Accelerated Success For Financial Professionals
Consistently capture new business by focusing on the RIGHT prospects, GUARANTEED.
97% of the prospect base is not the right fit for your business, let us connect YOU with the 3%LET'S TALK FURTHER
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Financial freedom excites you, we know.
Our marketing company was founded by financial professionals, for financial professionals.
We have seen too many costly mistakes made by general marketing companies, so we set out to be different.
Additionally, our clients have had ZERO compliance issues.
ALL of them, within 90 days, have had at least 250 conversations over LinkedIn, with prospects that fit their specific criteria. Those, we call QUALIFIED LEADS.
We will SHOW you our PROVEN pipeline and process.
We will IMPLEMENT a custom and automated pipeline, tailored specifically for your business.
We will SUPPORT you at every step of the process, from set up, to closing new business.
In short, we ACCELERATE your business to the next level.SHOW ME HOW IT WORKS
Key Metrics So Far...
What We Do
Our team uses the exact same PROVEN PROCESS that our clients follow to capture new opportunities with qualified prospects. Here is a taste of what we do for each of our clients.
The QUESTION is, do you really want to do ALL of these, ON YOUR OWN?
Design entire marketing strategy and adjust it when necessary
Narrow down your ideal client base and effectively reach them
Build a professional LinkedIn profile to establish credibility
Craft personalized and effective scripts without the "automated" feel
Set up all your software tools, CRM and integrate them together
Establish a process to track each prospect to ensure nothing slips
Manage all your meetings across all prospects
Automate your entire outreach using a proven process
Track, refine and create new ones, each and every week
Troubleshoot your software setup when they arise
Leverage a whole suite of tools, and your support team
Trial And Error
Figure out what works by trial and error, without any guidance
Want To Simplify?
How We Work
Depending on where YOU are in your business, ONE of these offers will fast track your success.
Remember, the SLOW LANE to success is doing all of these, ON YOUR OWN.
We Take Care Of
- Optimize your LinkedIn profile and brand for your ideal market
- Define, refine and capture your target audience
- Develop personalized scripts to avoid the "automated" feel
- Establish and warm the connection with everyone of your prospect
- Add each qualified prospect to your CRM when they reply or accept the invite
- Track, adjust and curate your LinkedIn out reach campaign every 1 to 2 weeks
- Implement exactly our 7-steps to Guarantee LinkedIn Prospecting Success for you
- Craft an effective reply when a prospect is closed off
- Answer any other questions related to marketing and sales within 24 business hours
- Provide on-demand sales training when scenarios arise
- Create weekly group coaching calls to share best practices, lessons and sales tips
- Report weekly results for visibility and track your outreach performance
- Call out HUGE pitfalls that we or other clients had in the past
- Create new lessons in the content library for you to review at your own time
What you will do
- Respond to your DMs to warm relationships
- Meet with prospects to convert them into customers
We Take Care Of
- ALL of the core services listed in the Done-With-You section where applicable, plus:
- Engage with your prospects over LinkedIn
- Manage the relationship for you via CRM until you meet with them
- Schedule intro and closing calls for you with your prospect
- Tracking spend and billing
What you will do
- Define your avatar of a qualified client and your monthly spend
- Attend meetings that are scheduled FOR you
You also get these working with us
24 business hour DM response support when you need to know what to say
Learn what is working, what doesn't, and avoid pitfalls
Hundreds of lessons online about our proven process and sales
You Will Get AT LEAST 250 qualified leads within 90 days
Or We Will Work For Free Until You Do
Hear from our clients themselves on how they have been able to massively grow their business, and shorten their learning curve.
Frequently Asked Questions
What Do We Consider a "Lead"?
Do We Offer a Guarantee?
Will Our Service Work For You?
Who Is Our IDEAL Client?
What Is The Time Commitment?
How Do I Know Your Service Works?
Your information is kept safe, and will only be used for communication purposes.
Reach out to our team, tell us your unique situation and we will guide you to the ideal solution for YOU.