Specialized marketing built exclusively for independent financial advisors. Operations to convert your pipeline, AI search to bring inbound prospects, and seminars to close them.
I built Advanced Global Research because I watched too many advisors spend thousands on new leads while their pipeline went stale. We start where the money already is, then build out from there.
— Raymond Henry, Founder
The Framework
Most advisors are leaving money in the first lever before they even need the other two. We start where the fastest wins are and build out from there.
Your existing pipeline is bigger than you think. Old leads, past seminar attendees, referrals that went cold. We help you reactivate them, follow up consistently, and convert what you already have.
Fastest path to new revenue →
Prospects are asking ChatGPT, Perplexity, and Claude for advisor recommendations right now. We make sure your name is in the answer, not buried somewhere on page 5.
Long-term owned visibility →
High-trust, in-person prospect generation. The most reliable way to fill your calendar with qualified pre-retiree households who want to meet with you.
Highest conversion to AUM →
About the Firm
"Independent advisors deserve marketing built for their business. Not the same generic playbook every agency sells to every industry."
— Raymond Henry, Founder
Advanced Global Research was founded in 2011 with a single focus: helping independent financial advisors attract and convert qualified clients through specialized marketing built specifically for their business.
Over fifteen years and 2,268 campaigns later, we have evolved into three connected service lines that work together to grow an advisor's practice end to end.
Every campaign respects your dealer's compliance requirements. We have worked inside Manulife, RBC, BMO, IG Wealth, Harbourfront, and other major dealer networks for over a decade.
We do not generate volume. We attract pre-retirees, retirees, and high-net-worth households who match your ideal client profile by age, asset level, location, and intent.
Over 550 educational seminars executed since 2018 through Smart Seminars, our dedicated seminar arm. Compliance-reviewed, end to end, in markets across Canada and the United States.
Among the first firms to offer structured AI Search Optimization for advisors. We built our methodology on our own brands first, including Smart Seminars, before offering it to clients.
How We Work
Choose the lever that fits your practice, watch the video, pick your tier, and get started. Our process is built around your time, not ours.
Decide whether to start with Operations, AI Search, or Seminars based on what your practice needs first. Each has its own dedicated page with a video and full pricing.
Complete a short onboarding form with your practice details, market, dealer affiliation, and goals. Our team handles the technical setup from there.
We build your campaigns, sequences, or visibility infrastructure and send everything for your approval before anything goes live. Most clients are live within 7 to 14 days.
Performance reports delivered to your inbox every month. Clear metrics, plain-language analysis, and forward-looking recommendations. No status meetings required.
Our Team
Behind every campaign is a team with focused expertise in financial advisor marketing, AI search optimization, paid media, content strategy, client success, systems, and data. Meet all of them on our About page.
Five specialists across strategy, AI search, paid media, content, client success, technology, and operations. View profiles →
Who We Serve
Our clients are established advisors who require a marketing partner with deep familiarity with their industry, their compliance environment, and their clients.
Wealth managers, retirement planners, and estate planning specialists seeking consistent prospect flow and stronger pipeline conversion year-round.
Established practices and broker-dealer affiliated firms seeking scalable, compliant programs that align with brand standards and dealer approval requirements.
Advisors at Manulife, RBC, BMO, IG Wealth, Harbourfront, and similar firms who need marketing that already understands dealer approval and compliance review.
Active Across Canada and the United States
We currently serve independent advisors across both markets, with campaign infrastructure built to support multi-market and multi-location practices.
Our Clients
Independent advisors from these firms trust us to grow their practices.
Harbourfront
Wealth Management
Plan Your
Future
Manulife
Wealth Insurance
LRS
Private Wealth
Interact
Financial
IG
Wealth Management
We serve independent advisors affiliated with these firms. We are not endorsed by or affiliated with the firms themselves.
Take the Next Step
Whether your pipeline needs better follow-up, stronger AI search visibility, or seminars to fill it with qualified prospects, walk through our process at your own pace. Our videos and assessments will show you exactly where to start and what to expect.