The
turnkey growth engine
for financial advisors
Fill your next seminar for $5,000
- Book the venue
- Coordinate with compliance
- Fill the room
- Handle RSVPs
- Pre-seminar reminders
- Post-seminar follow-ups
You show up and win clients.
Our process
We throw seminars that grow your AUM.
Tell us your ideal customer. We tailor the experience to them.
Want to rent out a Ruth's Chris and talk about Social Security? GillyReach is not for you. We offer experiences your prospects actually want to attend.
Ideal customer → tailored seminar
01/04ICP
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.
Hi Robert,
Hope to see you on the
fairway. Saved you a spot.
Robert Kessler
1847 Wynkoop St
Denver, CO 80202
We handle the legwork, you show up and win clients
- Book the venue
- Coordinate with your compliance team
- Fill the room with your ideal customers
- Handle RSVPs, pre-seminar reminders, and post-seminar follow-ups
You show up and win clients.
Seminar 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
Pricing
Simple, Transparent Pricing
Your seminar
$5,000
+ hospitality
Example
For hospitality that costs $2,500:
Hospitality is passed through at cost with no additional markup.
| What GillyReach provides | What you provide |
|---|---|
| Venue booking | Presentation material |
| Compliance coordination | Giving the presentation |
| Fill the room with your ideal customers | Staffing the seminar |
| RSVPs | |
| Attendee pre-seminar reminders | |
| Post-seminar follow-ups |
SEC & FINRA compliant.
We work with your existing compliance department. Grow your business without sacrificing peace of mind.
