Client Success Stories

Here are testimonials from satisfied clients about the system they established through us.

"My ideal clients are people with investable assets over $500K. Six months in, I have around 30sh appointments and already closed 4 business"
Investors Group financial advisor testimonial screenshot
"I've already closed 2 million in new AUM in just 60 days between 2 clients."
Merrill Lynch financial advisor testimonial screenshot
"In just 60 days, I have had 8 appointments with my niche and have already closed 2 clients with 1.5 million in assets, with multiple more in the pipeline."
Edward Jones financial advisor testimonial screenshot
"I have booked 27 appointments since starting with you guys 6 weeks (I think) ago."
Bank CSB financial advisor testimonial screenshot
"AUM has grown by 3 million in just three months."
Mass Mutual financial advisor testimonial screenshot
"I think it is terrific. From an advisor perspective, you have saved me valuable time in my prospecting efforts and given me a marketing angle that I was previously not using"
RBC financial advisor testimonial screenshot
"I definitely feel the system is starting to work for me in a short period of time. I have added many new connections and booked some quality meetings with my target markets. In the mid-long term I anticipate these results to compound"
Investors Group financial advisor testimonial screenshot
"I've been able to close some big clients, including one with $1.5 million in assets."
Mass Mutual financial advisor testimonial screenshot
"I recommend it to anyone who may be interested in taking their business to the next level"
World Financial financial advisor testimonial screenshot
"I recommend the service to anyone who feels they need help on reaching out to more clients in a sustainable easy way and also to anyone who needs help with their sales process in general. You will be able to increase the volume of your current interactions which can help you see where you need to get better"
RBC financial advisor testimonial screenshot
"Strongly recommend it to try as it will save you a lot of time finding prospects and growing your business"
CIBC financial advisor testimonial screenshot
"I have been pleased with the number of referrals so far and I am now recommending its use with my younger colleague"
FPPMN financial advisor testimonial screenshot
"What stood out to me with Pro Sales is that I will be prospecting efficiently and will only be spending very little time in a day once it’s set up. "
US Bank financial advisor testimonial screenshot
"Pro Sales has completely transformed my business in just 60 days. I was able to collect $50K in insurance premiums and saw immediate returns from my first closed deal."
Allstate insurance advisor testimonial screenshot
"In just 30 days, $35K life insurance policy Closed - with 10 appointments!"
State Farm insurance advisor testimonial screenshot
" As far as the numer of appointments I have had, I am not even sure exactly but it sure has been between 10-15 per month for the last six-seven months."
Assurity insurance advisor testimonial screenshot
"I should say I have a good pipeline built as well. I signed up nine months ago. I have closed 15 clients so far and multiple are in the pipeline."
Bankers Life insurance advisor testimonial screenshot
"All in all, the entire setup has helped grow my annuity sales business significantly. Great support on help needed. Sizen truly cares about success and pays a lot of attention."
Bankers Life insurance advisor testimonial screenshot
"Investment with Pro Sales was paid off after I closed two businesses which happened around the third month"
"Such targeted reach-out has been very effective in helping me close more business"
Bankers Life insurance advisor testimonial screenshot
"Have been successful in closing four businesses since starting last summer. I've also been able to build my brand as a niche expert which is invaluable."
State Farm insurance advisor testimonial screenshot
"I like that I am in control of what kind of flow I want, what kind of people I want to help. "
"I also use this system to grow my team"
World Financial insurance advisor testimonial screenshot
"When I closed 3 businesses from this it was paid for."
"Many things stood out for me with Pro Sales Growth including the experience of Founder herself and her knowledge of different approaches we could take.'
New York Life insurance advisor testimonial screenshot
"They set up a lead generation system that saved me a tremendous amount of time in prospecting, helping create a strong presence on LinkedIn, and giving different target ideas and marketing strategies."
"I started getting appointments within 20 days and have closed 8 businesses, with 3 more currently in process."
Primerica insurance advisor testimonial screenshot
"It's helped me create a strong social media presence and helps build my brand."
"I recommended my two team members and they signed up as well."
Prudential insurance advisor testimonial screenshot
"I got my first appointment on the second day of the campaign.
"I have closed business with 13 clients selling life, disability and health insurance so far and have a good pipeline."
State Farm insurance advisor testimonial screenshot
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