Growing a business as a certified financial planner (CFP) is no small feat. Many CFPs find themselves struggling to connect with high-net-worth individuals and secure meaningful connections that lead to qualified appointments. That’s where the SLS Framework comes in—an innovative solution designed by Ramzi Malas, a former CFP, to streamline client acquisition and appointment setting. More specifically, today we’re diving into Joe Moore’s review of Lux Sales Consulting and how the SLS Framework reshaped his business.
Tyler: Hello, Joe! I’m thrilled to have you here. It’s been exciting to watch your progress with the SLS Framework. Can you share with us what your experience has been like so far?
Joe Moore: Hi, Tyler! It’s great to be here. Since we started working together, things have been amazing. Just about three months in, I’ve closed nearly $700,000 in Assets Under Management (AUM). The number of appointments I’m getting has significantly increased too—around two or three per week.
Tyler: That’s fantastic progress! What’s impressed you the most about the SLS Framework?
Joe Moore: Automation is definitely a game-changer. It’s so much more efficient than managing everything manually. The system handles data transfers from LinkedIn to my CRM automatically, and the email workflows are spot-on. I set up these workflows, and it’s like the system is handling my follow-ups for me. It saves a ton of time and ensures that I’m always in touch with potential clients.
Tyler: It’s great to hear how well the system is working for you. What about the multi-channel approach you’ve been using?
Joe Moore: That’s been key for me. I’m putting in about three hours a day, which isn’t too demanding compared to handling everything manually. The multi-channel strategy—using LinkedIn, email, and phone—means I’m reaching people through various touchpoints. Even if someone doesn’t check LinkedIn regularly, they’re likely to see my messages through email or phone. It’s all about increasing the chances of connecting.
Tyler: That sounds like a comprehensive approach. How many appointments have you secured so far?
Joe Moore: I haven’t kept an exact count, but it’s somewhere between 15 and 20 appointments. I’ve already closed two clients, and there’s around $1.2 to $1.3 million in the pipeline. I’m also excited about a hot prospect with $15 million in investable assets. The system has definitely opened doors I wouldn’t have had access to otherwise.
Tyler: Impressive results! What would you say to someone considering the SLS Framework?
Joe Moore: I’d say go for it. I was skeptical at first, having tried several other programs before, but this one has proven to be the best by far. It’s not just about getting leads; it’s about having a system that you can use for the long haul. It’s a valuable investment in your business, and the support from the community and training is excellent.
Tyler: That’s wonderful feedback. It’s clear that the SLS Framework is making a significant impact on your business. Thank you so much for sharing your experience, Joe.
Joe Moore: Thank you, Tyler. I’m excited to see what’s next and to continue using the system to its fullest.
Joe Moore’s journey with the SLS Framework illustrates how a well-structured, automated system can transform a CFP’s business. From boosting appointment rates to significantly increasing AUM, the results speak for themselves. If you’re a CFP struggling to grow your business, the SLS Framework by Lux Sales Consulting is a comprehensive solution to streamline client acquisition and enhance your overall efficiency. With the right tools and approach, achieving your business goals could be just around the corner.