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.

Molly

Investment Advisor

Total Pipeline: $26k in Commissions in 1 Month from Launch

Closed Pipeline: $9k total. $5k in commission from 1 client.

20 Ideal Client Appointments Per Month

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"... I know that every week I´m going to have these calls, if not just the discovery call it´s going to go to the next appointment which is the Zoom. So that way I am very satisfied and sometimes overwhelmed by the kind of response that I get "

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."

David (WFG)

Licensed Associate

2x $1M Policies

UHNWI Leads Generated

In 4 Weeks

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"I already have to hire an assistant due to how many appointments and demand I've been getting from just the few weeks that I've launched."

Jessica (The-Cooperators)

Financial Advisor

$6k Life Insurance Commissions and Booked 30 Ideal Client Appointments with Construction Business Owners

"My pipeline got full as soon as I launched."

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What Our Clients Say

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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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