
2 MINUTES | NO CARD | NO SALES CALL
SILLOET.AI × Walter Pardo
Walter Pardo on how SILLOET changed the way he works his event lists.
2 minutes | No card | No sales call
Two conversations with advisors already using SILLOET to work the list they used to lose.
A True Story of Advisor Visibility and Growth
A financial advisor on how SILLOET strengthened her pipeline and helped her stand out in a crowded market.
Michael R. · Independent RIA · Tampa, FL · $280M AUM
Advisors spend real money running seminars, dinners, and conferences, and the events work. The ROI is already there. What's missing is what happens to the room after it ends.
Prospect data dies in spreadsheets and sign-in sheets, with no scoring and no intent context. Nothing connects who showed up to what they hold or how urgent they are. And the follow-up window that actually matters closes before most advisors ever act on it.
The data was always there. It just never became a pipeline.
Think your last event has hidden opportunities?
left on the table every year, a conservative estimate for an advisor running a normal event calendar.
10 events/yr × 40 attendees × 60% w/ real intent = 240 people/yr
× 10% close × $6K avg. first-year revenue
And it compounds fast: signals from a room start going cold within 38 hours of the event ending.
Run your event data through SILLOET. Within 24 hours, we'll identify the highest-value prospects, show you the signals behind their score, and tell you who to contact first.
If we can't turn your event data into an actionable pipeline, you don't pay for the analysis.
You paid to fill the room. We'll make sure you know what's hiding inside it.
No. We surface your pipeline live. If it's a fit, we talk. If not, we tell you.
This demo is built for advisors who run seminars, dinners, or webinars — that's how SILLOET ties intent back to a real room of people. If that's not you yet, we'll point you to the right next step instead of a demo that won't fit.
Redtail, Wealthbox, Salesforce, HubSpot, and GoHighLevel. Setup takes under 48 hours.
Yes. Every advisor's data is isolated — no cross-contamination between advisors — and IPA signals come from compliant third-party providers, with documentation available for supervision review.
See exactly who from your last event is still ready to move before this one closes too.
2 minutes | No card | No sales call
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