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FOR FINANCIAL & INSURANCE ADVISORS:
HOW TO STOP BURNING MONEY ON BS MARKETING SOLUTIONS & ADD 11-22 IDEAL CLIENT
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.

RAMZI MALAS

Financial Planner

$75M in AUM in 12 Months

$200k of Annual Revenue

22-32+ Qualified Appts /Month

"I have been part of the top 20 Financial Planners in Canada using strategies of
my own."

LUX CLIENTS

Compilation Video

Hear what some of our clients have to say in a single video!

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SEEMA

Financial Planner

$500k in Commissions with HNW Medical Professionals in 6 Months

Estate Planning, Life Insurance, Wealth Management

32+ Appointments / Month

"The SLS Framework Has Allowed Me To Meet HNW Medical Specialists Virtually"

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."

RICK

Commercial Insurance Advisor

$55k in 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"

ELLIOT

Life Insurance / Investment Advisor

$173k in Commissions in 8 Months

$171k Annual Life Insurance Premiums Closed

20-30 Qualified Appts /Month

"I Wake Up and Have Prospects Waiting And Appointments Booked On My calendar."
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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.


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