Vinh

Investment Advisor
Success Stories

More Success Stories

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"

Ready to grow your business?

We'll teach you how to grow and scale your business with predictability.