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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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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.

Tea

Financial & Insurance Advisor

$55k in Commissions in 45 Days
‍
15+ Appointments / Week

4 Deals Closed

"This Has Been A Dream Of Mine For So Long, To Come Back From Vacation With A Calendar Full Of Appointments!"

Ryan

Financial Advisor

$10k Annual Revenue / 1MIL AUM Lead in 30 Days

15+ Ideal Client Appointments / Month

BioTech Execs Niche

"This is a lot more focused and result oriented than SmartAssets."

Deane

Financial Advisor

$5k of Annual Revenue Lead / 500k AUM
‍
15+ Ideal Client Appointments / Month

"This system will allow me to add 4 ideal clients a month if not more than that."

Nicholas

Agency Director - Insurance Brokerage

4 Insurance Advisors Recruited

15+ Meetings / Month

"The Time Saving Component Of This SLS Framework Allows My Business To Recruit Top Tier Talent"

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.

17,486

Number of qualified appointments generated with ideal clients for our customers

10+ Years

We’ve been in the industry for over 10 years and we’re are on track to become market leaders.

$102.8M

The estimated revenue value we’ve added to our customers' businesses.

Ready to get results like these?

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