The Right Way To Build Your Financial
Advisory Business,

Increase Leads &
Find The Right Clients For You

As featured in


We provide quality lead generation services to financial advisors

We provide quality lead generation services to financial advisors and are here to help modernise and revolutionise the way that financial advisors do business as well as launch and run successful businesses by helping them learn how to find the right clients over and over.

With over 30+ years of experience in the financial industry, we fully understand the time commitments involved in creating the right digital marketing strategy.
This is why we’ve developed a fully-automated marketing system that allows you to focus on growing your business while we deliver the best quality leads for your business.

It’s the exact same system that took our RIA Business from $500K in revenue to $6 Million in just 5 years.



White Paper, Flow Chart & Checklist Funnels



Custom follow-up sequences

Introducing THE ULTIMATE


Done For You Everything!

Why battle with planning your next seminar and let our seminar veterans guide your team through the process of setting up your seminar for success!

Quality Attendees

Our system will help find the right attendees that are looking for your services that are based on your firm's ideal clients.

Detailed Targeting

Our social media experts work on getting you the perfect prospects through extremely detailed targeting on social media.

Results &


Sherri E,
New Jersey

"I’ve been an independent financial professional for many years working for different financial marketing organizations & earning a decent income. I was constantly having to find new ways to get in front of qualified candidates. I bought telemarketer leads, used direct mail leads, and tried every which way to fill my appointment calendar weekly. A few years back David Bezar and I met and I was impressed with his professionalism and knowledge of marketing and the financial industry. He put me on a path that did something I never expected - a booked calendar week in and week out with qualified candidates that want to talk to me. All of these steps in the Quantum Leap System, if followed, will lead to not only amazing revenue numbers and a feeling of professional accomplishment, but also personal satisfaction knowing you were able to have an impact on your clients' life.

It’s out there! Success in the industry qualified leads, and a system that if followed works if you work it! Thank you, QLS for leading me on a path of confidence and success in my financial career!"

Seth G,
New York

"As a financial professional in the industry on the bank channel for over 15 years, my clients always came via warm referrals from our banking partners. Five years ago, I made a change to an independent advisor and found that clients were much more difficult to cultivate. This when I met David Bezar. David helped me with digital marketing, showed me the importance of social media and how to attract qualified prospects. He taught me how to effectively use seminars as a way to meet the right people as well.

Since adopting the strategies taught to me byQLS, my sales and revenue have increased dramatically and I am on pace this year to surpass $10 million in annuity sales and attract over $6 million in assets under management. There is no doubt that without David's help, I would not be in the same position I am in today. "

Ready to Grow Your Financial Advisory Business?