Before working with us: Gord has been in the industry for over 30 years, he is now restarting his own business and had tried multiple lead generation companies. He had spent tens of thousands of dollars on various marketing initiatives with little to no success.

Biggest Obstacle: Getting in front of ideal & engaged prospects.
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‍After working with us: After joining our program Gord was able to delegate all prospecting efforts to his assistant and was able to spend all of his time on client meetings and close $900K in AUM within 14 days of his first campaign launching. Gord on average book 4 meetings per week.
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Transformation: $900K AUM Closed in 14 days and 15-20 Appointments/month
Client: Gord
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Before working with us: Relying on referrals to grow her practice.

Biggest Obstacle: It was very difficult for her to find a company that could actually deliver results and a positive ROI. Stephanie was skeptical at first, she made the decision to work with us and she's very happy.
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‍After working with us: 2 clients closed in 45 days. She's on track to hit multiple 6 figures this year.

Quote: “ I have spoken with 7 prospects this week on the phone and was just hired on the spot today for a full financial plan (Incorporated Profesional Engineer) after a 30 minute discussion.  I have 3 proposals to prepare over the weekend for the asset transfer concept (6 – 12K Par Policies) and open discussions with all 7 of them.  This is the first time in my life that I look forward to reaching out for the first call to a prospect.  The calls are friendly and enjoyable and I am averaging 2 a day, every day with no end in sight. ” - Stephanie S.
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Transformation: 2 Closed HNW Clients in 45 Days
Client: Stephanie
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Before working with us: Had a well established and successful business, new business mainly coming from word of mouth and referrals.
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Biggest Obstacle: Looking to grow an online presence. New business mainly coming from word of mouth and organic referrals.
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‍After working with us: $1.00 MM AUM + 16 Leads in the first 14 days. Fully automated prospecting system built inside his business generating 30 Leads a months consistently.

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Transformation: $1.00 MM Closed + 16 Leads in 14 Days
Client: Michael
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Before working with us: Before joining our program, Kevin relied mostly on manual outreach in order to build his network.

Biggest Obstacle: Booking more appointments with ideal prospects.
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‍After working with us: After joining our program Kevin was able to get in front of his ideal market and eventually have a conversation with prospects that are interested.
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Transformation: 20 Appointments/Month
Client: Kevin
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Before working with us: Relying mostly on word of mouth and seminars to grow his business.

Biggest Obstacle: Keith came into our program looking for new strategies that will help him bring on more clients.
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‍After working with us: Keith was able to book a lot of meetings shortly after launching his first campaign and was able to generate a substantial amount of leads within a short period of time.
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Transformation: 15 Appointments/Month
Client: Keith
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Transformation: $4MM In Pipeline within 30 Days
Client: Koby
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Before working with us: Using existing database to grow his business and relying on referrals.

‍Biggest Obstacle: Steve is an advisor with 20 years of on the field experience. Steve was doing really well from referrals he was getting, he wanted to expand his network using online media. Within the first 4 weeks of working with us, he was able to pack his calendar with appointments.


‍After working with us: 30 Leads and 11 Appointments ‍

Transformation: 30 Leads & 11 Appointments in 4 Weeks
Client: Steve
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Before working with us: Hosting Seminars and relying on referrals to grow her business.

‍Biggest Obstacle: Narmin is an experienced Insurance Advisor and focuses on Life, Critical Illness, Disability, Group Benefits, Tax strategies. All of her business came from referrals and educational seminars. She didn't want her income to be unpredictable and inconsistent. Therefore, she reached out to us and saw exceptional results within 60 days. She is now a firm believer in our 4 step marketing system and online leads in general. The results speak for themselves.
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‍After working with us: 42 leads in 30 days. 13 appointments scheduled, 7 appointments conducted. 3 cases closed of a total of $21,000 in commissions.
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Transformation: Closed $21,000 in Premiums in 60 days.
Client: Narmin
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Before working with us: Tried other Facebook campaigns and relying on referrals Center of Influences.

‍Biggest Obstacle: Rashid used to rely heavily on his referral partners which was very inconsistent with his goals, therefore he decided to implement our program in his business. Prior to working with us he had no clarity as to where the next client was coming from. We helped him put together a predictable system of client acquisition in which he controls all aspects of the system
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‍After working with us: 65 Leads, 17 appointments and 2 confirmed closes through a mixture of Facebook Ads and building new referral partners through our organic strategies.

Transformation: $1MM closed in 30 Days
Client: Rashid
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Before working with us: Relying on traditional methods to grow his business.

‍Biggest Obstacle: Perry used to rely heavily on word of mouth and he found it to be inconsistent. Prior to working with us he had no clarity as to where the next client was coming from. We installed a framework for him to generate new business in which he has full control of the system.
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‍After working with us: Packed calendar, 67 Leads, 22 appointments through our organic system.

Before working with us: Operating in a saturated market. Paying thousands of dollars for lists of leads to cold call.

‍Biggest Obstacle: Andrew was like many other Advisors before coming on board to our programs. He was highly skeptical, unsure if it was going to work and he’s not one to blame. The Financial Service Industry is filled with people charging exorbitant amounts of money for marketing systems which can be set up for a single advisor in less than 60 minutes. It's the same campaigns that we helped Andrew set up which led to these results.

‍After working with us: 2 HNW Clients & closed and many more working clients in the pipeline.‍

Transformation: 2 HNW Clients in 60 Days
Client: Andrew
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Transformation: 21 Appointments in 14 Days
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Client: Theresa

Transformation: $750K AUM in 30 Days
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Client: Evan

Before working with us: Mehran runs a very successful practice primarily focused on insurance. He came inside the program with very little online presence. He tried to create his own marketing campaigns but wasn't able to get it to work.
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‍Biggest Obstacle: Referrals were the ONLY avenue of growing his business.
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‍After working with us: 21 appointments in the first 4 weeks. Mehran is seeing on average 4-5 appointments being booked into his calendar every single week.
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Transformation: 20 Appointments every month
Client: Mehran
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Transformation: $1.9MM Closed in 120 Days
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Client: Edris