The turnkey growth engine
for financial advisors
If you are an RIA who wants to grow beyond referrals, GillyReach is for you. We throw events that grow your AUM.
Our process
We throw events that grow your AUM.
Pick a venue, we book it for you.
This isn't another steak-dinner seminar. We offer experiences your prospects actually want to attend.
Experiences they actually show up for
We use AI to fill the room with prospects who need an advisor.
Our AI monitors the U.S. for real-time wealth signals.
Signals become targeted prospect lists, reached with compliant handwritten mail and digital ads.
Reach the right people, at the right moment.
Wealth signals, monitored live
Scanning USWe handle the legwork, you show up and present.
You give a short talk to open the event. We take care of everything else, end to end.
So you build trust with prospects, without the stress.
Your part
We handle the rest
The results
Growth you can actually measure.
More AUM for less time and money
Scalable growth beyond referrals
No compliance headaches
Compliance, built in
SEC & FINRA compliant.
A new client might bring in $10K a year, but a single marketing slip can trigger a $100K fine. The math is brutal, so GillyReach makes sure that mistake never ships.
Fits the process you already trust
Your team writes the marketing materials, every piece routes through compliance before anything goes out.
AI agents make compliance effortless
Our Agents trained on SEC & FINRA marketing rules review each event promotion materials within minutes.
Clears in minutes, not days
Your compliance team sees everything in one clean view and signs off in a few clicks, no chasing files or reading every line.
/ Compliance reviewQuestions from RIAs
Common questions from advisory firms considering GillyReach for event-based growth. If you need something specific—especially around your compliance process or local market— get in touch.
- →End-to-end event operations — Venue booking, invitations, RSVPs, check-ins, follow-up, and meeting booking—handled for you so you can focus on the conversation.
- →Compliant outreach workflow — Materials route through your compliance team, OSJ, or broker-dealer before anything goes out. Your firm stays in control of approvals.
- →AI-driven prospect targeting — We use wealth and life-event signals to find the right people in your local market—or enrich and prepare your existing approved list.