Review Time
I have been working with Apex Acquisition and my coach Elli Rager. Apex is the first marketing company that I have worked with that actually delivers on their promise. They have the best acquisition program in the market. I have been in wealth management for over 20 years and have been thoroughly impressed. Not only do they generate exclusive appointments with high quality opportunities, but they also provide the training and systems to help convert those introductions into business.
This program does what it says it will do, and more! Ultimately after they deliver quality prospects, typically ready to at least make a change in what they are doing, the weight is on the advisor to close the business. I've thoroughly enjoyed working with Garrett and appreciate his input and tweaks! I would not hesitate to recommend this program!
Apex has been great at getting quality calls booked on my calendar. The addition of having client success partners to work with has been excellent. Garrett is always quick to respond when there is an issue and offers great advice in reviewing calls.Also enjoy the role play opportunities so quick to respond when there is an issueand offers great advice in reviewing calls. Also enjoy the role play opportunities soyou can practice outside of actual calls. They've done so much more than just lead generation, which in my opinion haselevated them to the top of the industry.
Quality over Quantity. We've tried other services that had no problem hitting their numbers, while we struggled to hit ours. Apex has provided us with a significantly higher number of qualified prospective clients to speak with in our time together vs. others we have used in the past.
Garrett and the team have been great. They are great people and have a lot of experience. I was very impressed with the quality of leads received — sounded too good to be true originally but it’s definitely not! I’m relieved that it turned out that way.
I'm brand new to this program, and I've only just barely started getting appointments from Apex but even before I inevitably start closing deals and getting the ROI as advertised, I can tell you that the training from this program alone is worth the price of admission. My coach Elli in particular has been instrumental in transforming my process from basically winging it into an actual repeatable formula that has built my confidence in presenting that had my very first appointment commit to doing business with me. I've tried several other marketing companies out there, but Apex...especially if you're lucky enough to work with Elli, is HEAD and SHOULDERS above the rest.
Five Stars – Apex Delivers Beyond LeadsAfter 30 years in the business, I can say Apex is the best. Nick, Darian, Zach, and the team provide far more than sales-qualified leads—something other lead sources only do marginally well. Inspired by Alex Hormozi, arguably one of the best business minds of our time, Apex’s system works: leads are attracted, warmed, and delivered.As CEO Nick reminds us, that’s only 30% of the way home. The real differentiator is the Discovery call. Apex trains us to control the frame, identify the prospect’s core concern, empathize, and genuinely help—turning prospects into clients.The experience has been a paradigm shift. I no longer feel pressured to rely on gimmicks, which made me dislike sales for years. The whole team cares about my individual success and is engaged in educating and coaching me into success every week. Apex has shifted my entire approach to client acquisition.
Claim your business profile now and gain access to all features and respond to customer 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.
