We have worked with over 30 individual Financial Professionals and 3 companies from financial industry in 13 different countries around the world
Geoff, Australian Tax Advisor
About the client:
Geoff is an Australian advisor with more than
37 years of consulting experience. His main focus is advising Australians who work overseas with their repatriation, property tax, and retirement planning.
Results:
For the first month, we found success since Geoff had
9 meetings, 1 immediate close for $4000 consultation, most of the clients became clients within months of repatriating back to Australia.
Jaroslav, Slovak Investment Advisor
About the client:
Geoff is an Australian advisor with more than
37 years of consulting experience. His main focus is advising Australians who work overseas with their repatriation, property tax, and retirement planning.
Results:
For the first month, we found success since Geoff had
9 meetings, 1 immediate close for $4000 consultation, most of the clients became clients within months of repatriating back to Australia.
Financial Advisory Company, Žilina, Slovakia
About the client:
Company with team of 12 Financial Advisors, saw opportunity in selling products through informational brands
Results:
After a 2 months of working together we brought 1740 leads for price of 0.55€ for one contact.
Matthew, Financial Advisor from the UAE
About the client:
Matthew is a fully qualified Level 4 UK regulated financial adviser, with over a decade of experience in the financial services industry.
Results:
Matthew managed to close a prospect in just his 2nd video call in 5 days after starting to work with us. Later on, we managed to get more than 28 people who wanted to speak with him in a span of 2 months..
Norman, Financial Advisor from Dubai
About the client:
Norman Lowe is a Chartered Institute of Securities Qualified Wealth Manager (ICWM)
operating from the UAE and has been working in the offshore cross-border investment and advisory arena since 2005.
Results:
Norman started with a healthcare. We successfully managed to have more than
200 conversations
through LinkedIn prospecting in the first month..
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