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Financial Advisors:

Remember that conference you went to last week? The leaders repeated over and over how important ACTIVITY is. Activity, activity, activity... and they are right. But we know there is an opportunity for automation to increase your sales activity by 7-10x at minimum. Imagine if you could combine your warm market approach with a cold market approach and be capable of 10,000 to 15,000 sales activities per month. That's a game changer, right?

  • Stop getting stuck in C and D referral circles and never worry about running out of people to call
  • Increase recruiting and retention efforts by offering a repeatable and scalable system that other Advisory firms don't offer to new financial reps
  • Focus on being in front of prospects and suspects instead of dialing for 8 hours a day
  • Grow your book of business in a shorter period of time