Koby L. - 4.00 MM in the Pipeline within 30 Days

Before working with us: Relying on traditional methods of client acquisition and word of mouth.

Biggest Obstacle:
Koby and his team came to us in a highly competitive market after using many lead generation companies which never worked for him. Koby joined us in the beginning of COVID and he was forced to explore other options to be able to keep his business up and running. Although Koby was skeptical at first, he is very happy that he chose to work with us to grow his business.

After working with us:
32 leads in 30 days. 12 appointments scheduled. 3 working clients and over $4.00 MM in AUM in the pipeline.
Transformation: 2 HNW Clients Closed in 60 Days.

Koby L.
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