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Last updated: 3 months ago
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Marketing
About Smart Seminars - SmartSeminars.io
SmartSeminars.io offers marketing for financial advisors through educational seminars filled with high-net-worth prospects ($200K+). We use data-driven Facebook ads, asset-level screening, and phone verification to ensure 90% of attendees match your ideal client. Go to full description...
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Email address:
rick@smartseminars.io
SmartSeminars.io empowers financial advisors to connect face-to-face with qualified, high-net-worth prospects through proven, results-driven educational events. Our system helps advisors consistently convert 10–25% of attendees into appointments by focusing on trust-building seminars—not cold leads or online ads.
We pre-screen every registrant using advanced data targeting, confirmation forms, and phone verification to ensure 90%+ match to your ideal client profile ($200K+ or $500K+ in investable assets). You can choose to pay per registrant or only for actual attendees, with no contracts, setup fees, or hidden costs. Spouses count as one, and you keep all the leads.
SmartSeminars.io is not just a lead vendor—we're your partner. We provide full support with customizable slide frameworks, presentation coaching, and post-event nurturing campaigns. Most importantly, we limit advisor competition per area to protect lead quality and ensure long-term success.
Whether you're looking to host one event or scale up quarterly, we make sure you're set up to succeed—start to finish.
Year Established: 2014