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Welcome to Apex Acquisition, a leading force in client acquisition for financial advisors and insurance agents. We believe in empowering professionals with a proven methodology that goes beyond simple lead generation. Our approach is rooted in education, strategy, and personalized support, designed to fuel your growth and transform your practice
"Before partnering with Apex Acquisition, I was struggling to consistently connect with high-quality leads. Their team not only helped me fill my calendar with qualified appointments but also equipped me with the strategies to close those deals. My business has seen significant growth, and I'm finally able to focus on what I do best – building lasting relationships with my clients."
"You and your team have done a phenomenal job so far. We've never had this many appointments in our firm's history. Out of 32 appointments set and shown from you guys so far, l've closed 8 which is right around a 26% closing rate. Those 7 clients have resulted in exactly $3,374,000 added to our book and we're not even halfway through the partnership. Good stuff. Keep it up."
We pinpoint your ideal clients and craft compelling outreach campaigns to attract high-quality leads.
We equip you with the tools & strategies you need to convert appointments into loyal clients.
Our team personally engages with prospects to schedule qualified appointments.
Our team personally engages with prospects to schedule qualified appointments.
First, we help you go from "just another advisor" to the ONLY option in your market. Top tier firms don't chase client; they attract them. How? By developing magnetic messaging.
Skip the expensive guesswork and plug directly into campaigns that have helped advisors like you add millions in new assets under management.
Turn more of your hard-earned leads into ideal clients with battle-tested scripts, objection handling, and follow-up strategies that actually work in today's market.
Yes! This is a compliance friendly solution for all compliance departments. If you have stricter than normal compliance regulations, we will communicate directly with your compliance to make any amendments to your campaign before launch.
At Apex Acquisition, we do things differently. We don't do "pay per lead" or "pay per appointment" because that business model is fundamentally flawed. Companies that use this model get paid based on how many leads you buy, and not whether that lead actually shows up, is qualified or becomes a client - the incentives are off. Our goal isn't to flood you with leads but to only get you in front of the people that you want to be speaking with.
Say goodbye to month-long setup times. We'll have your campaign ready within 7-10 days and within 24-72 hours of going live, you are likely to see your first appointment scheduled.
On average we are seeing a 70% show up rate and 25-50% close rate off the appointments that you speak with. Appointments that don't show up, are not counted towards our guarantee.
We help financial advisors and insurance agents, whether you're independent or with a broker dealer - we can help!
Yes! This is a compliance friendly solution for all compliance departments. If you have stricter than normal compliance regulations, we will communicate directly with your compliance to make any amendments to your campaign before launch.
At Apex Acquisition, we do things differently. We don't do "pay per lead" or "pay per appointment" because that business model is fundamentally flawed. Companies that use this model get paid based on how many leads you buy, and not whether that lead actually shows up, is qualified or becomes a client - the incentives are off. Our goal isn't to flood you with leads but to only get you in front of the people that you want to be speaking with.
Say goodbye to month-long setup times. We'll have your campaign ready within 7-10 days and within 24-72 hours of going live, you are likely to see your first appointment scheduled.
