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

Our Clients

Our customers are part of these leading organizations

Case Studies

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

Financial Planner

$3M in AUM ($15k ARR) / $40k in Commissions from IULs In 2 Months
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20+Appointments/Month

"Before using the SLS Framework I wasted a lot of money in other marketing companies."

Commercial Insurance Advisor

$55k in Annual Commissions in 5 Months (ARR)

$500K Commercial P&C Premiums

20+ Appointments / Month

"I Have Been In The Business For 35 Years And This Is The Best Way I Have Ever Seen Lead Generation Done"

Insurance Agent

$20k of Insurance Commissions Added in first 30 Days of Launch

25 Appts Per Month W/ Restaurant Owners

"I am getting referral like leads and I finally have way to predictably get ideal client appointments."

Financial Planner

$36k in Commissions / 2MIL+AUM in 6 Weeks
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25+ Ideal Client Appointments / Month

"I'm finally working with ideal clients, virtually and have a great time working on my business rather than in my business."

Client Love

Real messages from our clients

Compliance

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