Not only seminars
Guaranteed One-on-One Appointments with $500K+ Households
We do all the work and book qualified prospects directly on your calendar. Every appointment is guaranteed, or we give you a replacement.
We do all the work
Targeting, outreach, screening and scheduling are handled by our team. You show up to the meeting.
$500,000+ households
Every appointment is with a qualified household holding $500,000 or more in investable assets.
Guaranteed, or replaced
We guarantee your appointments. If one doesn't happen or doesn't qualify, we give you a replacement.
How It Works
Free call
Book a call with Wylie. He walks you through how it works and shows you a demo.
Your criteria
We agree on your market, the households you want to meet and when you are available.
We book
Our team finds, screens and books qualified $500K+ households straight onto your calendar.
You meet
You run the meeting. Any appointment that does not happen or does not qualify is replaced.
Seminars, Appointments, or Both
Smart Seminars™ does more than seminars. Pick the way you like to meet prospects, or use both.
Seminars
You teach a room of pre-screened prospects, then book the ones who want to meet.
Best for advisors who like to present and want many prospects at once.
How seminars work →One-on-one appointments
We put qualified households directly on your calendar, one meeting at a time.
Best for advisors who want to go straight to the meeting.
Book a free call →See a Demo, or Just See How It Works
Book a free call with Wylie Manning and pick a time that suits you.
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Frequently Asked Questions
What is a qualified household?
A household with $500,000 or more in investable assets.
What if an appointment does not happen?
We guarantee the appointments. If one doesn't happen or doesn't qualify, we give you a replacement.
Do I have to do any of the prospecting?
No. We do all the work: targeting, outreach, screening and scheduling. You run the meeting.
Can I do seminars and one-on-one appointments?
Yes. Many advisors use both. Seminars fill a room; appointments go straight to the meeting.
How do I see how it works?
Book a free call with Wylie Manning. He will walk you through it and show you a demo.