About Castform
At Castform, we specialize in building scalable, commission-based sales and outreach teams for wealth management firms, tax professionals, and finance businesses. Our tailored solutions cover everything from recruiting and training to managing high-performing teams that drive client acquisition and investor growth. By focusing on commission-only models, we help companies reduce overhead while maximizing results. Whether it’s cold calling, social media outreach, or lead generation, our expertise ensures your business scales efficiently and effectively.
Our Systems
Verbal Sales Department
Cold Callling
Real Life Events
Meeting Closing
Our Sales Department recruits, trains, and manages commission-based sales agents who specialize in cold calling and lead conversion. We build custom sales teams for wealth management firms, tax professionals, and finance businesses, ensuring you have a dedicated team driving client and investor acquisition without the overhead of full-time salaries. Our agents are trained to deliver results, helping you scale your business efficiently and cost-effectively.
Textual Outreach Department
Social Media Outreach
Email Outreach
Our Textual Outreach Department recruits and manages commission-based teams that specialize in lead generation through social media outreach, email campaigns, and direct messaging. We help wealth management firms, tax professionals, and finance businesses connect with potential clients on platforms like LinkedIn, Instagram, and Facebook. Our outreach agents are trained to engage prospects, nurture relationships, and drive client acquisition, all without the need for salaried employees.
Private Lead Generation Software
Exclusive Private Sales Software
This software complements our Sales Department by generating high-quality leads, which your commission-based sales team can convert into customers.
It’s an ideal add-on to enhance the effectiveness of your sales efforts.
Our Mission
At Castform, we aim to transform lives through sales training and meaningful connections. Our goal is to open doors for aspiring sales stars, providing them with the skills and knowledge they need to succeed. We also work closely with businesses, offering support that helps them navigate their growth journey. Together, we create an environment where talent can flourish and connections lead to lasting success.