Case Studies Archive

Bryan

Financial Advisor

“Bryan was looking for a smarter way to scale his practice and connect with higher-value prospects. After launching his first campaign through Ascend, he quickly started averaging 10 appointments a week. Roughly 1 in 3 calls turned into a follow-up, and 1–2 became deals—often worth $1 million or more in policy size. The best part? The system keeps compounding, generating referrals and momentum without added effort.”

Jeff

Financial Advisor

“After years of expensive, low-return Facebook ads, Jeff finally cracked the code. Using our system, he connected with high-income prospects he never would’ve met before—including one client who generated $59,000 in pure profit and another worth $12,000. Now he’s averaging 6–8 high-value meetings per month and targeting IT professionals and engineers nationwide with confidence.”

Nick

Financial Advisor

“Nick had always relied on in-person meetings to win business—until he saw what was possible with a virtual system. After joining Ascend, he launched his first LinkedIn campaign and booked 10 appointments in two weeks, leading to an 85% follow-up rate. In the first five months, he brought in over $600,000 in AUM, $41,000 in life insurance premiums, and $5,500 in DI policies—while booking 5+ new appointments each week, even while on vacation.”

Jeffrey

Financial Advisor

“Jeffrey went from a plateaued 6-figure practice to consistent 7-figure revenue in his first full year post-implementation, building a $5M+ lifetime-value pipeline and acquiring ~100 new clients. He’s scaled his network to 2,500+ targeted connections and slashed his sales-cycle time by accelerating speed-to-trust.”

Dan

Financial Advisor

“Dan used the system to break into a Fortune 100 company through LinkedIn – something he’d never been able to do before. By consistently showing up and using the right message, he built trust fast and brought in $20 million in new AUM plus another $8 million in managed 401k assets. All from one company.”

Pamela

Financial Advisor

“Pamela was spinning her wheels with inconsistent prospecting and no clear system. After working with Advisorist, she’s booked 90+ qualified meetings and brought in over $15 million in new assets – all without paid ads or cold calls.”

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