Go further with ClientGen

Your next connection
could be closer than you think.

When you’re ready to grow beyond the people you know, explore your local market, discover shared connections and find a thoughtful reason to start a conversation.

Get my free local report See a practical example

Optional lead generation · $2,388/year · 1,000 upfront profile credits. Data and life-event coverage vary.

Two women connecting over coffee at an outdoor café. — Built around people. Made easier by AI.

ONE PRACTICAL EXAMPLE

New to the neighborhood.
A reason to say hello.

Follow a new-mover campaign from search to outreach. An illustrative scenario, with real ClientGen screens to explore.

01 / Build your audience

Start with a specific group.

Choose the area you serve, a relevant life event and the financial profile that fits your practice.

Explore discovery

Your search briefEXAMPLE

Who would you like to meet?

Location: Jacksonville, Florida
Life event: New mover
Estimated net worth: $1 million–$2.5 million

Your audience takes shape.Review available matches, then save the search.

Illustrative workflow, not a customer result. Data and event coverage vary.

View the actual ClientGen screen

Actual product screen. The example above simplifies the workflow for illustration.

Find the tools for a different workflow

START WITH YOUR GOAL

One platform.
Your next move.

Build an audience around your practice.

Start with a location, then refine financial, professional and life-event criteria. Review available results before unlocking contact information.

Choose geography
Refine your criteria
Review and save

Explore discovery

Find new prospects: actual ClientGen interface — Actual ClientGen screen. Availability and results vary.

01 / Discover your next clients

Your niche. Your geography. A reason to talk.

Go beyond a name and a ZIP code. Combine your ideal client profile with life and business events to build a more relevant audience.

Actual ClientGen discovery filters for net worth, income, property, business ownership, age, LinkedIn connections, industry, company, job title and alma mater — Actual product screen. Refine your audience, explore results in a list or map, and save the search.

Meet people moving into your market.

Your service area
New mover
Estimated wealth

Explore the map, review available matches and save a local audience for a relevant introduction.

Build around the employers you know.

Employer
Role
Location

Focus on a company or professional niche your practice understands. Save the criteria for your next search.

Find a reason to start a conversation.

Your market
New job or promotion

Combine your audience with an available life-event signal, then review the profile before reaching out.

Example search combinations. Record counts, estimates and event coverage vary. Save your criteria and review the current results when you return.

See who fits my market See the search tools

The depth behind the name

See the person. Understand the bigger picture.

Estimated wealth is only the beginning. Explore family connections, relatives’ wealth estimates, property, career history and life events to prepare for a more informed conversation.

Jordan Reynolds

Business owner · Annapolis, MD

Context for your next conversation

Est. household net worth: $2.5m–$5m
Income range: $200k–$250k
Home value: $980,000

A wider view of the family

See available relatives, relationships and individual estimated net worth.

Jordan’s family connections

SpouseAvery Reynolds

Est. net worth$1m–$2.5m

ParentMorgan Reynolds

Est. net worth$2.5m–$5m

SiblingTaylor Reynolds

Est. net worth$500k–$1m

Individual estimates are not added together as household wealth.

Understand what changed

Event type, date and details give you a reason to reconnect.

SEP 08
New job
Joined a new company as chief operating officer.
JUN 16
New mover
Relocated to Annapolis, Maryland.

Go into the conversation with context about the person, their family and a recent change.

Property & mortgage

Home value: $980,000
Current loan value: $310,000
Loan started: June 2021
Lender: Example Bank

Available property records also include ownership details.

Career & education

Current role: Chief operating officer
Previous role: VP, Operations
Alma mater: University of Maryland

Professional history can reveal shared experience and a natural starting point.

Ready for follow-up

Available phone, email and LinkedIn
Warm introduction paths
Notes, tags and activity history
Tasks and campaign history

Keep the research and your next step connected.

Fictional people and values illustrate fields available in ClientGen. This is a simplified view, not a product screenshot. Data coverage varies; wealth and income figures are estimates.

Life changes. Stay informed.

Find a relevant moment to connect.

Discover by catalyst and event date, or monitor contacts for new events.

Inheritance
Retirement age
Recently married
New job
Recently separated
New mover
New parents
Promotion
Insider stock sale
Business sale
Capital raise

See the depth of the data in a market you know.

Explore a profile with us

Your relationships. More possibility.

Your next client could be
one introduction away.

Connect LinkedIn to turn the people you know, and the people they know, into searchable, enriched audiences. See who fits your practice and who has a timely reason to talk.

Show me warm introductions

A path to a warmer conversation

YouThe advisor

Your connection1st degree

Their connection2nd degree

Add a reason to reach out.

New job · Promotion · Business sale · Retirement age

See the shared relationship, choose who to ask and start the conversation with context.

Enrich your connections

Search your first-degree network with available wealth, household, property and professional context.

Go one connection further

Discover and enrich second-degree prospects. Find who can introduce you and compare available paths.

Spot money in motion

Surface life and business events across both audiences, so your outreach has a relevant starting point.

Turn context into outreach

Build a focused audience, request a warm introduction or use LinkedIn connection and message steps in your campaign.

See the LinkedIn smart searches inside ClientGen

ClientGen smart searches for an enriched first-degree network, first-degree money in motion, warm introductions and warm introductions with money in motion — Actual product screen from an example account. Audience counts vary by connected network and available data.

02 / Enrich the contacts you have

Start with the people
you already know.

An old prospect list. A person you just met. Contacts from your CRM. Add available contact details, financial estimates and professional context, then decide who deserves a fresh conversation.

Look up a person by name, phone, email, LinkedIn or address
Upload a CSV, map the columns and review the contacts
Keep discovered, enriched and uploaded contacts in My Database
Organize follow-up with folders, notes, tags, tasks and activity history

Check My Database first. Find contacts you already have before purchasing additional data. Review matches and any credit requirement before unlocking a new profile.

Actual ClientGen Enrich screen showing five ways to find a person and the CSV upload option — Inside ClientGen · Enrich individual contacts or an existing list.

03 / Put your prospecting in motion

Turn a saved search into a campaign.

Unlock Flows connects Discover to the Marketing Hub. Choose your audience, prospects per run and schedule. Your flow unlocks matching prospects and starts the campaign you select.

01
Save your audience
Define your market, ideal client and relevant life events.
02
Set your flow
Choose a saved search, prospects per run and schedule.
03
Review, then start
Check the audience, campaign and costs before starting your flow.
04
Follow the response
See replies, connections and QR scans, then take the next step.

Review the audience, schedule and costs before starting a flow. A saved campaign with no enrolled contacts does not send outreach. Profile credits, mailing and other execution costs apply.

One sequence. More ways to connect.

Make follow-up
part of the plan.

Arrange handwritten notes, postcards, LinkedIn connections and messages, email, delays and scheduled tasks into a campaign. Give each touchpoint a role in the conversation.

Choose templates and arrange your campaign steps
Space out follow-up with delays
Review recommended actions, inbox, outbox and queue
Link a handwritten note’s QR code to your website, landing page or calendar

Channel setup and your firm’s required approvals apply. Mail and other paid services are additional.

Actual ClientGen campaign builder with a LinkedIn connection step, a delay and options to add notes, postcards, messages, email and tasks — Example sequence in the actual campaign builder.

Know who is engaging

The response tells you where to focus.

Open the contacts behind replies, accepted connections and QR scans. See the context in My Database and decide on the next conversation—not just the next campaign.

Replies → pick up the conversation
Accepted connections → plan your next message
QR scans → review who responded
Queue and outbox → check execution status

Available metrics depend on the channel. Email opens are estimates; a queued item is not confirmation of delivery.

04 / Stay close to what changes

Your existing book
deserves your attention, too.

A client changes jobs. A prospect moves. A business owner sells. Monitor existing clients and prospects for supported events so you have a reason to reconnect and revisit what they need.

Track monitored contacts and newly identified events
Filter changes by catalyst category
Review the person’s profile before planning a thoughtful follow-up

Work with the tools you use.

ClientGen offers integrations for LinkedIn, Salesforce, Wealthbox, HubSpot, Redtail and AdvisorStream, plus CSV workflows for existing lists.

Connections and supported actions differ by provider. We’ll walk through your workflow in the demo.

See it with my workflow

A clear software subscription

$2,388 a year.
A place to build from.

Discover, Enrich, Monitor and Marketing Hub, with 1,000 upfront profile credits. Optional Campaign Service adds hands-on support. Mailing, media and additional usage are separate.

See what’s included

Keep Reach at the center of your outreach.

Your ClientGen data subscription includes current Claude connector software for postcards, handwritten notes and personal pages. Bring an approved audience; connecting does not automatically synchronize your database. The upgraded Reach workflow and console remain private.

Explore ClientGen Reach

From a useful search to a useful conversation

How it fits your practice.

New prospects, existing relationships and a clearer next step.

Walk through my workflow

Find an answer6 common questions

Is ClientGen only for finding new prospects?

No. Discover prospects, add available context to contacts you already have, and monitor your existing book for supported changes. Use that context to decide both who to approach next and who deserves a timely follow-up.

Can I enrich my own list?

Yes. ClientGen includes contact lookup and CSV list-enrichment tools. Supply the identifiers you have—such as name, email, phone, address or LinkedIn URL—and review available matches. Coverage varies. Check My Database for contacts you already have, and review any credit requirement before purchasing additional data.

What does the household information tell me?

Available profiles bring together estimated wealth, property, family relationships, professional information and life events. Use that context to prepare a relevant conversation. Estimates are not verified account balances, and relatives’ individual wealth figures should not be added together as a household total.

How does LinkedIn help me find a warmer path?

With LinkedIn connected, explore your first-degree network and available paths to people your connections know. Combine those relationships with available profile and life-event context. Having a LinkedIn profile does not by itself mean someone is your connection or that an introduction is available.

Can a saved search become a campaign?

Yes. Prepare a campaign for your selected audience, or configure an Unlock Flow to unlock contacts from a saved search and enroll them in a campaign on your chosen schedule. Review the audience, credit use, message and execution costs before starting the flow. Saving a campaign alone does not enroll contacts or send messages.

How do I know what happened after outreach?

Use reporting, the queue and the outbox to review activity and available responses. Replies, accepted LinkedIn connections and QR scans help you decide whom to follow up with. Email opens are estimates, and queue status is separate from confirmed delivery. Available metrics depend on the channel.

CLIENTGEN REACH

Bring the topic.
See the campaign.

Turn your next workshop idea into a branded invitation, display ad and signup page. See the pieces together. Refine them with your firm. You approve the next step.

Preview the upgraded campaign workflow with our team. The Reach console remains private.

Explore ClientGen Reach See current AI connections →

Start with a conversationPRIVATE WORKFLOW PREVIEW

“Build a campaign for our Planning Your Next Chapter workshop. Use our firm’s brand. Show me the invitation, ad and registration page.”

Describe it in Claude, ChatGPT or the Reach console.*

Back of the fictional Maple Grove invitation, with a sample QR code — 01The invitationA reason to open the conversation.

Blue Maple Grove Planning postcard inviting guests to Planning Your Next Chapter — 01The invitationA reason to open the conversation.

Matching blue Maple Grove display ad with a Reserve your seat button — 02The adThe same message, on screen.

Fictional Maple Grove campaign. Styling examples adapted from product proofs; registration is a static preview.

*Current Reach connectors are available in Claude and ChatGPT. Reach console and upgraded campaign workflow remain in private preview.

ProspectsNew jobNew moverClientGen map view · Sample markers

Complimentary local opportunity report

See the opportunity in your market.

Tell us your ZIP code and ideal client. Our team will prepare a market overview with anonymized profile examples.

Get my local reportNo meeting required. Prepared by our team, not an instant search.

Your next connectioncould be closer than you think.

New to the neighborhood.A reason to say hello.