The
turnkey growth engine
for financial advisors
If you are a financial advisor who wants to grow beyond referrals, GillyReach is for you.
Our process
We throw events that grow your AUM.
Pick a target audience and event format
This isn't another steak-dinner seminar. We offer experiences your prospects actually want to attend.
1. Choose a target audience
2. Choose an event format
Your event
Business owners ยท Golfing
We use AI to find prospects who actually need an advisor
We use AI to find the right prospects for you. We can target based off of gender, net worth, profession, and stage of life.
We prioritize prospects who have had a money in motion event.
Prospecting criteria
Scanning USWe fill the room, you focus on your business
We send handwritten mailers to each prospect, promoting your brand and giving a personal touch.
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 present
Our software handles venue coordination, RSVPs, reminders, check ins, and follow ups. All you have to do is present
Event operations, automated
The results
Growth you can actually measure.
More AUM for less time and money
Scalable growth beyond referrals
No compliance headaches
SEC & FINRA compliant.
We work with your existing compliance department. Grow your business without sacrificing peace of mind.
