Success Stories

$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."

Elliot

Senior Investment Advisor

$173k in Commissions in 8 Months

$171k Annual Life Insurance Premiums Closed

20-30 Qualified Appts /Month

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

Sizen

Commercial Insurance Professional

$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."

Rick

Commercial Insurance Advisor

$55k in 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"

Dan

Health Insurance Professional

Health Insurance Advisor

$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"

Chris

Senior Wealth Advisor

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!"

Chris

14+ Appointments / Month

$3M AUM Inbound Appointment

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

Seema

$50k in Commissions In 1 Account - HNW Medical Surgeon

$250k AUM Closed + 750K AUM Pipeline + 47.5K Life Insurance Commissions

32+ Appointments / Month

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

Steven

$27k in Commissions Closed in 20 Days
‍
30+ Ideal Client Appointments Generated

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

Tyler M

VP - Investment Advisor

$2M in AUM and $40k in Revenue in 2 Months

90+ Ideal Client Appointments

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

Tea

Financial & Insurance Advisor

$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!"

Nicholas

Agency Director - Insurance Brokerage

4 Insurance Advisors Recruited

15+ Meetings / Month

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

Robert

CEO Rothenberg Capital Management

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"

Jon

10+ Appointments / Week

5 Deals Closed

"This Investment In My Business Has Allowed Me To Have The Consistency Of Appointments On My Calendar"

Travis

5+ Appointments in 9 Days With Ultra High Net Worth Estate Planning Leads

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

Shaun

Financial & Insurance Advisor

10 - 20+ Appointments / Month

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

Hugo

Junior Investment Advisor

$200k In AUM as a Junior

30+ Appointments/Month

"This Is The Best ROI I Have Invested In My Life"

Peter

First VP - Financial Advisor

20+ Appointments / Month

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

Jason

11+ Appointments / Month

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

Philip

Wealth Management Advisor

15+ Appointments / Month

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

Yvonne

25+ Appointments / Month

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

Jamie

14+ Appointments / Month

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

Chris

14+ Appointments / Month

"If Anybody Can Put Their Head Down and Do The Work...You're Going To Get So Much Value"

Vinh

"I Finally Have A Predictable Sales Process Now To My Business"

RJ

Agency Owner - Financial Advisor

"I Use This System For Both Prospecting and Recruiting. The SLS Framework Gave Our Agency A Competitive Advantage Over Other Agencies"

Mike

Financial & Insurance Advisor

How Mike Got 3 Inbounds Leads & Laser-Focus On Ideal Clients

MJ

Partner - Insurance Broker

"The Support That I've Received To Improve My Business Has Been Astronomical"

Bill

"I get qualified appointments every week with top execs in my industry."

Jonathan

Our Niche Selection Process Gave Him The Ability To Generate Qualified Meetings

Jim

Wealth Manager

Jim Sharing His Experience On Moving Towards A Virtual & National Business Structure

Chad

Financial & Insurance Advisor - Agency Owner

"We Really Wanted To Target a Specific Group Of People And Have An Effective Way To Generate Meetings With Them"

Rohan

Rohan Talking About His Experience Finding The Right Approach & Niche

Chris

"The Coaching Component Of Your Course Is Truly Valuable"

Bonnie

Senior Financial Planner

"I Have Spent Thousands of Dollars For Coaches and Coaching Programs and I Cannot Believe How Much Is Packed Into This Mastermind"

Darren

"I Highly Recommend Anybody Who Has To Generate Leads To Take The Course"

Alex

Health Insurance Professional

Alex Sharing His Experience Around Niching

Christopher

Christopher Shares Why He Joined The Program

Blair

Principle - Financial Advisor

Blair Shares His Takeaways With Our SLS Framework

Jane

Jane Shares Her Thoughts About Finally Finding A Perfect Niche For Her Practice

John

Financial Advisor - Agency Owner

John Shares His Experience About Niching With Our SLS Framework

Jonathan

Jonathan Shares How The SLS Framework Affected His Practice Sales Process

Martin

Martin Shares Why He Joined The SLS Framework

Noah

Noah Shares Why He Wanted To Implement Our SLS Framework

Richard

Wealth Planner

Richard Shares Why He Joined The SLS Framework Mastermind

Steve

Steve Shares Why He Wants To Use The SLS Framework To Be A Virtual Advisor

Wendy

Wendy Shares Why She Wanted To Join Our Program

Dilip

Dilip Shares His Experience So Far With Some Of The Systems Of The SLS Framework

Chris

AVP, Financial Advisor

Chris Shares His Experience About His Experience With Our Coaching Component

Dominic

Financial Advisor - Agency Owner

Dominic Shares What Made Him Join Our Program

Glenn

Insurance Specialist

Glenn Shares What Experience In Our Program

Joseph

Joseph Shares Why He Wanted To Implement The SLS Framework In His Practice

Kelsi

Commercial Insurance Professional

Kelsi Shares Her Experience In Our Program

Mike

Commercial Insurance Advisor

Mike Shares Why It Was Important To Implement The SLS Framework To Prospect Outside His Local Area

Michael

Mike Shares Why It Was CRUCIAL To Implement Our SLS Framework In His Practice

Mitch

Mitch Shares Why He Needed The SLS Framework In His Practice

Omar

Private Wealth Advisor

Omar Shares Why He Joined The SLS Framework

Owen

Owen Shares Why Automation Is Important And Why He Joined The SLS Framework

Richelle