Ready to stop buying leads and tap into the 3,981 appointments (with $500k+) we set for advisors last month?
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Join 100+ "Apex" Advisor Firms That Are Adding $10's of Millions To Their AUM Predictably Year Over Year.
"I Can Already Tell 2024 Is Going To Be Our Firm's Biggest Year Yet" - Stuart Draper
Case Studies from Financial Advisors Just Like You...
$1,051 Spent -> 214 Leads Generated -> 31 Appointments Booked
$15,000 Spent -> 3,192 Leads Generated -> 478 Appointments Booked
"They have delivered on everything that was promised to us"
32 appointments for George from Pinnacle Wealth In Ohio… Resulted in 7 new clients and $3.3m in new AUM added in just a month and a half.
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 2-3 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 per 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.
