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FOR FINANCIAL & INSURANCE ADVISORS:
GUARANTEE YOURSELF IDEAL CLIENT APPOINTMENTS USING OUR SLS FRAMEWORK




Book Your Demo Call

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.

LUX CLIENTS

Compilation Video

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

‍



TYLER M

VP - Investment Advisor

$10M in AUM and $100k in ARR in 6 Months

40+ Ideal Client Appointments / Month

"I feel lazy because I can't keep up with the amount of ideal clients reaching
out."

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"

STEVEN

Financial Planner

$36k in Commissions Closed in 20 Days from Joining
‍
30+ Ideal Client Appointments Generated

"I'm getting Ideal Clients appointments barely 3 weeks after joining the
program."

TRAVIS

VP - Investments

$50k+ In New Revenue Generated In 60 Days From Launch

$3M in AUM Added & $100k Life Insurance Policy Closed

15+ Appointments / Month With Ultra High Net Worth Estate Planning Leads

"This System is Like The Tinder for Financial Planners... Appointments with
Ideal Clients on Demand!"

DAN

Health Insurance Advisor

$85k in Commissions (ARR) in 6 Months

$358k Group Health Insurance Premiums

‍31+ Appointments / Month

"Before Joining, Everything Was A Manual Outreach And Now I Finally Have A
Strong Addition To My Business"

ELLIOT

Life Insurance / Investment Advisor

$173k in Commissions in 8 Months

$171k Annual Life Insurance Premiums Closed

30+ Appointments / Month

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

JOE

Financial Planner

$3M in AUM ($15k ARR) / $40k in Commissions from IULs In 2 Months
‍
20+Appointments/Month

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

RICK

Commercial Insurance Advisor

$55k in Annual 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"

SEAN

Wealth Management Advisor

The SLS Framework helped him identify get conversation with 6 HNW prospects with
each having 15 Million USD AUM

Through the SLS Framework he was able to identify and target HNW in a
repeatable, scalable and automated manner

‍

"..people were literally raising their hand and saying that they had interest in
connecting."

ALAN (FARMERS INSURANCE)

Insurance Agent

$20k of Insurance Commissions Added in first 30 Days of Launch

25 Appts Per Month W/ Restaurant Owners

"I am getting referral like leads and I finally have way to predictably get
ideal client appointments."

CASEY

Financial Planner

$36k in Commissions / 2MIL+AUM in 6 Weeks
‍
25+ Ideal Client Appointments / Month

"I'm finally working with ideal clients, virtually and have a great time working
on my business rather than in my business."

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"

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

‍

"... 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

‍

"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."

CHRIS

Financial Planner

$8k-$10k in Revenue ($100k in potential Revenue) Generated from 1 Ideal Client

"I'm seen as a trusted advisor by the prospects I speak to everyday."

JASON (BARNUM FG)

Financial Planner

$20k in Commissions via AUM and Insurance Deals in 2 Months

20+ Appointments / Month

"Finally I have something that is predictable and consistent that does
prospecting for me day in and day out."

LEE

Commercial Loan Consultant

$1.05M in Working Capital Lent

11-22 Ideal Client/COI Appointments/Month

‍

"I would have never gotten in front of such ideal clients if I stuck to relying
on referrals."

CHRIS M

Investment Advisor

Chris identified his ideal clients and added 3 clients, generating him $8.8k in
ARR.

"The work put in it is worth it"

JOE MOORE

Financial Advisor

Joe Moore has closed over 900k in AUM and has 4M in the pipeline in just 4
months of using the SLS Framework

‍

''I've closed 2 deals so far!''

YANCEY

Financial Advisor

$7.5k in IUL commissions in 2 months.12-16 ideal client appointments per month.

"This system helps me have a follow up process which I didn't have before."

JASON

Financial Advisor

$10k in Commissions and 12 Ideal Client Appointments Per Month

"I finally have a processes to fill my pipeline between my seminars."

CHRIS

Financial Advisor

14+ Appointments / Month

$3M AUM Inbound Appointment

"I Did Almost Nothing And The Appointment Came In Automatically"

LILA

Investment Advisor

$25k of New Annual Recurring Revenue

"I was able to get passed my limiting beliefs and only work with ideal clients."

CHRIS

Senior Wealth Advisor

10+ Appointments Per Month

$750k AUM Within 2 Months Of Launch

"I Took A Few Years To Try To Figure Out LinkedIn With No Success...The SLS
Framework Gives You A Pathway To Follow To Get Results!"

ROBERT

CEO Rothenberg Capital Management

50+ Appointments / Month


"If You're Willing To Put A Little Bit Of Work On The Front End, The Investment
Will Pay For Itself In Spades"

JAY

Financial Planner

$25k in Commissions Added and 15+ Ideal Client Appts/Month

"I no longer have to rely on client referrals and have an independent source of
clients."

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

‍

"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

‍

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"

JON

Financial Advisor

10+ Appointments / Week

5 Deals Closed

"This Investment In My Business Has Allowed Me To Have The Consistency Of
Appointments On My Calendar"

KEVIN

Financial Advisor

"I finally have a way to be able to look at my pipeline for months to come."

KYLE

Investment Advisor

$250k AUM Client and 15+ Ideal Client Appointments in 1 Month

"I'm able to consistently bring value to clients that are Ideal. This means a
lot especially since I'm independent."

JURIE (SOUTH AFRICA)

Financial Planner

"Barely 20 Days from Launch I got my first ideal client in."

KASSIM

Investment Advisor and Life Insurance Advisor

Kassim booked 4 Ideal Clients Appointments and

$7000 in Commissions in a Week Using the SLS Framework

‍

"... this (The SLS Framework) is a fantastic way to build that foundation to
help people in a much broader than just asking your friend: hey who four people
I could talk to"

K L

Financial Planner

$30k in commissions generated in 1.5 months

15 ideal clients appointments generated

"The SLS pushed to go into action...the results I got surprised me because of
the level of trust I got from prospects"

GRACE

Strategic Financial Planner & Wealth Advisor

The SLS Framework helped her identify her niche

Through the SLS Framework she was able to get remotely to those who need her
solution

‍

"If someone wants to get more leads definitely it's the place to be...the
automation is the future!"

NOAH

Junior Financial Advisor

7 Virtual Appointments With Ideal Clients in 1 Month

"I finally know who are my ideal clients and to target them, all in an automated
and virtual way."

CHRISTOPHER

Insurance Agent

11-22 Ideal Client Appointments Per Month

"I'm finally able to be confident in my value statement and services."

MUIZZ

Financial Planner

14 Ideal Client Appointments (HNW Incorporated Medical Professionals)

"The biggest win is getting 14 ideal client appointments in little under a month
from joining"

SCOTT

Financial Planner

"The client success team has kept me accountable to make sure I stay consistent
so that I get the results, despite how busy I get".

NIKET

Insurance Advisor

20 Appointments Per Month With Medical Business Owners

"I don't have to go knock on doors or be blocked off by gated communities. I can
prospect anywhere from anywhere."

IKE

Financial Advisor

15 Ideal Client Appointments Per Month

"the truth is that my calendar is full, I´m swamped right...every day I´m
speaking to someone ."

BROOKE

Financial Planner

Brooke consistently conducts 8-10 calls per month with Engineers

‍

“You put in the hard work at first, and it pays off BIG TIME.”

JOHN

Financial Advisor

John generates 10-15 calls with Ideal clients per month and closes 2-3 ideal
clients a month

“When someone’s telling YOU they want to talk to you, there’s your opportunity.”

LINDSAY

Financial Advisor

Lindsay conducts over 24 calls per month with Ideal Clients and Recruits

She closed 2 clients and 1 recruit in her first month and 3 clients in her 2nd
month

“Now I just go about my day and I have appointments booked for months to come.”

VAN

Financial Advisor

How Van Generates $17k of Commission with Nurses

"My main goal was to do less buying of leads, make it more organic, and to
define a consistent stream to control myself."

CHRIS

Financial Advisor

Chris solves his prospecting challenges and generates 40 meetings with ideal
clients per month

‍

"There is 0 percent doubt in my mind that THIS is the solution"

NATALIE MCFARLANE (LAUNCH LEGACY)

Insurance/CEO

Natalie and Patrick from Launch Legacy have seen results since implementing this
SLS framework. From just weeks of using it they have generated around 12
appointments and over $60K in the pipeline.

‍

"I've tried so many other systems. This one is very powerful"

GARRETT WILLIAMSON

Financial Advisor

Garrett Williamson has already gotten 6 appointments and 1 potential close using
the SLS Framework and now has a lead generation system to use for life.

‍

"Love the LinkedIn automation took."

SHAUN

Financial & Insurance Advisor

10 - 20+ Appointments / Month

"I Cannot Keep Up With The Amount of Opportunities."

DILLON

Investment Advisor Representative

Dillon is booking is 2 to 3 ideal client appointments per week

Prospects in the cold market respond positively to his messages

‍

"maybe 4 or 5 total who have actually been a little upset just because of the
cold Outreach compared to the literal hundreds and hundreds who have said things
like you just reached out to me at the perfect time I have always been thinking
about this…"

KAREN FLORES

Financial Advisor

Karen starts getting appointments just after days of launching the SLS framework

"Loved seeing how I can reach hundreds of prospects each day"

KELLY

Financial Professional

Kelly's Consistently Generates 15 Meetings Per Week With the Framework

"It's honestly been an explosion"

GEORGE

Financial Advisor

George joined our SLS Framework and was looking for a more automated way of
getting infront of his ideal client and has gotten more than 12 discovery calls.

George got 12 appointments using the SLS Framework

"Having an automation like this is a game changer."

ALLAN

Financial Advisor

Advisors must be their own marketers in order to succeed. The SLS Framework
helps you with this.

‍



PETER

First VP - Financial Advisor

20+ Appointments / Month

"This System Is Structured, Methodical, Repeatable and It's Scalable"

DILIP

Insurance Agent

How Dilip (Insurance Advisor) Gets Consistent Ideal Recruit Appointments Per
Month

‍

"SLS is the best system to integrate such business strategies."

TIMOTHY WALT

Financial Advisor

Timothy solves his prospecting challenges and generates 10 appointments in just
15 days

"It was nice to know that this works"

JASON

Financial Planner

11+ Appointments / Month

"This SLS Framework Is Now Keeping My Pipeline Consistent with New Qualified
Appointments With My Ideal Clients"

PHILIP

Wealth Management Advisor

15+ Appointments / Month

"The SLS Framework Essentially Streamlined My Processes With Very Powerful
Means"

YVONNE

Financial Advisor

25+ Appointments / Month

"This Investment Has Allowed My Business To Have A Solid Foundation To Rely On
For The Next 20 Years"

JAMIE

Investment Advisor

14+ Appointments / Month

"The Money Spent On The Course Plus My Time Put Into It, Is Already A Good Win"

CHRIS

Financial Advisor

14+ Appointments / Month

"If Anybody Can Put Their Head Down and Do The Work...You're Going To Get So
Much Value"

RJ

Agency Owner - Financial Advisor

"I Use This System For Both Prospecting and Recruiting. The SLS Framework Gave
Our Agency A Competitive Advantage Over Other Agencies"

MJ

Partner - Insurance Broker

"The Support That I've Received To Improve My Business Has Been Astronomical"

BILL

Financial Advisor

"I get qualified appointments every week with top execs in my industry."

MIKE

Financial & Insurance Advisor

How Mike Got 3 Inbounds Leads & Laser-Focus On Ideal Clients

JONATHAN

Financial Planner

Our Niche Selection Process Gave Him The Ability To Generate Qualified Meetings

TIM L

Financial Advisor

Tim Talks About His Experience So Far

JIM

Wealth Manager

Jim Sharing His Experience On Moving Towards A Virtual & National Business
Structure

CHAD

Financial & Insurance Advisor - Agency Owner

"We Really Wanted To Target a Specific Group Of People And Have An Effective Way
To Generate Meetings With Them"

MICHAEL (AUSTRALIA FINANCIAL ADVISOR)

Financial Advisor (Australia)

Michael (FA) Talks About Using The SLS Framework In Australian Client

ROHAN

Investment Advisor

Rohan Talking About His Experience Finding The Right Approach & Niche

PHILLIP

Independent Firm Owner

Phillip Shares About What Motivates Him to Grow His Business

ED (FINANCIAL SERVICES PROVIDER)

Financial Services Provider

Ed Talks About the Full SLS Package

CHRIS

Financial Advisor

"The Coaching Component Of Your Course Is Truly Valuable"

BONNIE

Senior Financial Planner

"I Have Spent Thousands of Dollars For Coaches and Coaching Programs and I
Cannot Believe How Much Is Packed Into This Mastermind"

DARREN

Financial Advisor

"I Highly Recommend Anybody Who Has To Generate Leads To Take The Course"

BOB

Financial Advisor

Bob Talks About the Importance of Nichework

DILLON

Investment Advisor

"I needed a pie in the sky"

ALEX

Financial Advisor

Alex Sharing His Experience Around Niching

BLAIR

Principle - Financial Advisor

Blair Shares His Takeaways With Our SLS Framework

CHRISTOPHER

Insurance Advisor

Christopher Shares Why He Joined The Program

JANE

Financial Planner

Jane Shares Her Thoughts About Finally Finding A Perfect Niche For Her Practice

JOHN

Financial Advisor - Agency Owner

John Shares His Experience About Niching With Our SLS Framework

JONATHAN

Financial Advisor

Jonathan Shares How The SLS Framework Affected His Practice Sales Process

RICHARD

Wealth Planner

Richard Shares Why He Joined The SLS Framework Mastermind

STEVE

Financial Advisor

Steve Shares Why He Wants To Use The SLS Framework To Be A Virtual Advisor

WENDY

Investment Advisor

Wendy Shares Why She Wanted To Join Our Program

DILIP

Insurance Advisor

Dilip Shares His Experience So Far With Some Of The Systems Of The SLS Framework

CHRIS

AVP, Financial Advisor

Chris Shares His Experience About His Experience With Our Coaching Component

DOMINIC

Financial Advisor - Agency Owner

Dominic Shares What Made Him Join Our Program

GLENN

Insurance Specialist

Glenn Shares What Experience In Our Program
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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