Qualified retirement prospects with $750K+ in reported investable assets, booked on your calendar.
We run the ads, educate prospects, and follow up by email, text and phone. Before booking, we check their reported investable assets, decision-maker status and interest in speaking with an advisor.
$750K+
minimum will be placed on your calendar
Dinner seminars, referrals and purchased leads leave you chasing the next appointment.
Plan and host another dinner seminar
Venue planning, invitations, presenting and the follow-up afterward all compete with the time you spend serving clients.
Wait for the next referral
A busy month can be followed by an empty calendar when referrals are your only source of new conversations.
Pay an agency, then chase its leads
You hire a marketing agency expecting growth, then find yourself reviewing campaigns and chasing the contacts it sends.
Hire and manage callers
Recruiting callers, managing follow-up and checking whether appointments are qualified become another job to run.
Start the week without enough appointments
You open the calendar on Monday and cannot see where your next retirement-planning conversation is coming from.
The process
We run the ads, qualify the prospects and book the appointments.
One connected process takes a prospect from the first ad to a qualified appointment on your calendar.
We run retirement-focused ads.
Retirement-focused ads meet people where they are and invite them to explore their retirement outlook.
Handled by AssetgenWe collect prospect information through a retirement quiz.
A short quiz captures each prospect's retirement goals and a self-reported asset band, then directs them to education.
Handled by AssetgenQuestion 3 of 6
Where are you in your retirement journey?
We educate prospects with retirement videos or a webinar.
Educational content explains retirement topics before the meeting. Viewing completion varies by prospect.
Handled by AssetgenRetirement income webinar
Three questions to ask about retirement income
They attend a webinar on the services.
Prospects attend a webinar that walks through the retirement services available to them, so they arrive at the appointment with a clearer picture of what is offered. Viewing completion varies.
Handled by Assetgen
We follow up by email, text and phone.
Our team nurtures interest across email, text and phone. A setter confirms the prospect reports $750K+ in investable assets, is a household decision-maker and is seeking an advisor.
Handled by AssetgenProspect qualification
We book qualified prospects on your calendar.
Qualified prospects are booked directly on your advisor's calendar. Your advisor holds the meeting and follows up to close the business.
Handled by AssetgenAdvisor meets prospect directly
We check prospect fit before booking the meeting.
Reported assets
Prospects report at least $750K in investable assets at booking.
Household decision-maker
The prospect is confirmed as the person who makes or shares the financial decisions for the household.
Looking to speak with an advisor
The prospect indicates they are actively seeking an advisor to speak with.
The comparison
How is Assetgen different from a lead vendor?
Basic contact-list vendor
Assetgen
Delivery
Name, phone number and email address.
Qualified appointment booked on your calendar.
Education
You may start the retirement explanation from scratch.
Prospects receive educational videos or a webinar before the meeting.
Follow-up
You call, text and email the contact to arrange a meeting.
We follow up by email, text and phone and coordinate scheduling.
Qualification
Contact details alone do not establish assets or intent.
A setter checks reported assets, decision-maker status and advisor interest.
No-show
Purchasing a contact does not establish an attendance standard.
No appointment fee for a no-show; advertising costs are separate.
Delivery
Basic contact-list vendor
Name, phone number and email address.
Assetgen
Qualified appointment booked on your calendar.
Education
Basic contact-list vendor
You may start the retirement explanation from scratch.
Assetgen
Prospects receive educational videos or a webinar before the meeting.
Follow-up
Basic contact-list vendor
You call, text and email the contact to arrange a meeting.
Assetgen
We follow up by email, text and phone and coordinate scheduling.
Qualification
Basic contact-list vendor
Contact details alone do not establish assets or intent.
Assetgen
A setter checks reported assets, decision-maker status and advisor interest.
No-show
Basic contact-list vendor
Purchasing a contact does not establish an attendance standard.
Assetgen
No appointment fee for a no-show; advertising costs are separate.
How is Assetgen different from a marketing agency?
Compare hiring a team to run campaigns with a process built around qualified advisor appointments.
Generalist marketing agency
Assetgen
What is delivered
Campaigns and contact-form leads; booking may remain with your team.
Ads, education, qualification and appointments booked on your calendar.
Financial-advisor focus
A generalist team may serve many unrelated industries.
Retirement-focused funnel for advisory firms.
Follow-up
Your team may still call, text and email new leads.
We coordinate email, text and phone follow-up before booking.
Operational workload
You juggle campaigns and lead follow-up alongside serving clients.
Education, qualification and booking are coordinated for you.
Appointment standard
A contact form alone does not establish prospect fit.
We check self-reported $750K+ assets, decision-maker status and interest in an advisor.
Accountability
A retainer pays for ongoing marketing services and contact counts.
An appointment fee applies only when a qualified prospect attends.
What is delivered
Generalist marketing agency
Campaigns and contact-form leads; booking may remain with your team.
Assetgen
Ads, education, qualification and appointments booked on your calendar.
Financial-advisor focus
Generalist marketing agency
A generalist team may serve many unrelated industries.
Assetgen
Retirement-focused funnel for advisory firms.
Follow-up
Generalist marketing agency
Your team may still call, text and email new leads.
Assetgen
We coordinate email, text and phone follow-up before booking.
Operational workload
Generalist marketing agency
You juggle campaigns and lead follow-up alongside serving clients.
Assetgen
Education, qualification and booking are coordinated for you.
Appointment standard
Generalist marketing agency
A contact form alone does not establish prospect fit.
Assetgen
We check self-reported $750K+ assets, decision-maker status and interest in an advisor.
Accountability
Generalist marketing agency
A retainer pays for ongoing marketing services and contact counts.
Assetgen
An appointment fee applies only when a qualified prospect attends.
Agency services and contracts vary. This comparison describes a generalist retainer model.
We handle prospect follow-up. Your team handles the advisor meeting.
Assetgen handles
- Ad creative and campaigns
- Retirement education
- Email, text and phone follow-up
- Qualification
- Booking on your calendar
Your advisor handles
- Attend the appointment
- Provide advice to the prospect
No setup fee. You cover ad spend and pay for qualified attended appointments.
- There is no setup fee.
- An advertising budget agreed around your goals goes to the ad platforms.
- An appointment fee applies only when the prospect attends and meets the qualification criteria agreed with your firm.
- There is no appointment fee for a no-show.
Your firm needs capacity to take meetings and follow up with prospects.
- Your firm generates roughly $3M to $10M in annual revenue.
- You serve retirement clients and have capacity for new meetings.
- Your team can attend appointments and follow up with prospects.
- A decision-maker on your side participates in each appointment.
- You are ready to fund an advertising budget agreed around your goals.
Who handles the ads, follow-up and appointment booking?
Who handles the ads, follow-up and appointment booking?
We do. Our team handles email, text and phone follow-up, provides retirement education, checks qualification and coordinates the appointment. Your team can focus on the meeting and the follow-up needed to earn the client.
Who follows up with leads before the call?
We do. Our team handles email, text and phone follow-up, provides retirement education, checks qualification and coordinates the appointment. Your team can focus on the meeting and the follow-up needed to earn the client.
How does payment work?
There is no setup fee. You cover the advertising budget that goes to the ad platforms. We agree that budget around your acquisition goals. Assetgen charges for an appointment only when the prospect attends and meets the qualification criteria agreed with your firm.
What happens if a prospect does not show up?
There is no appointment fee for a no-show. The advertising costs used to generate interest are separate.
Who will be on my calendar?
Retirement households who report at least $750K in investable assets, with a target asset profile agreed with your firm. Each prospect is confirmed as a household decision-maker and indicates they are seeking an advisor. Asset information is self-reported and not independently verified.
Do I have to run ads or build a funnel?
No. We use an existing retirement-focused system and handle the campaigns, landing experience, education, nurture and appointment setting.
How are compliance requirements handled?
Our ads and educational materials go through compliance review before use. Your firm remains responsible for its own approvals and the advice delivered to prospects.
How soon can we start?
Onboarding timing is confirmed after access, the advertising budget, the qualification criteria and calendar availability are agreed. We do not promise a fixed start window such as seven days.
Can I choose the type of prospect?
Yes. The target asset profile and retirement focus are agreed with your firm before launch.
Can I choose how many appointments I receive?
Yes. Capacity is agreed before launch, and your firm chooses a monthly appointment cap. Routing and media pause when the cap is reached. There are no automatic unlimited appointments.
See if we can book qualified retirement prospects for your firm.
For advisory firms generating $3M to $10M in annual revenue. Start with a fit review for your firm.