Case Studies
Want to know exactly how we help financial consultants generate 2x more referrals without cold calling?
The proof is in the results.
Book a personalized strategy call today and we’ll show you exactly how the 365 Trust Method™ would work for YOUR practice, with a custom audit of your Instagram’s untapped potential.
Frequently Asked Questions 
Yes. All case studies are from actual clients. We anonymize names and specific details for privacy, but the numbers and results are real. During your strategy call, we can connect you with current clients (with their permission) who can share their experience directly.
Privacy and compliance. Our FCs trust us with sensitive client relationship data. We share detailed case studies during strategy calls with prospects who are seriously considering the service, but we don’t publish full details publicly out of respect for our clients.
Yes. We have several FCs who’ve agreed to be references. During your strategy call, we can arrange an intro call with an FC whose practice is similar to yours (agency size, client base, specialization).
Results are consistent across FC types. What matters more is:
- Your existing client base size (more clients = more opportunities)
- Your willingness to invest time in Month 1 voice training
- How active your clients are on Instagram
We’ve seen great results with both tied agents and independent FCs.
That’s actually an opportunity. Part of our service includes strategic audience growth—we engage with your target demographic in relevant groups and viral posts to attract new followers. One FC started with only 60 clients on Instagram and now has 400+ followers with regular inbound inquiries.