Review Time
Apex delivers what they say they will deliver. In a world of shady lead gen companies that seem to just want to fill a quota of "leads", regardless of the quality of the lead, Apex breaks the mold. The leads are very high quality prospects. Also the structure and the coaching system is a huge help. Our Success Manager/Coach Elli has been key in helping to refine our process, verbiage and tone in our client calls with these potential clients.
Elli is a great client success coach. She gives great constructive advice in a way that is encouraging and helps you with your weaknesses. They do deliver on the leads as promised but you must put the work in to convert the leads. The coaching I received from Elli has done just that.
Apex is a breath of fresh air in an industry that generally disappoints. They are legit. They do what they say they will do. Prospects show up to calls on time and are receptive to have a conversation. Apex has a good team of individuals that help the advisor with best practices to land more business. Justin, who helps me has been responsive and helpful.
It is an incredible bunch of employees. The vibe and the way they treat us, as well as themselves is quite remarkable. Garret, my coach is amazing. After meeting him last night in oerson, it solidified my feelings about him. He is warm, caring, encouraging and uplifting. He does what he says he will do and that is very comforting. I love the way I am being coached by Garret but also by yhe others during role play. I think you guys have a magic pill here even thoigh my first call is friday.
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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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