Nadine K.
Posted
Apex & Elli have been FANTASTIC!!
Apex has been fantastic and Elli, our coach, is so supportive and easy to work with. Love the results we have already gotten as we continue to grow! Nadine

Excellent
164 reviews
Apex Acquisition helps wealth management & advisory firms attract the right clients, on demand, completely virtually - using cutting-edge paid traffic campaigns and sales frameworks.
Apex Acquisition (apexacquisition.com) has 164 customer reviews on Consumer Courier, with an average rating of 4.9 out of 5.
Showing 154 reviews with 5 stars · Clear filters
Nadine K.
Posted
Apex has been fantastic and Elli, our coach, is so supportive and easy to work with. Love the results we have already gotten as we continue to grow! Nadine
Kristen E.
Posted
The additional systems built into their services bring immense value beyond the leads. For example, helping advisors understand their meeting success metrics, providing one on one coaching and additional marketing resources.
Jessica
Posted
Working with Elli has been a dream come true! Id never worked with a female coach in this business & Elli has made my 1-1 coaching experience impressionable. Elli is smart & quick. She knows her stuff & translates it directly into my business. She welcomes my booking time as needed. She has coached me through different phases of my business development. She is 1 of a kind! Im glad to have the opportunity to work with her.
Krysten
Posted
Apex's process has made this partnership grow. The best part and secret to my learning and success is my coach- Elli Rager! She is so talented and knowledgeable. She really has helped me work and grow in this new side of my business. I'm excited to have found them and look forward to see what the future holds.
Jared R.
Posted
Telewealth has consistently put qualified prospects in front of me. Just as importantly, they help us close more deals. I'm looking forward to much more success.
Kenneth B.
Posted
Apex has delivered on everything they have promised. The real value add to this program is the coaching I have received from Justin. He is always available and we have weekly sessions to go over what I can do better to get deals closed. This service has been far and away the best appointment setting service I have used.
Greg N.
Posted
Apex delivers on their promises . . . they deliver real leads, with real needs, to your calendar. They also provide excellent training and coaching tools for telewealth sales process, which requires a different approach.
Connor H.
Posted
Not only are the leads great but the coaching and guidance throughout the process is extremely helpful. This was my first time trying a service like this and I've been utterly impressed with not only the people but the support I've been provided.