Excellent
164 reviews
Apex AcquisitionHonesty, pricing, process and quality scores appear once 5 customers have rated them.
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 Rated Honest, with an average rating of 4.9 out of 5.
Showing 154 reviews with 5 stars · Clear filters
kevin W.
Posted
The coaching is the real value of the program. For someone that doesn’t have a ton of sales experience, they provided 1:1 support and helped me improve my skill set. Especially Garrett, he’s amazing!
Zachery H.
Posted
Wonderful.
Jason E. Z.
Posted
I’ve been working with a company that helps me generate qualified leads and open retirement accounts, and I can confidently say they’ve made a big difference. A key highlight has been my coach, Zach. He’s been phenomenal—knowledgeable, supportive, and always on point with guidance. I’d recommend him to anyone looking to grow their business in this space!
Stephen P.
Posted
Elli is a great client success coach. She gives great constructive advice in a way that is encouraging and helps you with your weaknesses. They do deliver on the leads as promised but you must put the work in to convert the leads. The coaching I received from Elli has done just that.
Jim R.
Posted
Apex delivers what they say they will deliver. In a world of shady lead gen companies that seem to just want to fill a quota of "leads", regardless of the quality of the lead, Apex breaks the mold. The leads are very high quality prospects. Also the structure and the coaching system is a huge help. Our Success Manager/Coach Elli has been key in helping to refine our process, verbiage and tone in our client calls with these potential clients.
Erich C.
Posted
Apex has consistently delivered qualified leads as agreed. A key highlight of the program is the comprehensive coaching provided on converting online cold leads into tangible business opportunities. This initiative serves not only as an investment in your business but also supports personal development through focused coaching. My coach, Elli Rager has been a highly effective collaborator, guiding me through each stage of the sales process—from initial meetings to closing. Her clear direction has helped eliminate distractions and kept me focused on enhancing my communication with prospects. Online marketing can be challenging, but by committing to learning and following the process, you increase your chances of achieving success and expanding your business.
Simon R.
Posted
Apex is a breath of fresh air in an industry that generally disappoints. They are legit. They do what they say they will do. Prospects show up to calls on time and are receptive to have a conversation. Apex has a good team of individuals that help the advisor with best practices to land more business. Justin, who helps me has been responsive and helpful.
Bobby B.
Posted
A very good staff providing plenty of help and positive guidance that is motivated to deliver success. Justin is a terrific coach who has been helpful in my success and is responsive to any challenges as they show up.
