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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Forrest
Apex Acquisition: more than just a "lead provider"

Apex has delivered exactly what they promised- consistent appointments with qualified, high net worth (over $500k in assets) prospects. But more importantly, they have provided additional training on how to improve the sales process with a tremendous support team of professionals that are there to help you improve your process with potential clients. Personally, I work with Garret Goshorn who has in a very short period of time provided valuable feedback to me on my process and how I can improve it. He has a great attitude, high energy, fun to work with and always provides value in our bi-monthly 1/1 calls, that make me a little better each time we meet.

5
Date of experience: Apr 04, 2025
maximefacon94
Ask and you will receive

Ask and you will receive. Apex gives you the booked, qualified appointments you need. The people show up, ready to discuss their needs.My coach, Darian, is fantastic. They help you build your process and critique you in a way that is applicable in real time. The rest is on you.I tried three other systems. Apex takes the cake.

5
Date of experience: Apr 01, 2025
Taylor Kelly
Ask and you will receive

Ask and you will receive. Apex gives you the booked, qualified appointments you need. The people show up, ready to discuss their needs.My coach, Darian, is fantastic. They help you build your process and critique you in a way that is applicable in real time. The rest is on you.I tried three other systems. Apex takes the cake.

5
Date of experience: Apr 01, 2025
Charlee Foster
FINALLY A COMPANY THAT GIVES QUALITY LEADS

I have tried over a dozen online lead generating programs. They all were garbage. I was hoping APEX would be different and boy was I right! I've had over 10 quality appointments! Four doctors, two lawyers, and all 10ish were quality leads with over $1 million. One lead had around $30 million. I've already helped out two people. Just from those two I made more money from them, then I make in a year. I still have 7 pending for 3rd and 4th appointments. The training is also great! They teach you what you are doing right and what you are doing wrong. Their guidance is what makes them the best advisor marketing company I have ever worked with. I'm excited to see what this year brings for me. FINALLY after 4 years of searching online, APEX has figures out how to connect to advisors to quality leads. THANKS APEX!!!

5
Date of experience: Mar 27, 2025
Zachary
FINALLY A COMPANY THAT GIVES QUALITY LEADS

I have tried over a dozen online lead generating programs. They all were garbage. I was hoping APEX would be different and boy was I right! I've had over 10 quality appointments! Four doctors, two lawyers, and all 10ish were quality leads with over $1 million. One lead had around $30 million. I've already helped out two people. Just from those two I made more money from them, then I make in a year. I still have 7 pending for 3rd and 4th appointments. The training is also great! They teach you what you are doing right and what you are doing wrong. Their guidance is what makes them the best advisor marketing company I have ever worked with. I'm excited to see what this year brings for me. FINALLY after 4 years of searching online, APEX has figures out how to connect to advisors to quality leads. THANKS APEX!!!

5
Date of experience: Mar 27, 2025
Frederick Price
Very pleased with the results after…

Very pleased with the results after using the services for 4 months now. You always get what you pay for and Apex has delivered. Darian has made the experience even better with the behind the scenes advisor support.

5
Date of experience: Mar 25, 2025
Adel Barnes
Great Service

Still pretty new to the program, but Apex has done what they said they would do - get you at-bats with quality leads. Marketing has its ebbs and flows, but overall great so far. What's more, they have framework you can follow, live webinars, and other extremely valuable resources to access and use. Additionally, they paired me with a concierge who answers my questions, has 1-on-1's with me, and provides helpful feedback always. Justin, thank you!

5
Date of experience: Mar 25, 2025
yulali12387
So far the team has been very professional

So far the team has been very professional and delivered as promised.

5
Date of experience: Mar 25, 2025
August C.
Very pleased with the results after…

Very pleased with the results after using the services for 4 months now. You always get what you pay for and Apex has delivered. Darian has made the experience even better with the behind the scenes advisor support.

5
Date of experience: Mar 25, 2025
ÆS
Great Service

Still pretty new to the program, but Apex has done what they said they would do - get you at-bats with quality leads. Marketing has its ebbs and flows, but overall great so far. What's more, they have framework you can follow, live webinars, and other extremely valuable resources to access and use. Additionally, they paired me with a concierge who answers my questions, has 1-on-1's with me, and provides helpful feedback always. Justin, thank you!

5
Date of experience: Mar 25, 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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