 Ideal Clients Appointments and

$7000 in Commissions in a Week Using the SLS Framework

"... this (The SLS Framework) is a fantastic way to build that foundation to help people in a much broader than just asking your friend: hey who four people I could talk to"

$30k in commissions generated in 1.5 months

15 ideal clients appointments generated

"The SLS pushed to go into action...the results I got surprised me because of the level of trust I got from prospects"

The SLS Framework helped her identify her niche

Through the SLS Framework she was able to get remotely to those who need her solution

"If someone wants to get more leads definitely it's the place to be...the automation is the future!"

7 Virtual Appointments With Ideal Clients in 1 Month

"I finally know who are my ideal clients and to target them, all in an automated and virtual way."

11-22 Ideal Client Appointments Per Month

"I'm finally able to be confident in my value statement and services."

14 Ideal Client Appointments (HNW Incorporated Medical Professionals)

"The biggest win is getting 14 ideal client appointments in little under a month from joining"
"The client success team has kept me accountable to make sure I stay consistent so that I get the results, despite how busy I get".

20 Appointments Per Month With Medical Business Owners

"I don't have to go knock on doors or be blocked off by gated communities. I can prospect anywhere from anywhere."

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 consistently conducts 8-10 calls per month with Engineers

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

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 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.”

How Van Generates $17k of Commission with Nurses

"My main goal was to do less buying of leads, make it more organic, and to define a consistent stream to control myself."

Chris solves his prospecting challenges and generates 40 meetings with ideal clients per month

"There is 0 percent doubt in my mind that THIS is the solution"

Natalie and Patrick from Launch Legacy have seen results since implementing this SLS framework. From just weeks of using it they have generated around 12 appointments and over $60K in the pipeline.

"I've tried so many other systems. This one is very powerful"

Garrett Williamson has already gotten 6 appointments and 1 potential close using the SLS Framework and now has a lead generation system to use for life.

"Love the LinkedIn automation took."

10 - 20+ Appointments / Month

"I Cannot Keep Up With The Amount of Opportunities."

Dillon is booking is 2 to 3 ideal client appointments per week

Prospects in the cold market respond positively to his messages

"maybe 4 or 5 total who have actually been a little upset just because of the cold Outreach compared to the literal hundreds and hundreds who have said things like you just reached out to me at the perfect time I have always been thinking about this…"

Karen starts getting appointments just after days of launching the SLS framework

"Loved seeing how I can reach hundreds of prospects each day"

Kelly's Consistently Generates 15 Meetings Per Week With the Framework

"It's honestly been an explosion"

George joined our SLS Framework and was looking for a more automated way of getting infront of his ideal client and has gotten more than 12 discovery calls.

George got 12 appointments using the SLS Framework

"Having an automation like this is a game changer."

Advisors must be their own marketers in order to succeed. The SLS Framework helps you with this.

20+ Appointments / Month

"This System Is Structured, Methodical, Repeatable and It's Scalable"

How Dilip (Insurance Advisor) Gets Consistent Ideal Recruit Appointments Per Month

"SLS is the best system to integrate such business strategies."

Timothy solves his prospecting challenges and generates 10 appointments in just 15 days

"It was nice to know that this works"

11+ Appointments / Month

"This SLS Framework Is Now Keeping My Pipeline Consistent with New Qualified Appointments With My Ideal Clients"

15+ Appointments / Month

"The SLS Framework Essentially Streamlined My Processes With Very Powerful Means"

25+ Appointments / Month

"This Investment Has Allowed My Business To Have A Solid Foundation To Rely On For The Next 20 Years"

14+ Appointments / Month

"The Money Spent On The Course Plus My Time Put Into It, Is Already A Good Win"

14+ Appointments / Month

"If Anybody Can Put Their Head Down and Do The Work...You're Going To Get So Much Value"
"I Use This System For Both Prospecting and Recruiting. The SLS Framework Gave Our Agency A Competitive Advantage Over Other Agencies"
"The Support That I've Received To Improve My Business Has Been Astronomical"
"I get qualified appointments every week with top execs in my industry."
How Mike Got 3 Inbounds Leads & Laser-Focus On Ideal Clients
Our Niche Selection Process Gave Him The Ability To Generate Qualified Meetings
Tim Talks About His Experience So Far
Jim Sharing His Experience On Moving Towards A Virtual & National Business Structure
"We Really Wanted To Target a Specific Group Of People And Have An Effective Way To Generate Meetings With Them"
Michael (FA) Talks About Using The SLS Framework In Australian Client
Rohan Talking About His Experience Finding The Right Approach & Niche
Phillip Shares About What Motivates Him to Grow His Business
"The Coaching Component Of Your Course Is Truly Valuable"
"I Have Spent Thousands of Dollars For Coaches and Coaching Programs and I Cannot Believe How Much Is Packed Into This Mastermind"
"I Highly Recommend Anybody Who Has To Generate Leads To Take The Course"
Bob Talks About the Importance of Nichework
Alex Sharing His Experience Around Niching
Christopher Shares Why He Joined The Program
Jane Shares Her Thoughts About Finally Finding A Perfect Niche For Her Practice
John Shares His Experience About Niching With Our SLS Framework
Jonathan Shares How The SLS Framework Affected His Practice Sales Process
Richard Shares Why He Joined The SLS Framework Mastermind
Steve Shares Why He Wants To Use The SLS Framework To Be A Virtual Advisor
Wendy Shares Why She Wanted To Join Our Program
Dilip Shares His Experience So Far With Some Of The Systems Of The SLS Framework
Chris Shares His Experience About His Experience With Our Coaching Component
Dominic Shares What Made Him Join Our Program
Glenn Shares What Experience In Our Program
Our Clients

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