Without Seminars, Buying Leads, Or LinkedIn "Networking" - Get new advisory clients
coming to you... 10-20+ high-value booked appointments guaranteed
Aaron Hawks Secures $2.8m In 90-Days. In A Small Town. (Clive, Iowa)
Small town. Total addressable market size of 10,000 people. We knew something has to change. So we decided to push Aaron through a multi-state campaign. We expanded his audience to a few million ultra-qualified people, and used blue ocean content to capture and keep their attention.
It worked. Aaron is now the fastest growing advisor in his area, and is pacing $100M/YR in additional AUM. A massive feat, especially coming from humble beginnings in Iowa to the nationwide sta
Alex Stoehr
Used service (conversionly) that did not have experience ever working with financial advisors, left them in the dark, and had not success managers there answer any questions or concernsNeeded more lead flow and did not want to rely on just in-person walk-ins to the office => needed more at bats because was already SOLD on his own process to close businessDealt with programs that didn't know the definition of investable assets fully. Very frustrating when money is tied up and nothing to do about it
"Through every conversation we have, you guys are making me feel better about the money I’ve given you.” - Michael Reese
Ray Descalso
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!
