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.
Battle Tested & Proven Results
220+
Active Clients
$1B
In AUM added for our Clients
$2.9B
In Pipeline Revenue
AlphaMark Advisors
Taub Investment Planning Services
Anthony Frambes Adds $23m in AUM In 8 Months.
Matthew Taub Generated $412k In New Pipeline Revenue In Just 90-Days.
Superstar advisor. Already at the top of his game, but needed a way to generate volume passively. Buddies with Patrick-bet-david, he knows how to win. Sales expert and 7-figure insurance producer. Naturally, he felt like he didn't need that much help. But we helped Jon realize that his successful business could one-day run without him having to generate volume - if he implemented the right systems in place. So he took the leap of faith and joined our Apex Ascension program.
Matthew's story is inspiring for the entire team at Apex. He's a testament that success is always on the other side of difficulty. If you'e willing to push through, you WILL reap the rewards. When Matthew signed up with us, he thought things were going to be automatic. Yes, the appointments are automatic! When we turned Matthew's campaign on, he didn't have to lift a finger to start getting "absolutely flooded" with new appointments (his own words!). But, he didn't anticipate that his sales process would have to be altered in order to close the highest percentage of these appointments.
IDEX Financial
Epiphany Capital
"I've had $9m in the pipeline in the last 2 weeks on a $1,200 ad spend" - John Mateyko
John Choi
Over $62m in pipeline value!
John Mateyko, APMA®, WMCP™, RICP® is an Augustana College alum - class of '98. He started at Dean Witter in 1999 in New York City. He has worked as a Financial Advisor for some of the country's largest banks, including Atlas Securities, US Bank, Chase, and Fifth Third Securities; where he won numerous awards for production and client acquisition.
"Highly recommend this"
primarily focused on insurancereturn on marketing spend dropped, used to get 7x returnthats why he came to us
Hawks Financial
Georgia Advisory Group
Aaron Hawks Secures $2.8m In 90-Days. In A Small Town. (Clive, Iowa)
Alex Stoehr
Small town. Total addressable market size of 10,000 people. We knew something has to change. So we decided to push Aaron through a multi-state campaign. We expanded his audience to a few million ultra-qualified people, and used blue ocean content to capture and keep their attention.
It worked. Aaron is now the fastest growing advisor in his area, and is pacing $100M/YR in additional AUM. A massive feat, especially coming from humble beginnings in Iowa to the nationwide stage.
Used service (conversionly) that did not have experience ever working with financial advisors, left them in the dark, and had not success managers there answer any questions or concernsNeeded more lead flow and did not want to rely on just in-person walk-ins to the office => needed more at bats because was already SOLD on his own process to close businessDealt with programs that didn't know the definition of investable assets fully. Very frustrating when money is tied up and nothing to do about it
Light House Financial
Hoopis Group
"Met AND Surpassed, 5 mil in cash client" - Melanie Peckham
"I've got an 8 million dollar case" - Peter Hoopis
Retirement Income Solutions
Pinnacle Wealth (Ohio)
Keith Hazelwood Closes 80% Of His Apex Appointments Into Clients
32 appointments for George…Resulted in 7 new clients and $3.3m in new AUM added in just a month and a half.
Some advisors prefer less volume and would rather focus on higher net worth deals with less competition. Keith closed 3 deals in 2.5 months, each with over $1.5M in assets. Including a $2.2m annuity resulting in a $180k payday for Keith on just ONE of the deals.
Before Working With Us
Relied primarily on referrals to grow his practice, resulting in rollercoaster-like inconsistent growth.
Exhausted his options of buying leads, seminars, LinkedIn, and direct mailers... with little to no success.
Struggling with 3-4 appointments per month, only adding $2.3M in AUM every 6 months.
After Working With Us
Reduced his time spent on marketing down to 1-2 hours a month.
Consistently taking 15 quality appointments per month (more than 3X his past volume)
On track to add $7.6M in new AUM within the first 6 months working with us
Centennial Advisors
Tandem Wealth Strategies
"Through every conversation we have, you guys are making me feel better about the money I’ve given you.” - Michael Reese
11 appointments booked, 7 taken, and 3 new clients signed for Alexis Chavez...That’s $1.8M in added AUM in ONE WEEK!
Quality Of Leads...
RESULTS
Insane Volume Of Appointments!!!!
First appointment booked worth 2 million...
"First appointment was a SUCCESS" - Nick Baldwin
More Results....
Frequently Asked 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!