The
turnkey growth engine
for financial advisors
Fill your next client dinner with GillyReach
- Book an upscale restaurant
- Coordinate with compliance
- Fill the room
- Handle RSVPs
- Pre-event reminders
- Attendee contact info for follow-up
You show up and win clients.
Our process
We host dinners that grow your AUM.
Tell us your market and ideal customers.
We find the venue and build an audience around your event. Every dinner is hosted at an upscale restaurant in your market and filled with the specific households you want to win.
Your market → your dinner
01/03Market
Ideal customers
We use AI to find prospects who are the right fit for you
Stop competing with every other financial advisor for the same leads. We can target any niche in any major city in the US.
Ideal customer profile
Scanning HoustonOil and gas executives in Houston, Texas
Evaluating prospects
Scanning…
Lead 01
Lead 02
Lead 03
Promotion that elevates your brand
Every advisor sends the same mailers with the same copy. We tailor our messaging to your customers. Our mailers are handwritten on high quality cardstock so they immediately stand out.
We also run targeted Meta ads on Facebook and Instagram. AI screens every attendee who registers, so only your ideal customers get a seat at the table.
Hi Robert,
Join us for dinner on the
14th. Saved you a seat.
Robert Kessler
1847 Wynkoop St
Denver, CO 80202
We handle the legwork, you show up and win clients
- Book the restaurant
- Coordinate with your compliance team
- Fill the room with your ideal customers
- Handle RSVPs and pre-event reminders
- Give you every attendee's contact information for your post-event follow-ups
You show up and win clients.
Event operations, automated
The results
Growth you can actually measure.
2.3% response rate
$200 cost per qualified attending household
3.3x return on ad spend per campaign
Formats & pricing
Two dinner formats, all-in pricing
Your event
Round Tables
Small-group dinner discussion
Expect 6–8 households per event
Seminars
Dinner seminar in any U.S. city
Expect 20–25 households per event
| What GillyReach provides | What you provide |
|---|---|
| Upscale restaurant booking | Presentation material |
| Compliance coordination | Giving the presentation |
| Handwritten mailers and AI-screened Meta ads | Staffing the event |
| Fill the room with your ideal customers | Post-event follow-ups |
| RSVPs and pre-event reminders | |
| Attendee contact information for follow-up |
SEC & FINRA compliant.
We work with your existing compliance department. Grow your business without sacrificing peace of mind.
