Nadine K.
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

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 Five Star Index, with an average rating of 4.9 out of 5.
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Sales & Marketing · Wilmington, Delaware
Excellent

Sales & Marketing · Walnut, California
Excellent

Sales & Marketing · Minneapolis, Minnesota
Excellent
Sales & Marketing · New York, New York
Excellent
164 approved reviews, newest moderated first
Nadine K.
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
Craig
I feel like we are all rowing in the same direction, which is good. The preparatory materials are great and the classrooms are often helpful. My mentor, Justin Mills, has been responsive and constructive in his coaching and I feel like it is a matter of time before closing our first deal. Yet, a few months in and that close has yet to happen. The AI critique is generally helpful but seems constrained to a narrow set of parameters. And the auto messaging is sometimes frustrating. I think Justin adds alot to the equation to smooth these things out and stay focused on the goal.
Kristen E.
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
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
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.
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.
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.
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.