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$4,000 in → $37,000 Out In 30 Days. After 3 failed Attempts, He Finally Found A Good Marketing Company!
Gene Santos has been in the industry 13 years. He's worked with 3 other marketing companies before. None of them delivered. Within his first 8 small business owner appointments, he turned $4,000 in invested into $37,000 in submitted commissions, and has more cases still working through the pipeline that aren't even counted in that number. His words: "As a business owner and advisor, a 10x return on ad spend is what we're looking for. That's crazy." But the part that stuck with me wasn't the 10x. It was this: He said we're one of the only media companies he's worked with that has a professional process and is genuinely invested in the advisor's success. That's not a scripted testimonial. That's a guy who's been burned 3 times saying it on a live call without being asked. Here's what I think most advisors get wrong about lead generation: They look at the first month's ROI in isolation. This advisor gets it, he's not just measuring cash-on-cash return. He's measuring the new cold market he now has access to. Every business owner he meets through us is a door to referrals, investment planning, group benefits, estate work. The $37K is the floor, not the ceiling. That's why he's already referring 4 other advisors from his network to us. His exact words: "They're seeing the success I'm having. If I'm putting my money where my mouth is and getting results, they want to do it too." Here's the full 4-minute clip if you want to hear it straight from him: [YouTube link] If you've been thinking about adding qualified business owner appointments to your calendar, we should talk!
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Sammy Chon
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Life and Health . SoCal

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Joined Aug 4, 2026
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