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.