- No Cold Calling
- Bypass gatekeepers forever
- Generate between 22-30 appointments high-quality in-bound appointments per month with YOUR IDEAL CLIENT
- Work less than 30 minutes a day
The Most “Complete” Lead Generation Strategy On The Planet
Who is this for?
Financial Service Professionals including:
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- Advisors & Commercial Insurers
- Commercial & Business Lenders
- Commercial Mortgage Originators
- Brokers
Who is this for?
Financial Service Professionals including:
-
- Advisors & Commercial Insurers
- Commercial & Business Lenders
- Commercial Mortgage Originators
- Brokers
Why does this matter?
Here’s the thing. We get it and we want to help.
If you’re reading this, you’ve probably have spent time doing one of the following to generate more appointments.
- Cold calling
- Networking
- Purchasing lists
- Social Media Marketing
- Creating a referral network
I’m sure there are a few others we didn’t include, but you get the point. These are extremely time intensive activities that often do not produce the results you desire.
Imagine doing your morning routine, and having an inbox full of ideal prospects who want to meet with you.
This isn’t a pipe dream. This is a reality that our clients experience on a daily basis.
There’s no gimmick. There’s no catch. Just results. We want to see you win!
We specialize in helping finance professionals generate high-quality in-bound appointments daily through our APEX Ecosystem™.
Our proprietary system utilizes Linkedin and email to attract your ideal clients to you!
Why Linkedin & Email?
Because they are the best tools to use for this profession.
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Still don’t believe us?
Well 45 percent of LinkedIn users are in upper management aka directors, vice presidents and citizens of the C-suite commonly called decision makers.
Still don’t believe us?
Well 45 percent of LinkedIn users are in upper management aka directors, vice presidents and citizens of the C-suite commonly called decision makers.
Ok, now that we’ve established you should be here, let’s talk about how it works.
Pay attention, its going to get really good.
First, we’ll analyze your book of business to establish 2 or 3 ideal client types. We know, we know. You can help any business.
But that doesn’t work if you want in-bound marketing.
Your prospective client is being contacted a thousand times per day with people who have similar offers to you.
If you want them to come to you, you have to establish trust–quickly. We help you do that by speaking their language and discussing their specific needs.
Secondly, we have to structure your messaging/offer. As I mentioned, there are so many of your competitors who are offering similar products, with similar rates, etc.
To differentiate you, we create nerve-striking messaging, and position your offer in a very unique way that attracts your ideal client, and repels anyone who isn’t serious.
Lastly, not only is this process supremely effective to all other methods. It’s highly scalable and you don’t have to do a thing.
You’re probably wondering,
well how do you reach them?
Awesome question. We use a combination of the following:
Direct Outreach
These are quick wins. Prospective clients who respond quickly and are ready to go
Drips
The fortune is in the follow up
Content
Staying top of mind is critical – those who say no right now will think of you and already trust you later – you’ve already helped them
Referral
Your network is your net-worth – this is networking, handshaking, and building centers of influence for your business on overdrive … one connection and mutual value conversation could equal a lifetime of warmed/hot opportunities.
Let’s recap.
The old way.
- Cold calling
- Manual messaging
- Gate Keepers
- Time intensive
- Social Media Marketing
- Referrals
Let’s recap.
The old way.
- Cold calling
- Manual messaging
- Gate Keepers
- Time intensive
- Social Media Marketing
- Referrals
APEX Ecosystem™
(Automated Pipeline Explosion)
✅ Reach over 2500+ business owners per month
✅ Generate 22-30 high-quality inbound appointments per month
✅ Work 30 minutes or less
✅ SCALABLE (you want more, just let us know)
✅ Automated follow up
Let us know if you have more questions, we’re always available and looking forward to working with you.