How To Scale Your Practice As An Advisor By Adding 11-22 Qualified Virtual Appointments Per Month Using Our SLS Framework

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Case Studies

Client Success Stories

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

Kassim

Investment Advisor and Life Insurance Advisor

Kassim booked 4 Ideal Clients Appointments and

$7000 in Commissions in a Week Using the SLS Framework

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"... this (The SLS Framework) is a fantastic way to build that foundation to help people in a much broader than just asking your friend: hey who four people I could talk to"

K L

Financial Planner

$30k in commissions generated in 1.5 months

15 ideal clients appointments generated

"The SLS pushed to go into action...the results I got surprised me because of the level of trust I got from prospects"

Grace

Strategic Financial Planner & Wealth Advisor

The SLS Framework helped her identify her niche

Through the SLS Framework she was able to get remotely to those who need her solution

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"If someone wants to get more leads definitely it's the place to be...the automation is the future!"

Noah

Junior Financial Advisor

7 Virtual Appointments With Ideal Clients in 1 Month

"I finally know who are my ideal clients and to target them, all in an automated and virtual way."

Client Love

What Our Clients Say

Real messages from our clients

Compliance

Compliance Friendly For Direct Results

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

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