How Bryan Moriarty Scaled to 10 Appointments a Week—With $1M+ Policy Sizes and a Growing Referral Pipeline

Meet Bryan Moriarty
Financial Advisor | FaithLife Financial
Bryan had been in the business for over a decade. As a former commercial banking representative turned financial advisor, he understood the importance of long-term relationships and client trust. His services—spanning retirement planning, insurance, budgeting, and wealth management—had always relied on traditional networking and face-to-face meetings.
But when circumstances shifted, so did the industry.
Bryan needed a way to continue growing, even as his ability to meet people in person declined. Social events and trade shows disappeared. Warm intros dried up. And like many advisors, Bryan found himself asking:

“How do I consistently meet new qualified prospects when I can’t do it the way I used to?”

The Turning Point
Bryan already recognized the potential of LinkedIn. He just didn’t have a proven roadmap to make it work. Instead of wasting time trying to piece it together on his own, he joined Ascend—a program specifically built for advisors who want to build a consistent appointment engine through smart, automated outreach.

What stood out most was the community support and weekly coaching calls. As a solo advisor, being able to bounce ideas off others and learn what was actually working in the field gave Bryan the clarity and confidence to move quickly.

He didn’t wait three months to launch his campaign like many others do. Bryan was up and running within a week.

“Immediately, I started booking 15-minute calls with qualified prospects. It felt small at first—but those meetings became the start of real momentum.”

The System That Delivered
With the Ascend program’s messaging templates, targeting strategies, and automated funnel structure, Bryan didn’t just generate leads—he booked real conversations.|
He also added Loom videos to his follow-up process, which helped him deliver personalized, value-packed messages in a scalable way. These simple videos became powerful accelerators, allowing him to deepen trust and continue the conversation even when prospects were busy.
As a result, his calendar started filling—consistently.

The Results

• 10 appointments per week on average
  
• 3 follow-ups for every 10 meetings
  
• 1–2 deals closed per 10 meetings, with
  
• $1M+ in average policy size
  
• $1,000+ net profit per deal
  

Bryan’s numbers don’t even include the warm prospects who ask to reconnect after tax season—or the referrals they’re already sending his way.
That’s the real beauty of this model: it compounds.

“It’s not just the initial call—it’s the long-term relationships, referrals, and deal flow that come after. That’s where the real value is.”

Why It Works
Bryan found success because he didn’t just treat LinkedIn like a social media platform—he treated it like a business development engine.
He:

• Followed the proven Ascend process without reinventing the wheel
  
• Took action quickly, instead of waiting for the perfect setup
  
• Joined a real community of advisors for support, accountability, and live feedback
  
• Leveraged tools like Loom to add a human touch to his automated outreach
  
• Focused on creating consistent small wins, knowing they’d lead to bigger results
  

Now, Bryan’s no longer guessing where his next clients will come from. He’s built a reliable pipeline, engages with serious prospects weekly, and helps his community inside the Ascend program by sharing his own hard-earned insights.
If you’re ready to stop chasing leads and start building a consistent stream of million-dollar conversations, Bryan’s story is proof of what’s possible when you have the right system and support.