Bill

Financial Advisor
Success Stories

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Explore our case studies 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."

$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

20-30 Qualified Appts /Month

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

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