We run ads on Facebook and instagram for paid advertising.

Most advisors think that the ad is the reason why they don't close clients. Contrary to popular belief, the main reason as to why they're not closing, usually comes down to a flawed sales process. Most advisors are good at closing referrals or their sphere. Majority of advisors lack the proper sales process when it comes to online leads. We’ve optimized the sales process so advisors can convert deals predictably.
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Our dedicated success managers hold your hand throughout the whole process, analyze your opportunities and monitor ads daily to ensure you achieve success.

We generate both investment and insurance leads.

We have many organic techniques that have worked for many advisors across United States & Canada. These methods include: Local Facebook Groups, LinkedIn, reddit, Pinterest and more.

We typically see 30-50 leads from paid and organic leads per month for the advisors that work with us.

Through the power of A.I, our system connects you with qualified & engaged leads who are ready to invest. Our system will identify leads that don’t pick up the phone, respond to text messages or emails so you only spend your time with interested leads.

Our system will also identify leads that want to speak with you and it will start the conversations for you. This is where you come in and implement your expertise to qualify the leads that want to work with you.

We have came to the conclusion that the conversion rate is much higher when the advisors qualifies themselves as the relationship is much stronger and builds rapport.

Yes! Your leads are your leads. We don't believe in sharing leads.