Unleash next-level client engagement. Ignite your firm's growth.
Imagine leads that are eager to hear from you. No more chasing, no more guesswork — just meaningful connections with prospective clients for financial advisory professionals.
We’re not like those “other guys.”
The leads we curate for you don't just know who you are and what you do; they've asked to be contacted by you.
How it works
How we're unique
No cold calls. Ever.
This isn’t just lead generation — it’s client generation. And yes, there’s a big difference. Unlike the “other guys,” our leads aren’t aggregated from public databases. These are real, engaged prospects, curated and ready to connect with you.
Every client score is a perfect 100
How, you ask? You have already determined your preferences, and we’ve found people who are asking for your services.
No double dipping
Your leads are exclusive — we don’t share, recycle, or resell, your leads to other advisors. After all, your success deserves exclusivity.
AI + human creativity = spectacular results
You control your success
Your primed leads deserve more than automated responses. Why entrust connection and communication to bots when your decades of experience prove the power of genuine relationships?
Compliance? Compliant!
Upfront pricing? How refreshing.
For Individuals
For financial professionals
$2,500
Monthly
- Opt-in-only leads - no cold calls
- All leads meet your quality criteria
- Lead management dashboard
- Compliance approved ad campaign
- Best practices resources
- Opportunity to earn credits
- $750 one-time set up fee
12-month subscription, paid monthly. Cancel after 90 days.
For Groups
For financial institutions
Contact Us
for pricing information
- Opt-in-only leads - no cold calls
- All leads meet your quality criteria
- Lead management dashboard
- Compliance approved ad campaign
- Best practices resources
- Opportunity to earn credits
Still undecided?
Schedule a demo with us to see how ClientGen can transform your client engagement.
Frequently Asked Questions
Email, phone, carrier pigeon (okay, maybe not that). They’ve opted in and have selected their contact method along with days and times that are convenient for them.
Nope. We’re allergic to cold calls. Every lead knows who you are, what you do, and that you’ll be reaching out. They’ve asked for it. You simply won’t have a list of preloaded rocks to kick.
Think of it as your personal command center. Prospects will be delivered in real-time with engagement tracking and all the tools you need to keep tabs on every hot prospect.
You set the stage by defining your dream client and the services you want to highlight. We roll up our sleeves and get to work! We begin by crafting creative campaigns and sharing engaging content. The interested ones raise their hands and tell us they want to be contacted. If they pass through our proprietary advanced filtering, they will be delivered to your dashboard in real time—fresh, eager, and ready for you to connect.
There's a whole lot of awesome: eye-catching ads, tailored messaging, and options for everything from retirement planning to long-term care. You name it, we've got it—if we don't have it, we will create it.
Because we’re obsessed with your success. Our process is built on transparency, exclusivity, and real results. No fluff, no gimmicks—just growth.
Email, phone, carrier pigeon (okay, maybe not that). They’ve opted in and have selected their contact method along with days and times that are convenient for them.
Nope. We’re allergic to cold calls. Every lead knows who you are, what you do, and that you’ll be reaching out. They’ve asked for it. You simply won’t have a list of preloaded rocks to kick.
Think of it as your personal command center. Prospects will be delivered in real-time with engagement tracking and all the tools you need to keep tabs on every hot prospect.
You set the stage by defining your dream client and the services you want to highlight. We roll up our sleeves and get to work! We begin by crafting creative campaigns and sharing engaging content. The interested ones raise their hands and tell us they want to be contacted. If they pass through our proprietary advanced filtering, they will be delivered to your dashboard in real time—fresh, eager, and ready for you to connect.
There's a whole lot of awesome: eye-catching ads, tailored messaging, and options for everything from retirement planning to long-term care. You name it, we've got it—if we don't have it, we will create it.
Because we’re obsessed with your success. Our process is built on transparency, exclusivity, and real results. No fluff, no gimmicks—just growth.
This isn't just another lead-gen tool. This is ClientGen
ClientGen™ delivers:
- High-quality leads who are ready for your expertise.
- Wildly creative advertisements designed by industry pros.
- A seamless, innovative approach to revolutionize lead generation.