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SCALEDADVISOR.COM

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Success Stories ▾

Stephanie - 2 Closed HNW Clients Within 45 DaysNarmin - $21,000 Premiums Closed
in 60 DaysRashid - $1.00 MM Closed in 30 DaysAndrew - 2 HNW Clients Closed in 60
DaysEvan - $750K AUM closed in 30 DaysEdris - $1.9 MM Closed in 120 DaysBarak -
15 to 20 App. in 29 Days
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WE HELP FINANCIAL ADVISORS GENERATE & CONVERT LEADS.



Through the power of A.I, we connect you with
qualified & engaged leads who are ready to talk.



WE HELP FINANCIAL ADVISORS GENERATE & CONVERT LEADS.



Through the power of A.I, we connect you with
qualified & engaged leads who are ready to talk.





SOFTWARE

Grow Your Financial Advisory Business
With Qualified Appointments.

A completely done-for-you marketing solution, so you can focus on serving your
clients.

Learn more


THE OLD WAY

Relying on Referrals
Cold Calling
Buying Low Quality Shared Leads
Stuck on Revenue Rollercoaster
Learn more


WITH SCALED ADVISOR

Get in-front of your ideal clients actively looking for an advisor

Receive qualified appointments exclusive to your business

Become the go-to financial advisor in your service area

Close accounts with predictability and consistency

Learn more


GROWTH & DEVELOPMENT
PROGRAMS

Step-by-step marketing, sales and service delivery materials to help you offer
high-value services such as tax planning, CFO services and wealth management to
your tax and accounting clients!

Marketing

Get leads and appointments

Pricing & Sales

Convert Clients with higher prices

Onboarding & Delivery

Systematize your firm for efficiency

Advisory Services

Learn to deliver tax planning, chief financial officer, & wealth management
services

Learn more


PACK YOUR CALENDAR WITH
15-20+ QUALIFIED
APPOINTMENTS EVERY MONTH
USING OUR PROCESS


Our team of experts generate exclusive leads using custom and compelling
strategies. These strategies are hyper-targeted to your service area attracting
interested clients. We take the burden of nurture and follow up out of your
hands. Turn contacts into life-long relationships. We contact each lead
generated, and only book appointments with the ones that are ready, willing, and
able to move forward.


ADVISORS ❤️ US







MARK - $2,000,000 AUM CLOSED & MUCH MORE IN THE PIPELINE WITHIN 60 DAYS.



Before working with us: Used to rely heavily on referrals and dinner seminars to
grow his business.

Biggest Obstacle: Getting in front of new qualified and high net-worth
individuals that want to move forward. Mark and his partner Danny came inside
the program working in a highly competitive market.  He wanted to be able to
stand out from the competition and attract new clients at will. Within the first
60 days, Mark closed his first client.
‍
‍After working with us: $2.00 MM AUM closed in 60 days. On track to bring in
another $8MM within the next few months.
‍
‍



Transformation: $2.00 MM AUM closed in 60 Days + another $8MM in the coming
months
Client: Mark
‍


JOSHUA - $1,500,000 AUM CLOSED & MUCH MORE IN THE PIPELINE WITHIN 60 DAYS.



Before working with us: Used to rely heavily on referrals and paying thousands
of dollars a month to a LinkedIn lead generation program with minimal results.
‍
Biggest Obstacle: Getting in front of new, qualified and ideal clients. Josh
wanted to specifically work with high net worth prospects that were in need of
wealth management services.  
‍
‍After working with us: $1.5 MM AUM closed in 60 days. 5 appointments/week
‍
‍



Transformation: $1.5 MM AUM closed in 60 Days + 20 Appointments/Month
Client: Joshua
‍


GORD - $900K AUM CLOSED IN 14 DAYS


Before working with us: Gord has been in the industry for over 30 years, he is
now restarting his own business and had tried multiple lead generation
companies. He had spent tens of thousands of dollars on various marketing
initiatives with little to no success.

Biggest Obstacle: Getting in front of ideal & engaged prospects.
‍
‍After working with us: After joining our program Gord was able to delegate all
prospecting efforts to his assistant and was able to spend all of his time on
client meetings and close $900K in AUM within 14 days of his first campaign
launching. Gord on average book 4 meetings per week.
‍



Transformation: $900K AUM Closed in 14 days and 15-20 Appointments/month
Client: Gord
‍


JIM - $100,000 COMMISSION CLOSED



Before working with us: Used to spend $25K/year on ZoomInfo to reach out to
business owners and rely on referrals to grow his practice.

Biggest Obstacle: Jim struggled to find a company that could actually deliver
results to help him to consistently get in front of ideal HNW clients. He was
hesitant at first, but after taking a leap of faith and working with us, he’s
very happy with the results he’s gotten through our program. 
‍
‍After working with us: $100,000 in commissions closed.
‍
‍



Transformation: $100,000 in commissions closed.
Client: Jim
‍


RALPH - 20 APPOINTMENTS/MONTH



Before working with us: Used to rely on referrals to get new clients.

Biggest Obstacle: Prior to implementing o online systems and appointment booking
processes, solely o word of mouth and referrals, which often resulted in a high
number of unqualified leads.
‍
‍After working with us: 20 Appointments/Month
‍
‍






STEPHANIE - 2 CLOSED HNW CLIENTS IN 45 DAYS


Before working with us: Relying on referrals to grow her practice.

Biggest Obstacle: It was very difficult for her to find a company that could
actually deliver results and a positive ROI. Stephanie was skeptical at first,
she made the decision to work with us and she's very happy.
‍
‍After working with us: 2 clients closed in 45 days. She's on track to hit
multiple 6 figures this year.

Quote: “ I have spoken with 7 prospects this week on the phone and was just
hired on the spot today for a full financial plan (Incorporated Profesional
Engineer) after a 30 minute discussion.  I have 3 proposals to prepare over the
weekend for the asset transfer concept (6 – 12K Par Policies) and open
discussions with all 7 of them.  This is the first time in my life that I look
forward to reaching out for the first call to a prospect.  The calls are
friendly and enjoyable and I am averaging 2 a day, every day with no end in
sight. ” - Stephanie S.
‍


Transformation: 2 Closed HNW Clients in 45 Days
Client: Stephanie
‍


BEN - $2.00 MM + 15-20 APPTS PER MONTH


Before working with us: New business came from past clients, word of mouth and
referrals. Tried other lead generation companies but found himself spending over
2 hours a day prospecting without closing any clients.
‍
Biggest Obstacle: He came into the program looking for a predictable manner to
generate appointments with new leads. Prior to working with us, he had tried a
few different strategies with little to no success.
‍
‍After working with us: $2MM Pipeline in 90 days, consistently booking 15-20
appointments per month.

‍



Transformation: $2.00 MM + 15-20 Appts Per Month
Client: Ben
‍


STAMP - 10-15 APPOINTMENTS PER MONTH



Before working with us: Used to rely on referrals & Dinner Seminars to grow his
Financial Planning Practice.

Biggest Obstacle: Not having any systems in place to take his practice online
and lack of processes to book appointments without word of mouth or referrals.
‍
‍After working with us: 10-15 Appointments Per Month Booked On His Calendar
Consistently
‍
‍



Transformation: 10-15 Appointments Per Month
Client: Stamp
‍


TARA - 2 CLIENTS CLOSED + 15-20 APPOINTMENTS/MONTH


Transformation: 2 Clients Closed + 15-20 Appointments/Month
Client: Tara
‍


MICHAEL - $1.00 MM + 16 LEADS IN 14 DAYS


Before working with us: Had a well established and successful business, new
business mainly coming from word of mouth and referrals.
‍
Biggest Obstacle: Looking to grow an online presence. New business mainly coming
from word of mouth and organic referrals.
‍
‍After working with us: $1.00 MM AUM + 16 Leads in the first 14 days. Fully
automated prospecting system built inside his business generating 30 Leads a
months consistently.

‍


Transformation: $1.00 MM Closed + 16 Leads in 14 Days
Client: Michael
‍


BARAK - 15 TO 20 APPOINTMENTS/MONTH


Before working with us: Relying on referrals to grow his practice.

Biggest Obstacle: Ability to get in front of new and qualified prospects.
‍
‍After working with us: 15-20 new appointments after one month of launching his
first campaign.
‍
‍



Transformation: 15-20 appointments in 29 Days.
‍Client: Barak
‍


KEVIN - 20 APPOINTMENTS/MONTH


Before working with us: Before joining our program, Kevin relied mostly on
manual outreach in order to build his network.

Biggest Obstacle: Booking more appointments with ideal prospects.
‍
‍After working with us: After joining our program Kevin was able to get in front
of his ideal market and eventually have a conversation with prospects that are
interested.
‍



Transformation: 20 Appointments/Month
Client: Kevin
‍


KEITH - 15 APPOINTMENTS/MONTH


Before working with us: Relying mostly on word of mouth and seminars to grow his
business.

Biggest Obstacle: Keith came into our program looking for new strategies that
will help him bring on more clients.
‍
‍After working with us: Keith was able to book a lot of meetings shortly after
launching his first campaign and was able to generate a substantial amount of
leads within a short period of time.
‍



Transformation: 15 Appointments/Month
Client: Keith
‍
Transformation: $4MM In Pipeline within 30 Days
Client: Koby
‍


STEVE - 30 LEADS IN 30 DAYS


Before working with us: Using existing database to grow his business and relying
on referrals.

‍Biggest Obstacle: Steve is an advisor with 20 years of on the field experience.
Steve was doing really well from referrals he was getting, he wanted to expand
his network using online media. Within the first 4 weeks of working with us, he
was able to pack his calendar with appointments.


‍After working with us: 30 Leads and 11 Appointments ‍



Transformation: 30 Leads & 11 Appointments in 4 Weeks
Client: Steve
‍


NARMIN - $21,000 IN PREMIUMS CLOSED IN 60 DAYS


Before working with us: Hosting Seminars and relying on referrals to grow her
business.

‍Biggest Obstacle: Narmin is an experienced Insurance Advisor and focuses on
Life, Critical Illness, Disability, Group Benefits, Tax strategies. All of her
business came from referrals and educational seminars. She didn't want her
income to be unpredictable and inconsistent. Therefore, she reached out to us
and saw exceptional results within 60 days. She is now a firm believer in our 4
step marketing system and online leads in general. The results speak for
themselves.
‍
‍After working with us: 42 leads in 30 days. 13 appointments scheduled, 7
appointments conducted. 3 cases closed of a total of $21,000 in commissions.
‍

Transformation: Closed $21,000 in Premiums in 60 days.
Client: Narmin
‍


RASHID - CLOSED $1.00 MM WITHIN 30 DAYS



Before working with us: Tried other Facebook campaigns and relying on referrals
Center of Influences.

‍Biggest Obstacle: Rashid used to rely heavily on his referral partners which
was very inconsistent with his goals, therefore he decided to implement our
program in his business. Prior to working with us he had no clarity as to where
the next client was coming from. We helped him put together a predictable system
of client acquisition in which he controls all aspects of the system
‍
‍After working with us: 65 Leads, 17 appointments and 2 confirmed closes through
a mixture of Facebook Ads and building new referral partners through our organic
strategies.

Transformation: $1MM closed in 30 Days
Client: Rashid
‍


PERRY - 22 APPOINTMENTS IN 30 DAYS



Before working with us: Relying on traditional methods to grow his business.

‍Biggest Obstacle: Perry used to rely heavily on word of mouth and he found it
to be inconsistent. Prior to working with us he had no clarity as to where the
next client was coming from. We installed a framework for him to generate new
business in which he has full control of the system.
‍
‍After working with us: Packed calendar, 67 Leads, 22 appointments through our
organic system.





ANDREW - 2 HNW CLIENTS CLOSED IN 60 DAYS


Before working with us: Operating in a saturated market. Paying thousands of
dollars for lists of leads to cold call.

‍Biggest Obstacle: Andrew was like many other Advisors before coming on board to
our programs. He was highly skeptical, unsure if it was going to work and he’s
not one to blame. The Financial Service Industry is filled with people charging
exorbitant amounts of money for marketing systems which can be set up for a
single advisor in less than 60 minutes. It's the same campaigns that we helped
Andrew set up which led to these results.

‍After working with us: 2 HNW Clients & closed and many more working clients in
the pipeline.‍




Transformation: 2 HNW Clients in 60 Days
Client: Andrew
‍


THERESA - 21 APPOINTMENTS IN 14 DAYS 



Before working with us: Growing her business through organic strategies such as
dinner seminars and events.
‍
Biggest Obstacle: Theresa came into our program with frustration from lack of
appointments and being burnt by other lead generation companies that didn't
perform in the past and wasting thousands of dollars trying to market himself.
She was highly skeptical and had lost trust in online lead gen.
‍
After working with us: Theresa went on to book 21 Appointments within 14 days.
Theresa is currently seeing a 55% conversation rate on her leads and having a
few meetings a day.


Transformation: 21 Appointments in 14 Days
‍
Client: Theresa


EVAN  - $750K IN AUM CLOSED IN 30 DAYS


Before working with us: Skeptical after being burned by multiple lead generation
companies and being stuck in a 6-month long contract.

‍Biggest Obstacle: Used to solely rely on referrals, cold-calling and door
knocking to grow his business. He was paying thousands of dollars every single
month to lead generation companies with little to no ROI on his investment.
Prior to working with us, he was working with a Financial Advisor Coach and he
was not fond of their process and quality of leads.
‍
‍After working with us: 36 leads, 10 appointments, $750K in AUM closed and much
more in the pipeline...

Transformation: $750K AUM in 30 Days
‍
Client: Evan


MEHRAN - 21 APPOINTMENTS IN 4 WEEKS


Before working with us: Mehran runs a very successful practice primarily focused
on insurance. He came inside the program with very little online presence. He
tried to create his own marketing campaigns but wasn't able to get it to work.
‍
‍Biggest Obstacle: Referrals were the ONLY avenue of growing his business.
‍
‍After working with us: 21 appointments in the first 4 weeks. Mehran is seeing
on average 4-5 appointments being booked into his calendar every single week.
‍


Transformation: 20 Appointments every month
Client: Mehran
‍


EDRIS - CLOSED 4 CLIENTS WITH $1.9 MM IN 120 DAYS.


Before working with us: Skeptical about online lead generation after being
burned numerous times by companies.

‍Biggest Obstacle: Edris had no predictable appointment system to generate
conversations with potential prospects. He believes that leaving the growth of
his business based on his friends and family is not a is not the right way to
run his business.
‍
After working with us: 102 Leads, 16 appointments with $1.9 MM funded in 120
Days.‍

Transformation: $1.9MM Closed in 120 Days
‍
Client: Edris



GET STARTED TODAY
SEE HOW SCALED ADVISOR CAN HELP BUILD, GROW AND OPTIMIZE YOUR FINANCIAL ADVISORY
BUSINESS.




SCALED ADVISOR
Learn More


INFORMATION

6060 Silver Dr
Burnaby, BC V6B 5A6 Canada
hello@scaledadvisor.com

801 Barton Springs Rd,
Austin, TX 78704, United States
hello@scaledadvisor.com




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