Before working with us: Skeptical after being burned by multiple lead generation companies and being stuck in a 6-month long contract.

‍Biggest Obstacle: Used to solely rely on referrals, cold-calling and door knocking to grow his business. He was paying thousands of dollars every single month to lead generation companies with little to no ROI on his investment. Prior to working with us, he was working with a Financial Advisor Coach and he was not fond of their process and quality of leads.
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‍After working with us: 36 leads, 10 appointments, $750K in AUM closed and much more in the pipeline...