apexacquisition.com

4.9
4.9 Based on 191 reviews

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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Average Rating

4.9

/
5

191 Reviews

5 Star
92%
4 Star
5%
3 Star
0%
2 Star
1%
1 Star
2%

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Review Time

Sutton Howard
I’ve had a great experience so far on…

I’ve had a great experience so far on the Apex system! The support is great and is there for you every step of the way!

5
Date of experience: Jun 12, 2025
Annabeth Clark
Garrett Goshorn - Professional Excellence

The Apex training and coaching is more than how to increase sales volume. It is about asking better questions that drive purposeful conversations with prospects which transitions into lasting and meaningful relationships with clients. Garrett Goshorn (my coach) is the epitome of the Apex philosophy. A true first round draft pick for any organization.

5
Date of experience: Jun 11, 2025
Vic R.
WOW!

WOW! In the last 5 years, I have purchased "leads" from over 30 different online vendors. NONE of those companies has been as helpful as Apex. From the training, the scripting, the CRM and the ongoing help, the are one of the best. After working directly with Garrett, I would HIGHLY RECOMMEND Apex.

5
Date of experience: Jun 11, 2025
WOW!

WOW! In the last 5 years, I have purchased "leads" from over 30 different online vendors. NONE of those companies has been as helpful as Apex. From the training, the scripting, the CRM and the ongoing help, the are one of the best. After working directly with Garrett, I would HIGHLY RECOMMEND Apex.

5
Date of experience: Jun 11, 2025
Garrett Goshorn - Professional Excellence

The Apex training and coaching is more than how to increase sales volume. It is about asking better questions that drive purposeful conversations with prospects which transitions into lasting and meaningful relationships with clients. Garrett Goshorn (my coach) is the epitome of the Apex philosophy. A true first round draft pick for any organization.

5
Date of experience: Jun 11, 2025
Serge Schneider
They deliver on what they say they will

5
Date of experience: Jun 04, 2025
Mark Banks
They deliver on what they say they will

5
Date of experience: Jun 04, 2025
audeo2
Program has exceeded my expectations!!

I have been in the tax and wealth advisory industry for over 40 years. I have spent enormous amounts of money on numerous marketing and lead generation systems such as radio shows, workshops, seminars, etc with lack luster consistency or success. When I reached out to Apex I expected this system to be another high priced program with low expectations that would deliver results similar to other marketing systems. Well I can say I am blown away by the consistent activity of receiving qualified leads since the first day of going live with the program. I literally received 3 leads within hours of the first day of launching my program. I wish Apex was available to me years ago. The ROI on this marketing system will likely significantly exceed anything I have done in the past!

5
Date of experience: May 29, 2025
Jemma S.
Great leads, great support!

Had a great experience with Apex—Zachary was our point person and he was fantastic. Very attentive, provided solid leads, and was super helpful throughout the process. Highly recommend!

5
Date of experience: May 29, 2025
Wilf Anderson
I’ve loved working with Apex so far

I’ve loved working with Apex so far. They’ve helped us get in front of high quality prospects and they consistently meet with us to make sure we are maximizing our investment with Apex. If things keep going how they are, I don’t see a reason to stop working with Apex!

5
Date of experience: May 29, 2025

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Business Details

  • Apex Acquisition helps wealth management & advisory firms attract the right clients, on demand, completely virtually - using cutting-edge paid traffic campaigns and sales frameworks.

  • language https://apexacquisition.com

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