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Agostino Lermieri

Independent Insurance & Investment Advisor at Averton Financial Services

Niche:

Healthcare

Tags:
Financial Services
Success Story

How Agostino Generates 40+ Appointments/month With High Net-Worth Prospects

Before

$100K ARR

9 Months

600% Growth

After

$600K ARR

Before working with us:

Ago has been in this wealth management, insurance, and financial advisory business for over 20 years helping business owners, executives, and high net worth individuals structure tax-free capital exit strategies to minimize taxes, and grow and protect their assets.

Ago was chasing high value leads, looking for clients in any way possible for long time, and like he admitted in the video below, "It was hard generate leads in this niche."

He was averaging at 10 appointments a month for a long time.

He had no predictable appointment system to generate conversations with High-Net worth business owners and Executives.

Ago's biggest obstacle,

Was his messaging and getting crystal clear on the underlying problem he was actually solving.

After working with us,

Ago has went from 10 appointment a month to printing 10+ High-Value Appointments A WEEK with High-Net worth prospects ($1M-$5M+ in AUM).

Ago's been working with myself and the Executive advantage team and we got his messaging dialled down dial down to precision, and he's now getting more, better, and highly interested responses from his target market, so he can cherry pick his ideal clients, while he rejects all the unfit prospects.

On top of it, Ago leverages our proprietary LinkedIn Executive System to automate his appointment generation process and spends less time on lead generation, and more time on doing what he does best.

He's added over additional $120,000/yr in income from just a handful of high-value clients, without spending anything on paid ads.

Do you want results like Ago for yourself?

If you do, I have an amazing news!

Solution: Ago recently joined our New "Enterprise Elite" Mentorship program, that is truly cutting edge of what's working RIGHT NOW to land high-ticket clients and pack your calendar with qualified appointments.

Click Here to Book a Call & Let's Scale Your Business to $100k Per Month!


Cheers, To Your Greatness!

- Mitch

Video Transcript

Coming soon...

Want Results Like This?

Apply below for a Custom Growth Session
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