Review Time
Lots of knowlage and education at apex; coaches are great. The marketing stystems work at getting prospects to engage in an initial meeting. However, closed clients need to be higher to warrent the marketing expense. Yes this ultimatly falls on the advisors shoulders to close the deals in front of them.
Lots of knowlage and education at apex; coaches are great. The marketing stystems work at getting prospects to engage in an initial meeting. However, closed clients need to be higher to warrent the marketing expense. Yes this ultimatly falls on the advisors shoulders to close the deals in front of them.
I have never been part of an organization that provides appointments and also training on how to handle appointments professionally. Overall amazing experience in the first month. Haven’t closed my first deal but working on a couple opportunities.
I have been very impressed with all that has been offered by APEX. You never quite know what to expect when you start a marketing program like this, so I was anxious to see what was really under the hood. I was happy to find that in addition to delivering the promised amount of qualified prospects booked on my calendar, they offer daily live training with coaches and peers on every zoom. This is remarkable, and in my opinion, going the extra mile. I have been assigned a sales coach and we meet 1 on 1 regularly and as often as needed in between sessions. The program has been as advertised, and in many ways, better than advertised. I have learned, grown significantly as an advisor and am very happy with the service.
They deliver the leads and Garrett is a very helpful sales coach. The daily calls offer the chance to practice in a low risk environment. My only hesitation from a 5 star is I haven’t closed anything yet- but I have 4 accounts that seem”closeable” - not too bad for the first 3 months.
Apex is a remarkable company with enormous resources. No matter your level of experience, there is room to learn skills, to be supported in growth by coaches and to benefit from their community platform where you can communicate and learn from peers. Dylan in particular is an excellent coach who goes well above and beyond to get you all the help and answers you need to succeed.
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Apex Acquisition helps wealth management & advisory firms attract the right clients, on demand, completely virtually - using cutting-edge paid traffic campaigns and sales frameworks.
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