Disclosures
Disclosures
Please read these notes alongside the rest of the site. For financial professionals only.
What Assetgen is
Assetgen is a marketing and appointment-setting service for financial professionals. It is not personal financial advice, and Assetgen does not make individual recommendations. Your advisor handles individual recommendations in the appointment.
Self-reported assets
Prospect asset information is self-reported and is not independently verified. Reported assets do not establish how much a household will transfer or invest, and do not equal transferable assets. The target asset profile is agreed with your firm.
Meetings are not guaranteed clients
A held meeting does not guarantee a signed household, transferred assets, or a purchase. Qualification relates to the prospect's reported profile, not to an outcome.
Advertising and appointment fees
There is no setup fee. You cover the advertising budget, which goes to the ad platforms and is agreed around your acquisition goals. Assetgen charges an appointment fee only when the prospect attends and meets the qualification criteria agreed with your firm. Advertising costs are separate from the appointment fee.
No-shows
There is no appointment fee for a no-show. The advertising costs used to generate interest are separate. The team works to reschedule.
Historical pipeline snapshot
The pipeline snapshot shown on the homepage is a historical record. Pipeline value is not closed revenue or transferred assets, and the snapshot is not a forecast of results for your firm. The snapshot includes households outside Assetgen's current qualification criteria.
Illustrative process visuals
Process visuals on the How it works page are illustrative previews. They show the shape of each step and are not live recordings, actual ads, or screenshots of a working system.
Compliance-approved materials
Our ads and educational materials have been compliance-approved. This site does not display any regulatory seal or endorsement, and approval of current materials does not mean every future item is automatically approved. Your firm remains responsible for its own approvals and the advice delivered to prospects.
This page is part of an unpublished draft. A formal privacy policy and terms will be published before any form data is collected.