About
The story behind Smart Seminars.
Eleven years inside the financial advisor world. 550+ campaigns. One conviction: trust is built in person, not inboxes.
Raymond Henry
Founder, Smart Seminars and Advanced Global Research
I founded Smart Seminars five years after I started working with advisors. By then I had seen the pattern often enough to know it was real. Advisors were trying every marketing channel that existed: door to door visits, welcome packages for newcomers, Facebook ads, LinkedIn outreach. Most of it produced marginal results.
Then they would run an educational seminar, and everything would change.
The first advisor I built this methodology with is still our client today, eleven years later. What I learned from those years inside the business became the foundation of Smart Seminars. For high net worth clients, trust is built in rooms. Online channels can introduce you. Seminars are where the real conversations begin.
The Team
The Specialists Who Deliver Your Campaigns
Every team member is hands-on with client work. You work directly with the people who built and run the methodology.
Rosario Enriquez
Head of Campaign Operations
Oversees delivery across every active campaign. Responsible for launch timelines, QA, and the operational standards that keep results consistent at scale.
Rimpi Medhi
Director of Business Development
Leads institutional partnerships and firm-level relationships across Canada and the US. Builds the connections that bring new advisor networks and dealer partnerships to Smart Seminars.
Genevieve Izquierdo
Client Success Manager
Manages ongoing client relationships after onboarding. Day to day point of contact for active accounts. Ensures every engagement runs smoothly and reports arrive on time.
Amit Shah
Web Developer
Builds and maintains all websites, landing pages, seminar registration systems, and technical infrastructure. Ensures fast, secure, and highly optimized web experiences that support high conversion across all campaigns.
By the Numbers
Real metrics from real campaigns. No marketing fluff.
Seminar Campaigns Since 2018
Years Inside the Advisor World
Qualified Attendee Match Rate
Seminars Per Year (Top Clients)
Trusted By
Advisors at Leading Firms
Our clients are independent advisors and wealth managers affiliated with some of the most respected firms in North America.
We serve independent advisors affiliated with these firms. We are not endorsed by or affiliated with the firms themselves.
How We Work
Most providers sell tactics. We solve problems.
We Diagnose Before We Prescribe
Every advisor's practice is different. Before we run a campaign, we review your current setup, audience, and goals through a structured onboarding process. We identify what is actually working, what is broken, and where the leverage points are. Then we build a campaign around your situation. No template campaigns.
We Coach Through All Three Phases
Before, during, and after each seminar. Pre-event qualification and confirmation calls. Presentation framework and delivery coaching. Post-event email and SMS sequences. Most providers only handle the middle. We handle all three because that is where the conversion actually happens.
We Earn the Next Campaign
Before, during, and after each seminar. Pre-event qualification frameworks and confirmation sequences. Presentation frameworks and delivery guidance you can apply on event night. Post-event email and SMS sequences that turn registrants into appointments. Most providers only handle the middle. We handle all three because that is where the conversion actually happens.
Our Commitments
How we hold ourselves accountable to every advisor we work with.
Transparent Billing
You pay per registrant, with one registration per household. Couples never count twice. 50% upfront, balance billed against actual delivery.
Quality Guarantee
If 90% of registrants do not match your asset criteria, we replace them in your next campaign at no cost. No exceptions.
Area Exclusivity
We work with one to three advisors per geographic area. We will not market to your direct competitors in your city.
Direct Access
You work directly with me on strategy. The person who built the methodology, hands-on with every campaign.
Ready to See If We Are a Fit?
Watch the video, read through the process, and decide on your own time. If you have questions before you start, our AI assistant or email will get you a fast answer. No pitch, no pressure.
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