Over the past years we have improved the Client Acquisition of our Advisors and Agents. Listen to our happy students who automated the prospecting process and increased their production with our Program.
Sam Fry
Went on a 2-week vacation and came back to 93 meetings set for the next 3 weeks on autopilot.
Henry Melson
Henry was suffering from burnout over the last 7 years being an Agent and wanted some consistency.
Bennie Miller
Im not a techy and the leads are coming in so consistently that I need to turn them off for a bit.
Meet Mark- CFP
The power of this system allows us to be able to connect with Key people that we would never been able to connect with.
Meet Earl- Life Insurance Agent
What can I say about Arturo?
Meet Michael- Financial Advisor
Learn how Michael went on a 17 appointment run
Meet Grant- Financial Advisor
Learn how Grant was able to get 18 appointments fully automated
Meet Greg- Financial Advisor
How this system allows him to have time freedom
Meet Caleb- Financial Advisor
He was becoming reluctant to pick up the phone until he joined the AUM Program.
Meet Andrew- Entrepreneur
Landed a $10,000 client within 3 weeks of joining the AUM Program.