We Help Top Advisors Add $10M-$50M To Their AUM Annually
Without Seminars, Buying Leads, Or LinkedIn "Networking" - Get new advisory clients coming to you... 10-20+ high-value booked appointments guaranteed
Without Seminars, Buying Leads, Or LinkedIn "Networking" - Get new advisory clients coming to you... 10-20+ high-value booked appointments guaranteed
Results Focused, Compliance Vigilant
Apply concepts with confidence and your organization’s approval.
Join 100+ "Apex" Advisory Firms That Are Adding $10's of Millions To Their AUM Predictably Year Over Year.
Anthony Frambes From AlphaMark Advisors Adds $23m in AUM In Just 8 Months
“In plain language, what would you say our service does for you?"
“It weeds out the tire kickers. It’s putting people on my calendar that are ready and want to talk… Without me having to go and put on some seminar.”
Matthew Taub Generates $412k In New Pipeline Revenue In Just 90-Days. (& Learned The Skill Of Closing Virtually)
Frequent Questions
Will this work with my compliance department?
Yes! This is a compliance friendly solution for all compliance departments. If you have stricter than normal compliance regulations, we will communicate directly with your compliance to make any amendments to your campaign before launch.
How does your pricing structure work?
At Apex Acquisition, we do things differently. We don't do "pay per lead" or "pay per appointment" because that business model is fundamentally flawed. Companies that use this model get paid based on how many leads you buy, and not whether that lead actually shows up, is qualified or becomes a client - the incentives are off. Our goal isn't to flood you with leads but to only get you in front of the people that you want to be speaking with.
How long does it take to see appointments on my calendar?
Say goodbye to month-long setup times. We'll have your campaign ready within 7-10 days and within 24-72 hours of going live, you are likely to see your first appointment scheduled.
What type of show up rate and close rate can we expect?
On average we are seeing a 70% show up rate and 25-50% close rate off the appointments that you speak with. Appointments that don't show up, are not counted towards our guarantee.
Who do you serve?
We help financial advisors and insurance agents, whether you're independent or with a broker dealer - we can help!
Will this work with my compliance department?
Yes! This is a compliance friendly solution for all compliance departments. If you have stricter than normal compliance regulations, we will communicate directly with your compliance to make any amendments to your campaign before launch.
How does your pricing structure work?
At Apex Acquisition, we do things differently. We don't do "pay per lead" or "pay per appointment" because that business model is fundamentally flawed. Companies that use this model get paid based on how many leads you buy, and not whether that lead actually shows up, is qualified or becomes a client - the incentives are off. Our goal isn't to flood you with leads but to only get you in front of the people that you want to be speaking with.
How long does it take to see appointments on my calendar?
Say goodbye to month-long setup times. We'll have your campaign ready within 7-10 days and within 24-72 hours of going live, you are likely to see your first appointment scheduled.
What type of show up rate and close rate can we expect?
On average we are seeing a 70% show up rate and 25-50% close rate off the appointments that you speak with. Appointments that don't show up, are not counted towards our guarantee.
Who do you serve?
We help financial advisors and insurance agents, whether you're independent or with a broker dealer - we can help!
