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.

Alex (Associate Advisor)

Associate Advisor

$700k in AUM

$15k in Life Insurance commissions

Pipeline:

$800k Pension

Biz Owner with $500k AUM with 3 Businesses

$45k in Life Insurance Policies

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

Eric

Financial Advisor

$21.5k in New Revenue and 4 Deals Closed in 30 Days from Launch

10 Ideal Client Conversations Generated Per Day

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You reached out to me a year ago and I wish I knew, it’s possible to obtain a client in the first week of launching.

Spencer

Holistic and Life Insurance Advisor

Spencer Hunt closes a $1500 deal in just the first week of building his pipeline full of Small Business Owners.

"There's really no one out there reaching out to these people in this way".

Justin

Financial Advisor

Justin has already scheduled over 17 calls total the first month he launched and has 6 calls already lined up for second month using the SLS Framework. He has already closed over $250K in AUM.

"This system has saved me 8 hours of work daily. 2024 is going to be the biggest year ever"

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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