For established retirement-focused advisory firms
This is how we put qualified retirement prospects on your calendar.
From the first ad to the appointment on your calendar, see how we attract, educate, follow up with, and qualify retirement prospects.
The process
From first click to a qualified appointment.
We run retirement-focused ads.
Retirement-focused ads meet people where they are and invite them to explore their retirement outlook.
Prospects complete a retirement quiz.
A short quiz and calculator gather retirement goals and a self-reported asset band, then direct each prospect toward relevant education.
Question 3 of 6
Where are you in your retirement journey?
They receive retirement education.
An educational webinar gives prospects context on the retirement topics they want to discuss. Prospects receive educational material before the meeting; viewing completion varies.
Retirement 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.
We follow up and check qualification.
Email, text, and phone follow-up keeps the conversation moving. A setter checks reported assets of at least $750K, decision-maker status, and intent in an advisor, then coordinates the appointment.
Prospect qualification
We book the meeting on your calendar.
Your advisor conducts the call directly. Assetgen does not join or introduce on the call. An appointment fee applies only when the prospect attends and meets the qualification criteria agreed with your firm.
Advisor meets prospect directly
The difference
You see the appointment. Here is the work before it.
Education
Contact record
A bare contact record arrives with no context.
Assetgen
Prospects receive educational content before the conversation.
Follow-up
Contact record
Your team chases the lead to keep it warm.
Assetgen
Email, text, and phone follow-up move interest toward a conversation.
Qualification
Contact record
A form fill does not confirm assets, intent, or decision-making.
Assetgen
Prospects report at least $750K in investable assets, confirm they are a decision-maker, and indicate they are seeking an advisor.
Scheduling
Contact record
You arrange the meeting yourself.
Assetgen
A qualified appointment is booked on your calendar.
Appointment standard
Contact record
A delivered record, with no attendance signal.
Assetgen
An appointment fee applies only when the prospect attends and meets the criteria.
Advisor workload
Contact record
You build the nurture and set the meetings.
Assetgen
You conduct the meeting and the sales follow-up.
Compliance
Compliance-approved materials, built into the process.
We use an existing system with compliance-approved advertising and educational materials. That gives us an established process instead of starting with unreviewed materials.
Educational content provides context. Your firm remains responsible for its own approvals and the advice delivered to prospects in the appointment.
Questions
A few questions before you apply.
See the work, then see if your firm qualifies.
Start with a fit review for your firm.