We help financial service professionals sell more—at scale.
Reach more prospects. Build lasting relationships. Boost your bottom line.
Financial service
professionals
Hundreds of financial companies of all sizes—from startups to Fortune 500s—use our services to attract, engage, and enroll more customers into their financial service businesses.
- CPAs
- Accountants
- Bookkeepers
- Financial Planners
- Financial Analysts
- Advisors
- Claim Adjusters
- Insurance Brokers
- Mortgage Brokers
- Loan Officers
- Investors
- Traders
- Actuarys
- FinTech & more...
The numbers behind
our booked calls
Spend more time making sales, and less time prospecting.
5k+
Calls booked
30k+
Avg. sale value from booked calls
91%+
Achieve positive ROI within 20 calls
11x+
More likely to attend a booked call with our process
How we work with you
We don’t just give you the tools, we’re with you every step of the way.
Install the right mindset
Having the right mindset from the beginning is fundamental to your success.
Provide the right software
Our software provides the features you need to help you close more deals – automagically.
Set up your automation
Your account manager and copywriter are there to help set you up for success.
Define what success means to you
Every company has a different definition for success. We help you identify your definition.
Market research
We know your industry and talk your language – that’s the difference between us and them.
Launch your campaign
Ready, set, go! Once all the parameters are set we launch and watch the leads roll in.
Find opportunities
We explore opportunities that you may have overlooked and help you capitalize on them.
Define communication standards
Get direct access to our team of specialized experts to help you grow your business.
Fine tune your results
With bi-weekly calls we can fine tune campaigns so you are constantly winning.
Sell More Sales Accelerator™ System
Finding leads is the easy part. However, without a sales conversion process, you’ll waste time chasing connections. What you need is a proven sales system to help you sell more.
A new approach to sales starts here
Sales can be challenging. It’s complex, ever-changing, and time consuming. And, you probably didn’t get into this business to become a sales expert.
With our guided sales system, we change all of that. Our sales system distills decades of experience into tools and tasks that helps you sell more deals at a fraction of the effort and expense.
Don’t go it alone
Your dedicated sales coach is along as your guide.
Meet with your coach monthly to ensure you’re on the right path. Get feedback tailored to your specific business goals.
Sales coaching
All partnerships include monthly coaching sessions.
Ongoing support
Contact us with questions. We offer best-in-class support.
Take a step-by-step approach
Our guided sales system gives you a proven process without requiring you to become a sales expert.
It offers a series of lessons — each with specific homework assignments — so that you can grow your sales in just a few hours a week. It’s both practical and tactical.
Sales checklist
Build your sales foundation with our step by
step easy-to-follow process.
Our offers
Ready to get started?
Done WITH you
Learn more about our guided approach to sales.
Get step by step instruction on how to grow your business with sales automation.
Done FOR you
Learn more about our complete, done for you service.
Skip the learning curve and let us manage and implement it all for you.
Insights, expertise and other resources
—available for you to leverage.
Discover a range of insightful articles to streamline strategy and boost productivity.
Here’s what we’ve got in The PipeLINE.
