You Have More Prospects Than You Think. They Are Sitting in Your Pipeline.
We help independent financial advisors grow their practice through three connected levers: operations, AI search, and seminars.
Working with advisors since 2014. Over 550 campaigns delivered.
How We Help Advisors Grow Their Practice
In 2 minutes, we will walk you through the three growth levers, and how to figure out which one you need first.
Advisor Growth Comes From Three Connected Levers
Most advisors are leaving money in the first lever before they even need the other two. We start where the fastest wins are and build out from there.
1. Operations
Your existing pipeline is bigger than you think. Old leads, past seminar attendees, referrals that went cold. We help you reactivate them, follow up consistently, and convert what you already have.
Fastest path to new revenue.
2. AI Search
Prospects are asking ChatGPT, Perplexity, and Claude for advisor recommendations right now. We make sure your name is in the answer, not buried somewhere on page 5.
Long-term owned visibility.
3. Seminars
High-trust, in-person prospect generation. The most reliable way to fill your calendar with qualified pre-retiree households who want to meet with you.
Highest conversion to AUM.
Most advisors come to us thinking they need more leads. Half the time, what they actually need is to convert the leads they already have.
Your Pipeline Is Already Full. It Is Just Not Moving.
Most advisors we talk to are sitting on hundreds of cold leads, old seminar attendees, referrals that never got a second call, and prospects who said "not now" two years ago and were never followed up with.
Meanwhile, they are spending thousands every month buying new leads while the existing ones go stale.
Before you spend another dollar on new prospects, fix what is already in front of you.
The hidden cost of an unmanaged pipeline
- ✕ Past seminar attendees never followed up with after the event
- ✕ "Not right now" prospects who were never re-engaged
- ✕ Inquiries from your website that took 3 days to get a callback
- ✕ Referrals sitting in your inbox waiting to be called
- ✕ Reviews never asked for from happy clients
This is what our managed services fix.
Three Done-For-You Tiers to Grow Your Practice
We run the systems, you get the results. No new software to learn. No hiring. No missed follow-ups. Just consistent prospect engagement that finally gets done.
All prices in USD.
Email Follow-Up Engine
The foundation every advisor needs. Consistent, advisor-appropriate email follow-up for every prospect in your database. We write it. You approve it. We send it. Then we manage replies and route hot leads straight to your calendar.
- →Weekly value-driven nurture sequences for your full list
- →Inbox warmup and deliverability management
- →Reply detection and lead routing to your calendar
- →Open and click tracking with engagement segmentation
- →Monthly performance report
Foundation + Pipeline Reactivation
For advisors sitting on hundreds of cold leads, past seminar attendees, and "not right now" prospects. We wake them up with targeted reactivation campaigns and hand you ready-to-call lists for the ones who raise their hand.
Everything in Tier 1, plus:
- →Email reactivation sequences for cold and dormant leads
- →Done-for-you outreach materials: call scripts, voicemail scripts, follow-up email templates
- →Prioritized warm call lists based on engagement signals
- →Re-engagement offer development with your input
- →Monthly reactivation results report
The Complete Pipeline + Visibility System
Get found on Google Maps, convert the prospects already in your pipeline, and start building local authority that compounds over time. You get a system that turns existing leads into paying clients, plus the local visibility that puts you on the map (literally) so when people nearby search for what you offer, you show up. It also lays the groundwork for the next wave of discovery: AI tools recommending you by name.
Everything in Tier 2, plus:
- →Google Business profile optimization and weekly posts
- →Automated review request system for happy clients
- →Citation consistency across major advisor directories
- →Local authority building (the foundation for AI search visibility)
- →Monthly local visibility report
If you have a pipeline of cold leads, past attendees, or old referrals, start at Tier 2. It is the sweet spot between cost and impact.
Up and Running in 7 Days
No setup fees. No long onboarding. From signup to live campaigns in your first week.
Onboarding (10 minutes of your time)
After you choose your tier, you complete a short onboarding form with your practice details, current pipeline, and voice preferences. From there, our team handles the technical setup. We connect with you to link your CRM or email system, then build your first sequences and send everything to you for approval before anything goes live. You stay in control, we handle the heavy lifting.
Week 1 — Build
This week is intensive. We import your existing leads, set up tracking and deliverability, draft your first email sequences in your voice, build your reactivation campaigns (Tier 2+), and submit everything for review. You review and approve the messaging before anything sends.
Week 2 — Launch
Campaigns go live. Replies start coming in. We manage the inbox and route hot leads straight to your calendar. Engagement starts within days. Replies and booked calls build through the first months as your sequences play out and your list warms up.
Ongoing — Optimize
Monthly performance reports delivered to your inbox. Continuous optimization based on what is actually working. Quarterly strategy updates from our team with recommendations on what to adjust next. You stay in the loop without managing the day-to-day.
Our Clients
Trusted by Leading Advisors and Firms
Independent advisors at these firms trust us to grow their practices.
Harbourfront
Wealth Management
Plan Your
Future
Manulife
Wealth Insurance
LRS
Private Wealth
Interact
Financial
IG
Wealth Management
We serve independent advisors affiliated with these firms. We are not endorsed by or affiliated with the firms themselves.
Who This Is For
We work with a specific kind of advisor.
A Good Fit If
- →You are an independent advisor in Canada or the US
- →You have an existing book or pipeline that is underused
- →You want done-for-you, not another tool to manage yourself
- →You serve pre-retirees, retirees, or high-net-worth households
- →You want a partner that can help you grow now
Probably Not a Fit If
- →You want to manage all of this yourself
- →You have no existing pipeline to work with
- →You are looking for the cheapest option available
- →You expect overnight results from cold outreach
Frequently Asked Questions
Do I have to use all three services?
No. Most advisors start with one. We will tell you on the call which service will move the needle fastest for your specific situation. Some advisors run all three together for a complete pipeline system. Others start with reactivation and add the others later.
What is the contract length?
Month to month, no commitment. Cancel any time. That said, we recommend giving it at least 3 months. Email follow-up, reactivation campaigns, and authority building all need real time to work. Anything shorter and you will not see what this can actually do for your practice.
What about compliance?
All messaging is built compliance-aware so you can submit it for approval if required. You review and approve every sequence before anything goes live. We have worked with advisors at Manulife, Harbourfront, IG Wealth, RBC, BMO, and others, and we are familiar with the kinds of language and disclaimers that typically pass review.
Who owns the data and the systems?
You own your data. Always. If you ever leave, we hand back every contact, every conversation, every interaction record. Your Google Business profile and reviews stay yours. Your domains and email accounts stay yours. We are running services on top of assets that belong to you.
How is this different from buying software like HubSpot or Salesforce?
Software is a tool. We are an outcome. Most advisors who buy a CRM end up with an expensive contact list and no real follow-up happening. We run the actual outreach, manage the messaging, route the leads, and report on the results. You get the outcome, not just the access.
Can I combine this with AI search optimization or seminars?
Yes. Many advisors do all three. The managed services convert your existing pipeline. AI Search Optimization brings new prospects from ChatGPT and Perplexity. Smart Seminars fills your calendar with high-trust pre-retiree households. They reinforce each other. Mention what you are interested in on the call.
Once Your Operations Are Dialed In, Here Is What Comes Next.
The managed services convert what you already have. These two add new prospects to the top of the funnel.
AI Search Optimization
When you are ready to be the advisor that ChatGPT, Perplexity, and Claude recommend by name in your local market. Long-term owned visibility that compounds over years.
Learn about AI Search →Smart Seminars
When you are ready to fill your calendar with qualified pre-retiree households who want to meet with you. Over 550 seminar campaigns delivered since 2018.
Visit SmartSeminars.io →Questions before you get started?
Reach out by email or Ask the AI assistant in the bottom right.
Stop Buying New Leads. Start Converting the Ones You Have.
No setup fees · No risk · Cancel anytime · Live in 7 days
Pick a Tier and Get Started →