About

How We Work

At Apex Advertising, we redefine the standard of lead generation and appointment setting for financial advisors. With a meticulous approach, we ensure that every prospect we acquire through our ads undergoes a rigorous qualification process.

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Our Process

Our commitment to quality begins with the implementation of qualifying questions, enabling us to filter and identify prospects who align closely with your target demographics and preferences. We go the extra mile by verifying all prospect information provided in the qualifying form through direct phone calls, ensuring accuracy and reliability.

Once a prospect qualifies, we seamlessly integrate them into your calendar based on your availability, offering a hands-off experience for our clients. Our streamlined process ensures that appointments are generated directly onto your calendar, requiring minimal input from your end.

At Apex Advertising, we adhere strictly to your guidelines and requirements, setting appointments only with prospects that match your specified criteria. Whether it's age, net worth, career, location, gender, investable assets, or time from retirement, we tailor appointments to your exact client profile.

We understand the importance of quality over quantity.

Therefore, we only set appointments with individuals who possess a minimum investable asset of $100,000 or more, unless otherwise specified by our clients. Rest assured, every prospect we introduce you to will meet your exact client profile and exceed the minimum investable asset threshold if required.

Partner with Apex Advertising and experience the difference in lead generation and appointment setting. Let us help you connect with qualified prospects who are primed and ready to engage with your financial services.

Your Success, Our Priority

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