Ideal audience
Women near retirement
$500K+ in investable assets
Approx. all-in
~$4,000
The
turnkey growth engine
for financial advisors
Fill your next seminar for $3,000We handle venue coordination, compliance, promotion, RSVPs, and follow ups. You show up and win clients.
Our process
We throw events that grow your AUM.
01The Audience & Event
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 event
01/04ICP
02Prospecting
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
Ages 55–65$1M+ in investable assets
Evaluating prospects
Scanning…
Lead 01
Lead 02
Lead 03
03Promotion
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 send the inviteHandwritten
Hi Robert,
Hope to see you on the
fairway. Saved you a spot.
To
Robert Kessler
1847 Wynkoop St
Denver, CO 80202
04Event Logistics
We handle the legwork, you show up and win clients
Our software handles venue coordination, RSVPs, reminders, check ins, and follow ups. All you have to do is present
Event operations, automated
RSVP confirmed
Reminder sent
Checked in
Follow-up sent
Venue coordinationRSVPsRemindersCheck-insFollow-ups
The results
Growth you can actually measure.
01
2.3% response rate
02
$200 cost per qualified attending household
03
3.3x return on ad spend per campaign
Pricing
Simple, Transparent Pricing
Your event
$3,000
+ venue costs
Example
For a venue that costs $2,500:
GillyReach event fee$3,000
Venue cost$2,500
Your total$5,500
Venue costs are passed through at cost with no additional markup.
| What GillyReach provides | What you provide |
|---|---|
| Venue coordination | Presentation material |
| Compliance | Giving the presentation |
| Promotion | Staffing the event |
| RSVPs | |
| Reminders | |
| Check-in | |
| Follow ups |
Illustrative event concepts
Experiences built around the people you want in the room.
Tell us who you want to meet. We design an experience they will actually want to attend.
Ideal audience
Construction leaders
Business owners and senior executives
Approx. all-in
~$5,350
Ideal audience
Denver HENRYs
High earners who are not rich yet
Approx. all-in
~$5,500
Concepts and estimated pricing can be tailored to your audience, market, and event format.
SEC & FINRA compliant.
We work with your existing compliance department. Grow your business without sacrificing peace of mind.
