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How it worksPricingFor firms

Prospecting on autopilot for advisors

Three new prospects.
Every weekday.

3 a Day adds three high-intent prospects to a multi-channel campaign we build and run for you. You just approve the outreach and take the warm replies.

See how it works
Email, LinkedIn, notes & postcards Verified, compliant data Cancel anytime
Sample Daily 3 · your area
Sample only — your real Daily 3 are unique, verified and compliant, and refresh every weekday.
Start for $99 — first monthsetup waived · then $199/mo · cancel anytime
Want more than agents? Human marketing by
60+
broker-dealer networks feeding signals
12
money-in-motion triggers we watch
3/day
new high-intent prospects, every weekday

How it works

Find, enrich, monitor, reach out — on repeat.

Four steps run quietly in the background. The only thing on your plate is approving outreach and replying to the people who write back.

1

Discover

We surface best-fit prospects in your market, filtered to the niches and roles you actually serve.

2

Enrich

Each prospect is layered with verified firmographics and wealth context. Net worth and income are modeled estimates, never asserted as fact.

3

Monitor

We watch for 12 money-in-motion life events. Detection is roughly 90-day batched — a considered signal, not a real-time alert.

4

Marketing Hub

Agents build and run multi-channel campaigns across email, LinkedIn, handwritten notes and postcards. You approve, then reply.

Live channels today are email, LinkedIn, notes and postcards. SMS and voicemail are on the roadmap.

Pricing

How much human do you want?

One spectrum — from agent-run outreach to fully human marketing by Finspire and enterprise distribution. Pick where you want to sit.

3 a Day

$199/mo
Start for $99 — first month, setup waived
ClientGen agent
  • ~60 prospects/mo + 15 flex credits
  • Email + LinkedIn campaigns, run for you
  • Approve & reply in ~5 min/day
Most popular

Pro

$489/mo
$389/mo for 6 months — save $100/mo
ClientGen agent
  • Higher daily volume & lead credits
  • Postcards & handwritten notes available
  • Priority support
See Pro details

Concierge

$1,199/mo
 
+ Finspire human
  • Everything in Pro
  • Human marketing layer by Finspire
  • Campaign strategy & review
Compare tiers

See the full ladder — through White Glove & Enterprise

Part of the Pinnacle family

Built on real distribution.

ClientGen is backed by The Pinnacle Group and its distribution network, with operations support from RIA VA Solutions. That means the data, deliverability and people behind your Daily 3 are accountable to firms advisors already know.

The Pinnacle GroupDistribution
RIA VA SolutionsOperations
Optimal Service GroupFinspire client
Moran WealthFinspire client

When you want more than agents.

From Concierge up, Finspire Creative adds a human marketing team on top of your agents — strategy, creative and campaign review. Finspire works with advisory firms including Optimal Service Group and Moran Wealth.

View Finspire's workSee human-assisted tiers

Built to be honest

No real-time promises. No fake proof.

You work in a regulated business. So we are precise about what 3 a Day is — and isn't.

Live channels only

Email, LinkedIn, handwritten notes and postcards. SMS and voicemail are future — we never advertise them as available.

Not real-time

Detection is roughly 90-day batched across 12 money-in-motion life events — a considered signal, not an alert.

Modeled estimates

Net worth and income figures are modeled estimates to help you prioritize — not asserted facts about a person.

Accuracy-checked data

Prospect data is verified before it reaches you, and your data stays private — CCPA / GDPR compliant.

Questions

The honest FAQ

Three scored prospects in your market who are hitting a money-in-motion moment, added to a multi-channel campaign every weekday. That works out to around 60 prospects a month, plus 15 flex credits.
No. Detection is roughly 90-day batched across 12 life-event triggers. It is a considered signal designed for thoughtful outreach, not a live alert feed.
Email, LinkedIn, handwritten notes and postcards. SMS and voicemail are on the roadmap and are not available today.
They are modeled estimates to help you prioritize, not confirmed financial facts about an individual. We label them as estimates everywhere they appear.
Your first month of 3 a Day, with setup waived. After that it is $199/mo, and you can cancel anytime.
From Concierge up, Finspire Creative layers a human marketing team on top of your agents — strategy, creative and review. Lower tiers are agent-run.

Start your first 3 tomorrow.

First month $99, setup waived, cancel anytime. See a sample day in under a minute.

View pricing