Investment Advisor Representative

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

Prospects in the cold market respond positively to his messages

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.

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

$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"

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