Sales System
for Financial


We're Built for Financial Pros

Our sales tools and services have been designed with one purpose in mind: to help you attract and enroll more customers into your financial services. Our proven sales system will give you the edge you need to close more.

CPAs / Accountants


Financial Planners

Insurance Brokers

Mortgage Brokers

FinTech Companies


A New Approach to Sales Starts Here

Sales can be challenging. It’s complex, ever-changing, and time consuming. And, you probably didn’t get into this business to become a sales expert.

With our guided sales system, we change all of that. Our sales system distills decades of experience into tools and tasks that helps you close more deals at a fraction of the effort and expense.


Take a Step-by-Step Approach

Our guided sales system gives you a proven process without requiring you to become a sales expert.

It offers a series of lessons — each with specific homework assignments — so that you can grow your sales in just a few hours a week. It’s both practical and tactical.

Sales Checklist

Build your sales foundation with our step by step easy-to-follow process.

Ongoing Support

Maintain, evolve, and grow sales. Invest a few hours a month into ongoing sales.


Don’t Go It Alone

Your dedicated sales coach is along as your guide.

Meet with your coach monthly to ensure you’re on the right path. Get feedback tailored to your specific business goals.

Sales Coaching

All subscriptions include monthly one-on-one sessions.


Contact us with questions. We offer best-in-class support.


Stop Spending Money on Software

CloseMore.So features all of the sales tools you need under one roof. Our integrated toolset is simple and actionable.

Contact us with questions. We offer best-in-class support.

Contact us with questions. We offer best-in-class support.

Contact us with questions. We offer best-in-class support.


How We Work with You

From start to finish, our process is a guided consultative approach. We don’t just give you the tools, we’re with you every step of the way.

Instill the Right Mindset

Define What Success Means to You

Find Opportunities

Provide the Right Software

Market Research

Define Communication Standards

Set Up Your Automation

Launch Your Campaign

Fine Tune Your Results


A Better Approach to Sales Starts Here

Done WITH You

Learn more about our guided approach to sales.

Get step by step instruction on how to grow your business with sales automation.

Done FOR You

Learn more about our complete, done for you service.

Skip the learning curve and let us manage and implement it all for you.


Resource Library

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How to boost productivity with your CRM

CRMs have many benefits which impact the profitability of your business in specific ways. Best of all, each one contributes to your workforce’s productivity.

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Improving your B2B lead generation adverts on LinkedIn

Lead generation adverts on LinkedIn are a hugely effective way to drive new business to your company and can drastically increase your bottom line. Here’s what you need to know.

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How to build your sales pipeline

Sales pipelines are a vital part of any healthy business’s growth strategy. Here’s how you build one.

Read More →


Ready to Take the Next Step?

Join the hundreds of financial service professionals around the world
who are currently generating more sales by partnering with


What We Provide You With​

You will get the education needed for success as it is defined by you. Not only that, you’ll get access to the most advanced industry software that will do all the heavy lifting, saving you time, effort and money. We can even provide you with sales professionals, to help you achieve your goals if needed.


Educate & Support

We first get you set up for success by connecting you with expert account managers that work in all areas of lead gen and sales. We will then take you through best practices of which ever stage you are at, whether it’s lead gen, video marketing or when you are scaling. We also provide you with an education platform that you can work through and take advantage of. We don’t just consult. We hold your hand through every step of the way. We effectively become your inhouse marketing team.


Generate more leads with our software

This is the part most of out clients really don’t like, but we make it easy. Our proprietary prospecting tool,, makes connecting with your potential leads easier than ever before. Whether direct messages, InMails, or inviting prospects to connect, we work with you to create a personalized outreach strategy. We really have made the hardest part the easiest!



Personalized Video Marketing

Tap into your greatest asset and biggest differentiator. You. Our proprietary video marketing platform,  is THE sales enablement tool that puts you and your people front and center. Because people want to do business with people. And in the financial services industry this is key.
Our powerful video tool helps your team build instant trust and rapport with prospects and customers from the start. Say goodbye to the string of dreaded “just following up” emails. Video isn’t the way of the future it’s the way of the NOW.


Scale & Nurture Your Financial Services Business

As a prospect moves through your pipeline, delivering exactly what they need at the right moment can be the difference between win or lose. With, our proprietary scale with sales tool, we’ll set up a series of triggers to automatically send content or follow-up—nurturing each relationship to maximize conversions. And this means MASSIVE increases in revenue and profit. With our end-to-end marketing solution, you can fill your pipeline, close more deals and grow your revenue seamlessly, every time.

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