The Old Way
With Scaled Advisor
Growth & Development
Step-by-step marketing, sales and service delivery materials to help you offer high-value services such as tax planning, CFO services and wealth management to your tax and accounting clients!
Get leads and appointments
Convert Clients with higher prices
Systematize your firm for efficiency
Learn to deliver tax planning, chief financial officer, & wealth management services
Pack Your Calendar With
Appointments Every Month
Using Our Process
Our team of experts generate exclusive leads using custom and compelling strategies. These strategies are hyper-targeted to your service area attracting interested clients. We take the burden of nurture and follow up out of your hands. Turn contacts into life-long relationships. We contact each lead generated, and only book appointments with the ones that are ready, willing, and able to move forward.
Advisors ❤️ Us
Mark - $2,000,000 AUM Closed & much more in the pipeline within 60 Days.
Before working with us: Used to rely heavily on referrals and dinner seminars to grow his business.
Biggest Obstacle: Getting in front of new qualified and high net-worth individuals that want to move forward. Mark and his partner Danny came inside the program working in a highly competitive market. He wanted to be able to stand out from the competition and attract new clients at will. Within the first 60 days, Mark closed his first client.
After working with us: $2.00 MM AUM closed in 60 days. On track to bring in another $8MM within the next few months.
Joshua - $1,500,000 AUM Closed & much more in the pipeline within 60 Days.
Before working with us: Used to rely heavily on referrals and paying thousands of dollars a month to a LinkedIn lead generation program with minimal results.
Biggest Obstacle: Getting in front of new, qualified and ideal clients. Josh wanted to specifically work with high net worth prospects that were in need of wealth management services.
After working with us: $1.5 MM AUM closed in 60 days. 5 appointments/week
Gord - $900K AUM Closed in 14 Days
Before working with us: Gord has been in the industry for over 30 years, he is now restarting his own business and had tried multiple lead generation companies. He had spent tens of thousands of dollars on various marketing initiatives with little to no success.
Biggest Obstacle: Getting in front of ideal & engaged prospects.
After working with us: After joining our program Gord was able to delegate all prospecting efforts to his assistant and was able to spend all of his time on client meetings and close $900K in AUM within 14 days of his first campaign launching. Gord on average book 4 meetings per week.
Jim - $100,000 Commission Closed
Before working with us: Used to spend $25K/year on ZoomInfo to reach out to business owners and rely on referrals to grow his practice.
Biggest Obstacle: Jim struggled to find a company that could actually deliver results to help him to consistently get in front of ideal HNW clients. He was hesitant at first, but after taking a leap of faith and working with us, he’s very happy with the results he’s gotten through our program.
After working with us: $100,000 in commissions closed.
Ralph - 20 Appointments/Month
Before working with us: Used to rely on referrals to get new clients.
Biggest Obstacle: Prior to implementing o online systems and appointment booking processes, solely o word of mouth and referrals, which often resulted in a high number of unqualified leads.
After working with us: 20 Appointments/Month
Stephanie - 2 Closed HNW Clients in 45 Days
Before working with us: Relying on referrals to grow her practice.
Biggest Obstacle: It was very difficult for her to find a company that could actually deliver results and a positive ROI. Stephanie was skeptical at first, she made the decision to work with us and she's very happy.
After working with us: 2 clients closed in 45 days. She's on track to hit multiple 6 figures this year.
Quote: “ I have spoken with 7 prospects this week on the phone and was just hired on the spot today for a full financial plan (Incorporated Profesional Engineer) after a 30 minute discussion. I have 3 proposals to prepare over the weekend for the asset transfer concept (6 – 12K Par Policies) and open discussions with all 7 of them. This is the first time in my life that I look forward to reaching out for the first call to a prospect. The calls are friendly and enjoyable and I am averaging 2 a day, every day with no end in sight. ” - Stephanie S.
Ben - $2.00 MM + 15-20 Appts Per Month
Before working with us: New business came from past clients, word of mouth and referrals. Tried other lead generation companies but found himself spending over 2 hours a day prospecting without closing any clients.
Biggest Obstacle: He came into the program looking for a predictable manner to generate appointments with new leads. Prior to working with us, he had tried a few different strategies with little to no success.
After working with us: $2MM Pipeline in 90 days, consistently booking 15-20 appointments per month.
Stamp - 10-15 Appointments Per Month
Before working with us: Used to rely on referrals & Dinner Seminars to grow his Financial Planning Practice.
Biggest Obstacle: Not having any systems in place to take his practice online and lack of processes to book appointments without word of mouth or referrals.
After working with us: 10-15 Appointments Per Month Booked On His Calendar Consistently
Tara - 2 Clients Closed + 15-20 Appointments/Month
Michael - $1.00 MM + 16 Leads in 14 Days
Before working with us: Had a well established and successful business, new business mainly coming from word of mouth and referrals.
Biggest Obstacle: Looking to grow an online presence. New business mainly coming from word of mouth and organic referrals.
After working with us: $1.00 MM AUM + 16 Leads in the first 14 days. Fully automated prospecting system built inside his business generating 30 Leads a months consistently.
Barak - 15 to 20 Appointments/Month
Before working with us: Relying on referrals to grow his practice.
Biggest Obstacle: Ability to get in front of new and qualified prospects.
After working with us: 15-20 new appointments after one month of launching his first campaign.
Kevin - 20 Appointments/Month
Before working with us: Before joining our program, Kevin relied mostly on manual outreach in order to build his network.
Biggest Obstacle: Booking more appointments with ideal prospects.
After working with us: After joining our program Kevin was able to get in front of his ideal market and eventually have a conversation with prospects that are interested.
Keith - 15 Appointments/Month
Before working with us: Relying mostly on word of mouth and seminars to grow his business.
Biggest Obstacle: Keith came into our program looking for new strategies that will help him bring on more clients.
After working with us: Keith was able to book a lot of meetings shortly after launching his first campaign and was able to generate a substantial amount of leads within a short period of time.
Steve - 30 Leads in 30 Days
Before working with us: Using existing database to grow his business and relying on referrals.
Biggest Obstacle: Steve is an advisor with 20 years of on the field experience. Steve was doing really well from referrals he was getting, he wanted to expand his network using online media. Within the first 4 weeks of working with us, he was able to pack his calendar with appointments.
After working with us: 30 Leads and 11 Appointments
Narmin - $21,000 in Premiums Closed in 60 Days
Before working with us: Hosting Seminars and relying on referrals to grow her business.
Biggest Obstacle: Narmin is an experienced Insurance Advisor and focuses on Life, Critical Illness, Disability, Group Benefits, Tax strategies. All of her business came from referrals and educational seminars. She didn't want her income to be unpredictable and inconsistent. Therefore, she reached out to us and saw exceptional results within 60 days. She is now a firm believer in our 4 step marketing system and online leads in general. The results speak for themselves.
After working with us: 42 leads in 30 days. 13 appointments scheduled, 7 appointments conducted. 3 cases closed of a total of $21,000 in commissions.
Rashid - Closed $1.00 MM within 30 Days
Before working with us: Tried other Facebook campaigns and relying on referrals Center of Influences.
Biggest Obstacle: Rashid used to rely heavily on his referral partners which was very inconsistent with his goals, therefore he decided to implement our program in his business. Prior to working with us he had no clarity as to where the next client was coming from. We helped him put together a predictable system of client acquisition in which he controls all aspects of the system
After working with us: 65 Leads, 17 appointments and 2 confirmed closes through a mixture of Facebook Ads and building new referral partners through our organic strategies.
Perry - 22 Appointments in 30 Days
Before working with us: Relying on traditional methods to grow his business.
Biggest Obstacle: Perry used to rely heavily on word of mouth and he found it to be inconsistent. Prior to working with us he had no clarity as to where the next client was coming from. We installed a framework for him to generate new business in which he has full control of the system.
After working with us: Packed calendar, 67 Leads, 22 appointments through our organic system.
Andrew - 2 HNW Clients Closed in 60 Days
Before working with us: Operating in a saturated market. Paying thousands of dollars for lists of leads to cold call.
Biggest Obstacle: Andrew was like many other Advisors before coming on board to our programs. He was highly skeptical, unsure if it was going to work and he’s not one to blame. The Financial Service Industry is filled with people charging exorbitant amounts of money for marketing systems which can be set up for a single advisor in less than 60 minutes. It's the same campaigns that we helped Andrew set up which led to these results.
After working with us: 2 HNW Clients & closed and many more working clients in the pipeline.
Theresa - 21 Appointments in 14 days
Before working with us: Growing her business through organic strategies such as dinner seminars and events.
Biggest Obstacle: Theresa came into our program with frustration from lack of appointments and being burnt by other lead generation companies that didn't perform in the past and wasting thousands of dollars trying to market himself. She was highly skeptical and had lost trust in online lead gen.
After working with us: Theresa went on to book 21 Appointments within 14 days. Theresa is currently seeing a 55% conversation rate on her leads and having a few meetings a day.
Evan - $750K in AUM closed in 30 Days
Before working with us: Skeptical after being burned by multiple lead generation companies and being stuck in a 6-month long contract.
Biggest Obstacle: Used to solely rely on referrals, cold-calling and door knocking to grow his business. He was paying thousands of dollars every single month to lead generation companies with little to no ROI on his investment. Prior to working with us, he was working with a Financial Advisor Coach and he was not fond of their process and quality of leads.
After working with us: 36 leads, 10 appointments, $750K in AUM closed and much more in the pipeline...
Mehran - 21 Appointments in 4 weeks
Before working with us: Mehran runs a very successful practice primarily focused on insurance. He came inside the program with very little online presence. He tried to create his own marketing campaigns but wasn't able to get it to work.
Biggest Obstacle: Referrals were the ONLY avenue of growing his business.
After working with us: 21 appointments in the first 4 weeks. Mehran is seeing on average 4-5 appointments being booked into his calendar every single week.
Edris - Closed 4 Clients with $1.9 MM in 120 Days.
Before working with us: Skeptical about online lead generation after being burned numerous times by companies.
Biggest Obstacle: Edris had no predictable appointment system to generate conversations with potential prospects. He believes that leaving the growth of his business based on his friends and family is not a is not the right way to run his business.
After working with us: 102 Leads, 16 appointments with $1.9 MM funded in 120 Days.