9+ Years
Promoting Seminars for Financial Advisors
1,000,000+
Qualified Pre-Retirees Reached
98%
Repeat Customers
Reviews
Rapid growth!
Seminars have been the driving force behind my firms rapid growth from $5mm-$10mm in revenue. They help my senior reps grow and help the firm develop new reps.
— Jon, Firm Owner, 37 years experience.
Well attended!
We were looking for a way to add highly qualified prospects and clients to our book of business and Nexruto has exceeded expectations. Our seminars are well attended and the deliverable continues to improve year over year.
— Wade, Financial Advisor, 9 years experience.
Powerful Driver!
One of the biggest challenges as a financial advisor is reaching qualified prospects. Teaching seminars with Nexruto connects me directly with highly qualified individuals I wouldn’t otherwise reach and has become a powerful driver of my business growth.
— Nick, Financial Advisor, 13 years experience.
Only first names used to avoid compliance concerns for Broker/Dealer advisors. Nexruto is happy to introduce any advisor inquiring about working with us to happy customers. We ♥ Compliance
Does this work?
Yes, it works. Educational seminars have always been one of the best ways any financial advisor can turn neighbors into clients. Working with us means you can focus on two things: being a good public speaker (we can help), and pitching new business to interested and qualified prospects.
Internally we have a lot of priorities, but our #1 priority is what we call QBIS. Qualified-Butts-In-Seats. We aim to maximize the number of QBIS you get per dollar spent with us. Qualified means interested in what you have to say, and eligible to be a good client.
Will it work for me?
- Can you speak well in front of an audience?
- If you have an interested prospect sitting in your office for a one-hour meeting, sharing all of their financial statements and retirement goals, can you deliver a compelling proposal to work together?
If yes to both of the above: seminar marketing could be for you.
We give you all the tools to succeed
We help you target your ideal prospect, give you hand-outs and presentations, train you on how to teach the presentation, and provide ongoing follow-up materials to send prospects who have not yet agreed to become a client. We give financial advisors a true sales process. Our goal is to help every hard-working, smart, and high-character financial advisor become successful.
Will you try it?
We offer a very low effort and low commitment onboarding process.
- Initial call with Steve to discuss goals and answer questions
- Review available territory info showing you how many qualified pre-retirees live where you want to market
- Create custom branded pre-retiree presentation
After the first three steps, you can decide to move forward or not. If you do not move forward, you keep the market data and presentation. For free.
We hear rumors some firms charge $1,000+ for a PowerPoint?
What We Offer
Benefit from a growth process
Custom Made Seminars, Territories, & Audiences
Headache Free, Turnkey, Compliance Ready Process
Reignition Campaigns That Keep All Your Prospects
We are the only major seminar provider who brands all of our ads to your firm’s logo and color scheme.
Your prospects see your logo, not ours.
Seminars Work
Every part of a seminar sets you up for success. You are introduced as an expert. You have ample time to: demonstrate your knowledge, show your personality, and simplify complex financial topics. The one-on-one meeting is pitched in the seminar.
“This is a group event, and we keep everything fairly broad and educational. To make sure I answer all of your questions, included in this event is a free one-hour, one-on-one meeting with me where we will review your accounts and ensure you understand everything discussed tonight” Seminars set you up to close business.
Excuse our founder’s inexcusable number of unread texts ☺
When an advisor speaks in front of a crowd, they make money
Check Local Territory Availability
Is Your Zip Code Still Open?
We partner with only one firm per market area. Because our partners tend to stay with us long-term, openings go fast. Use the tool below to see if your territory is currently available to claim.
Why Check Availability?
Reserve your area while you can. If your territory is open, you have the opportunity to lock out competitors and secure exclusive access to our high-intent prospect data.
At a minimum, get the intelligence you need. Even if you aren’t ready to partner today, checking your availability unlocks our complimentary Local Market Report. This document alone will change how you view the wealth surrounding your office.
Bonus: The Advisor Toolkit
When you request your market report, you also receive our Free Advisor Toolkit. This isn’t just data; it’s the playbook on how to use it.
- Closing Blueprints: Proven scripts and strategies to convert high-net-worth prospects.
- Seminar Marketing Starter Guide: How to turn neighbors into prospects, and prospects into clients
- Free Meeting Documents & More
Verify Your Territory:
Free Resources
Hear from our founder
Why Seminar Marketing
How Perry Closes Business From Seminars
How Jason Closes Business From Seminars
Advice for new advisors
Free Resources for Advisors
Local Market Report
Detailed demographic breakdown showing how many prospects live near your office broken down by age and net worth.
Advisor Toolkit
Copy proven sales processes used by top advisors in the industry. Learn how to organize and think about investment in your business.
What is a new client worth?
How much should you pay for a new client? We break down how to think about the monetary value of a client based on generated revenue.
Info for Compliance Officers
We built our process to be the most compliance friendly process in the industry. Learn how we handle PII and client data (We don’t!)
Reviews
The Driving Force!
Seminars have been the driving force behind my firms rapid growth from $5mm-$10mm in revenue. They help my senior reps grow and help the firm develop new reps.
— Jon, Firm Owner, 37 years experience.
Exceeded expectations!
We were looking for a way to add highly qualified prospects and clients to our book of business and Nexruto has exceeded expectations. Our seminars are well attended and the deliverable continues to improve year over year.
— Wade, Financial Advisor, 9 years experience.
Powerful Driver!
One of the biggest challenges as a financial advisor is reaching qualified prospects. Teaching seminars with Nexruto connects me directly with highly qualified individuals I wouldn’t otherwise reach and has become a powerful driver of my business growth.
— Nick, Financial Advisor, 13 years experiance