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Submission: On January 23 via manual from IN — Scanned from DE
Effective URL: https://www.luxsalesconsulting.com/
Submission: On January 23 via manual from IN — Scanned from DE
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Book Your Demo Call Success StoriesFree CourseLoginGet started Get started FOR FINANCIAL & INSURANCE ADVISORS: GUARANTEE YOURSELF 5 IDEAL CLIENT APPOINTMENTS PER WEEK 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. 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! 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 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" 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 of Annual Revenue / 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." ARSHATH Financial Service Professional Second week after launching she sold a $3 Million Policy From the SLS Framework she has $40K monthly pipeline "The SLS Frameworks, you just need to follow the program and do even the minimun and you will get results" 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" 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" 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." 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 KELSI Financial Planner Kelsi Shares Her Experience In Our Program MIKE Commercial Insurance Advisor Mike Shares Why It Was Important To Implement The SLS Framework To Prospect Outside His Local Area 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. READY TO GET RESULTS LIKE THESE? Schedule a call with our team to get started Book a Discovery Call Company Our company Resources Resource hubSuccess stories More SLS Framework ExplainedLogin Thank you for subscribing. Please check your inbox for confirmation. Oops! Something went wrong while submitting the form. By joining this mailing list I agree to the Privacy Policy & Terms of Service © 2024 Copyright Lux Sales Consulting