For Firms & Broker-Dealers
Give every advisor you recruit a reason to say yes.
A money-in-motion prospecting engine, rolled out across your firm — compliance-friendly by design, onboarded by our team, with success criteria agreed before the first seat goes live.
30 minutes · with Pete Galloway, President · scoped to your firm
Why Firms Run It
Organic growth is the story every home office needs. This is the engine behind it.
A recruiting weapon
Every advisor who joins gets a prospecting engine on day one — signals in their market, outreach that runs itself. That is a different recruiting conversation.
The organic-growth slide
Advisors who are growing don't leave. Firm-wide signal coverage turns organic growth from a hope into a program you can report on.
Compliance-friendly by design
One pre-approved template library, a dedicated sending sub-domain per practice, rate-limited sending, and no performance claims anywhere. Built for review, not around it.
Zero home-office lift
Our team concierge-onboards every seat. Your part is one announcement email and one webinar slot — we run everything else.
How It Starts
A 90-day pilot with the finish line agreed up front.
Twenty seats, ninety days. Every seat concierge-onboarded within 14 days — configured, connected, and sending.
Agreed in the pilot MOU before kickoff: seat activation, weekly-active advisors, and signal-sourced prospect conversations per seat. Conversations and meetings — never asset promises.
Weekly advisor office hours, a bi-weekly sponsor scorecard, and a day-75 executive readout where the expansion decision is made against the criteria — not renegotiated.
Group seat rates with three ways to structure them: firm-sponsored as an advisor benefit, advisor-paid at the group rate, or a shared subsidy. Scoped on the first call, priced on a rate card — no games.
ClientGen, LLC is an independent subsidiary of The Pinnacle Group — a financial-services sales and marketing firm since 2007, partnered with 65+ broker-dealers and RIAs and representing more than 40,000 financial advisors.
What Each Advisor Gets
The full platform, plus the setup they'd never do themselves
Their market, mapped
Eleven money-in-motion life events across their territory — business exits, retirements, inheritances — refreshed weekly, tagged by Event Month.
Four live channels
Email from a dedicated sub-domain, LinkedIn steps, handwritten notes, and postcards — running as one campaign.
Unlock Flows
A monthly prospect target and saved searches — discovery, unlocking, and outreach run hands-free.
Concierge setup
Our team configures every seat: sending domain, templates, first searches, first campaign. Advisors start with it working.
Start the Conversation
Bring us your roster. We'll bring the plan.
One call with Pete: your firm's footprint, which advisors pilot first, what the compliance package looks like, and the exact success criteria we'd sign up to.
- Pilot design scoped to your firm in the first call
- Compliance brief ready for your CCO within two weeks
- Co-branded advisor campaign kit included
- You talk to the President — not a channel manager
Or write directly: pete.galloway@clientgen.ai