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Our Clients

Our customers are part of these leading organizations

Case Studies

Client Success Stories

Explore our case studies and find out how our clients are consistently generating virtual meetings with our SLS Framework.
Ramzi Malas
Financial Planner

$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."
Seema
Financial Planner

$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"
Sizen
Financial Planner

$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."
Client Love

What Our Clients Say

Real messages from our clients
Compliance

Results Focused,
Compliance Vigilant

With SEC, FINRA, FFIEC, FTC, IIROC, MFDA coverage, apply concepts with confidence and your organization’s approval.