Smart Seminars – Marketing for Financial Advisors

SmartSeminars.io is a client acquisition partner for financial advisors, specializing in filling educational seminars with prequalified prospects who have $200K+ or $500K+ in investable assets. Unlike generic lead vendors, we use multi-step screening (ads, asset confirmation, and phone verification) to ensure quality, backed by a 90% match guarantee. Advisors can choose to pay per registrant or only for attendees, with no contracts or setup fees. Our system includes custom targeting, optimized reminders, proven slide frameworks, and follow-up sequences to convert 10–25% of attendees into booked appointments. We work together every step of the way to help advisors build trust, grow faster, and close more high-value clients.