Without Seminars, Buying Leads, Or LinkedIn "Networking" - Get new advisory clients
coming to you... 10-20+ high-value booked appointments guaranteed
Anthony Frambes Adds $23m in AUM In 8 Months.
Superstar advisor. Already at the top of his game, but needed a way to generate volume passively. Buddies with Patrick-bet-david, he knows how to win. Sales expert and 7-figure insurance producer. Naturally, he felt like he didn't need that much help. But we helped Jon realize that his successful business could one-day run without him having to generate volume - if he implemented the right systems in place. So he took the leap of faith and joined our Apex Ascension program.
Matthew Taub Generated $412k In New Pipeline Revenue In Just 90-Days.
Matthew's story is inspiring for the entire team at Apex. He's a testament that success is always on the other side of difficulty. If you'e willing to push through, you WILL reap the rewards. When Matthew signed up with us, he thought things were going to be automatic. Yes, the appointments are automatic! When we turned Matthew's campaign on, he didn't have to lift a finger to start getting "absolutely flooded" with new appointments (his own words!). But, he didn't anticipate that his sales process would have to be altered in order to close the highest percentage of these appointments.
"Met AND Surpassed, 5 mil in cash client" - Melanie Peckham
"I've got an 8 million dollar case" - Peter Hoopis
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!
