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# ClientGen

## Sitemaps

- [XML Sitemap](https://clientgen.ai/sitemap.xml): Contains all public & indexable URLs for this website.

## Pages

- [Home](https://clientgen.ai/) - The future of client acquisition. ClientGen’s 360° Solution finds prospects, unlocks insights, and drives engagement—built for advisors who think ahead. Sign Up Now! Book a Demo Turn Life Events Into Growth. What would it mean for your practice if every life event in your community became an opportunity for you to step in first –
- [See ClientGen In Action](https://clientgen.ai/see-clientgen-in-action/) - See How ClientGen Helps Advisors Prospect Smarter ClientGen helps financial advisors identify high-value prospects, uncover meaningful financial transitions, and engage with a structured, compliant outreach process.Scroll down to watch the demo video or to schedule a demo call. Watch the Demo Video Get a guided overview of how ClientGen helps advisors discover opportunities, enrich contact
- [Kovack](https://clientgen.ai/sign-up-scale-plan/kovack/) - Subscription - Kovack Scale $389 per month after a 60-day free trial. Step 1 of 3 33% EmailThis field is for validation purposes and should be left unchanged.About YouTell us a little bit about yourself.Name(Required) First Last Email(Required) Phone(Required)Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern
- [Ad Campaign Request](https://clientgen.ai/dashboard/ad-campaign-request/)
- [OneAmerica](https://clientgen.ai/sign-up-scale-plan/oneamerica/) - Subscription - OneAmerica Full-Service Seat $375 per month after a 7-day free trial. Step 1 of 3 33% InstagramThis field is for validation purposes and should be left unchanged.About YouTell us a little bit about yourself.Name(Required) First Last Email(Required) Phone(Required)Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth
- [Elevation Point](https://clientgen.ai/sign-up-scale-plan/elevation-point/) - Subscription - Elevation Point Scale $379 per month after a 60-day free trial. Step 1 of 3 33% FacebookThis field is for validation purposes and should be left unchanged.About YouTell us a little bit about yourself.Name(Required) First Last Email(Required) Phone(Required)Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth
- [Geneos](https://clientgen.ai/sign-up-scale-plan/geneos/) - Subscription - Geneos Scale $389 per month after a 7-day free trial. Step 1 of 3 33% CompanyThis field is for validation purposes and should be left unchanged.About YouTell us a little bit about yourself.Name(Required) First Last Email(Required) Phone(Required)Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern
- [AISG](https://clientgen.ai/sign-up-scale-plan/aisg/) - Subscription - AISG Scale $399 per month after a 7-day free trial. Step 1 of 3 33% EmailThis field is for validation purposes and should be left unchanged.About YouTell us a little bit about yourself.Name(Required) First Last Email(Required) Phone(Required)Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern
- [Money Concepts](https://clientgen.ai/sign-up-scale-plan/money-concepts/) - Subscription - Money Concepts Scale $375 per month after a 7-day free trial. Step 1 of 3 33% X/TwitterThis field is for validation purposes and should be left unchanged.About YouTell us a little bit about yourself.Name(Required) First Last Email(Required) Phone(Required)Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth
- [Sign Up - Scale Plan](https://clientgen.ai/sign-up-scale-plan/) - ClientGen Enterprise Plans Name(Required) First Last Email(Required) Phone(Required)Company Name(Required)Company Website Message(Required) ClientGen Scale Plan Enterprise option for institutions ready to expand. Access to prospect dashboard Basic email templates 50 profile credits per month Custom email templates Targeted digital ads Campaign set-up Access to managed services Dedicated success manager Multi-user access & admin dashboard Group discount
- [Sign Up - Kickstart Plan](https://clientgen.ai/sign-up-kickstart-plan/) - Subscription - ClientGen Kickstart $159 per month after a 7-day free trial. Step 1 of 3 33% CompanyThis field is for validation purposes and should be left unchanged.About YouTell us a little bit about yourself.Name(Required) First Last Email(Required) Phone(Required)Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern
- [Sign Up - Amplify Plan](https://clientgen.ai/sign-up-amplify-plan/) - Subscription - ClientGen Amplify $489 per month after a 7-day free trial. Step 1 of 3 33% InstagramThis field is for validation purposes and should be left unchanged.About YouTell us a little bit about yourself.Name(Required) First Last Email(Required) Phone(Required)Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern
- [Dashboard](https://clientgen.ai/dashboard/)
- [Service Subscription Terms - Kovack Securities](https://clientgen.ai/service-subscription-terms-kovack-securities/) - Service Subscription Terms - Kovack Securities updated February 18, 2026 Service Subscription Terms These Service Subscription Terms apply to all Authorized Users as designated by Kovack Securities, Inc. and its affiliated companies (“Kovack”) who subscribe for ClientGen, LLC’s services. Services ClientGen, LLC (the “Company”) will make available to Client, via the Company Portal, those services
- [Service Subscription Terms](https://clientgen.ai/service-subscription-terms/) - Service Subscription Terms Last Updated February 18, 2026 Services ClientGen, LLC (the “Company”) will make available to Client, via the Company Portal, those services for which Client has subscribed via a webform or digital form on the Company’s website, or by other means established and authorized by the Company (the “Services”). The Company’s provision of
- [Services Agreement](https://clientgen.ai/services-agreement/) - Services Agreement Last Updated: February 18, 2026 This Services Agreement and all terms contained herein form a part of the legal agreement between you and ClientGen, LLC, a Florida limited liability company (the “Company”). Please carefully review this Services Agreement. If you have any questions, please contact info@cliengen.ai.BY ACCEPTING THIS SERVICES AGREEMENT, EITHER BY CLICKING
- [Password Reset](https://clientgen.ai/password-reset/) - Forgot Password To reset your password, please enter your email address or username below. Only fill in if you are not human Remember your password? Back to Login
- [Login](https://clientgen.ai/login/) - Log In to Your Account Email* Password* Only fill in if you are not human Keep me signed in Forgot your password? Don’t have an account? Sign Up Today
- [Ad Campaign Catalog](https://clientgen.ai/ad-campaign-catalog/)
- [Sales Support](https://clientgen.ai/sales-support/) - Presentation Materials Marketing Campaign Asset Examples Ad Campaign Catalog Downloadable Materials ClientGen Dash Portal Sign Up Links Kickstart Plan Sign Up Link Amplify Plan Sign Up Link AISG Sign Up Link Geneos Sign Up Link Money Concepts Sign Up Link Wealthfeed Enterprise Dashboard Create new enterprise account Log in to enterprise account
- [User](https://clientgen.ai/user/)
- [Register](https://clientgen.ai/register/)
- [Members](https://clientgen.ai/members/)
- [Logout](https://clientgen.ai/logout/)
- [Account](https://clientgen.ai/account/)
- [Features](https://clientgen.ai/features/) - Smarter prospecting.Stronger growth. Turn life events into your next new client. ClientGen equips you to instantly spot high-potential prospects, uncover what makes them tick, and engage with campaigns that land at exactly the right moment – so you never miss the chance to grab your next opportunity. Discover Discover high-potential prospects in seconds, filtered by
- [About Us](https://clientgen.ai/about-us/) - About Us Pete Galloway, President A lifelong entrepreneur, Pete has founded and scaled multiple businesses, successfully exiting to a NASDAQ-traded company where he went on to serve as President of U.S. Operations. Today, he brings that experience and passion for innovation to ClientGen, ensuring our platform delivers lasting value and growth opportunities for advisors and
- [Privacy Policy](https://clientgen.ai/privacy-policy/) - Privacy Policy Last Updated: September 12, 2025ClientGen.ai (“we,” “our,” or “us”) values your privacy. This Privacy Policy explains what information we collect, how we use it, with whom we share it, and the choices you have regarding that information when you visit https://clientgen.ai or use our services.Information We CollectWe may collect the following categories of