Without Seminars, Buying Leads, Or LinkedIn "Networking" - Get new advisory clients
coming to you... 10-20+ high-value booked appointments guaranteed
John Choi
primarily focused on insurancereturn on marketing spend dropped, used to get 7x returnthats why he came to us
"I've had $9m in the pipeline in the last 2 weeks on a $1,200 ad spend" - John Mateyko
John Mateyko, APMA®, WMCP™, RICP® is an Augustana College alum - class of '98. He started at Dean Witter in 1999 in New York City. He has worked as a Financial Advisor for some of the country's largest banks, including Atlas Securities, US Bank, Chase, and Fifth Third Securities; where he won numerous awards for production and client acquisition.
Keith Hazelwood Closes 80% Of His Apex Appointments Into Clients
Some advisors prefer less volume and would rather focus on higher net worth deals with less competition. Keith closed 3 deals in 2.5 months, each with over $1.5M in assets. Including a $2.2m annuity resulting in a $180k payday for Keith on just ONE of the deals.
32 appointments for George…Resulted in 7 new clients and $3.3m in new AUM added in just a month and a half.
Relied primarily on referrals to grow his practice, resulting in rollercoaster-like inconsistent growth.
Exhausted his options of buying leads, seminars, LinkedIn, and direct mailers... with little to no success.
Struggling with 3-4 appointments per month, only adding $2.3M in AUM every 6 months.
Reduced his time spent on marketing down to 1-2 hours a month.
Consistently taking 15 quality appointments per month (more than 3X his past volume)
On track to add $7.6M in new AUM within the first 6 months working with us
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!
