Review Time
Apex has been great so far I have had more appointments with qualified individuals then with any other program, I’ve worked with. I especially like working with my coach Elli, she points out all the areas I need to work on that I wouldn’t see on my own.
Apex has delivered on everything they said so far! Very pleased 1.5 months in, have already kept 10 meetings. Have cases open and excited about what's to come. I am working with Garrett as my coach and he has been engaging, motivating, and selfless with his time and energy. He has also connected me with other great advisors which is opening doors. So grateful to have his help in this journey!
Buying leads is one thing... Getting a system to process them is another...Paying for world class coaching to improve yourself as a virtual world closer is the game changer. My coach Zach and the others in the ecosystem have taken my real world closing skills and shown me how to translate them to virtual closing.
Apex has a system to provides quality leads on my calendar every week. I have had some very good convos with perspective clients and feel confident that if you stick to their system and the training support that they provide that this is a quality lead generation sustainable process for a Financial Advisor looking to grow their business. My coach, Justin, has been very helpful in helping me fine tune my process to produce better results.
As with anything, you get out what you put into it. As I have begun to lean into what Apex has to offer, my experience became exponentially more positive and Garrett has been a significant force behind that. Couldn't be happier or more excited for all of the wins down the road
Initial red flags apparently they must've had an issue through my initial month of onboarding that was a marketing issue that I learned over a month after getting started when it was casually mentioned in a consultative meeting and when we were finally ready to start the marketing side on boarding for a month was ridiculous than hearing that after the fact made me think “why is Your time more valuable than mine?”that's material information that you should get out in front of to customers.Next, I have meetings with coach who is a nice enough girl, but I don't need Kumbaya meetings. I need leads and you guys would do better to focus on… well…I'm not gonna tell you how I think I would change your program as a single subtle change could be instrumental to results but few things I would do is start on time I think the first meeting I had with Darian he shows up late and then makes excuses that he thinks it's acceptable to start meetings 5 minutes late that is as bush league as it gets for virtual meetings. Those meetings should start on time, only amateurs start late and make excuses. Otherwise, that's complete BS and then whoever was joining the call as the “air quote expert” couldn't figure out starting on time either. Now on occasion and if that's your own internal companies shit that's fine but I'm a client and I don't expect to see that amateur bs! so far roughly I'm about 20 grand in for what four or five conversations maybe sixYour ad seems to elude to a false premise that I cannot figure out how to put the strategy that you guys stipulate which means you're liars and I'd like to actually see you prove what you advertise. Do it and show me the exact strategy because if you're making that advertisement you should be able to have material results it says it's possible Show me how to make 8 to 12 grand per month on 500,000 expect that in my inbox at the end of the day.Because these ads are so pathetic those people who are having conversations are very low quality prospects, your program stipulate you're getting high value quality advisory services seeking and that’s not true!I thought you were running an advisory style marketing program for me. They don’t run advisory marketing, they ran ads for products that can guarantee 8000 to 12,000 a month and 500k in assets to achieve I would like you to prove this or consider this allegedly false!. That’s such a lie after I saw that I was like OK let me just try that strategy nope, couldn’t do it. It’s not possible with the low asset value.The program results that you sent me an email showing the statistics of the dashboard show 100% fair rates on various things and I sat back and I thought I wonder how long it'll take them to fix this cause that's indicative of the health of your results and an inner workings it never got fixedSo within a matter of week, I could tell that you were an overpriced luxury cost service full of amateurs who the only thing you apparently know what to do is a psychology of marketing Coach I worked with had my schedule from day one sept accepted, expecting me to sit on her calendar going back to that obviously advisors have a fair degree of ego. I'm no different but presidents of companies wanna work with other experts who have built something special and built something meaningful and that it just isn't there here I don't need somebody to show up late who doesn't know the system who can't even Solve dashboard issues but you would think that would be a good role in utility for those people to do would be soft shit rather than just talk, but I'm obviously extending disappointed. I feel very rightly so because I don't usually get this angry with places so apparently I was due, but you got a lot of stuff to fix. Expect some type of resolution quickly and you won’t get it here!They still have not met their guarantee!
These guys have delivered on their promises, but it's their group training and one-on-one coaching that sets them apart (thanks, Garrett!). Being able to collaborate with advisors from across the country is invaluable in that you can learn from others mistakes, and duplicate what leads to success.
I’ve been working with Elli for the past few months and I would highly recommend her as well as the platform to any advisor out there! Like with anything in life, bringing on Apex felt like a massive risk due to uncertainty, but I can say that they have delivered as expected and I will continue using them far into the future!
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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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