Eight agents take over the work an advisor used to do alone or hire out — prospecting, creative, compliance pre-flight, deploy, report-back. You don't trial software. We run.
Marketing tools for advisors became another full-time job. Dashboards to learn, segments to maintain, copy to write, compliance to chase. We watched 40,000 advisors stop using them inside six months. The pivot isn't a better dashboard. The pivot is the work itself.
Every Ignite 90 advisor moves through the same sequence. The first thirty days are the proof. The next sixty are the renewal conversation.
Three are live and running on every active engagement. Five are in build through summer. Every agent reports up through Brain — and Brain reports to you.
Runs every piece of creative against your BD's rule pack before it ships. The standing human sign-off stays in your hands.
Sends the Friday digest: three numbers that matter, one suggested action. The opposite of dashboard fatigue.
Routes events between the rest of the team. Maintains the per-advisor state machine — who's doing what, when, for you.
The front door. Reads your practice and pulls 300 enriched leads from your market — the packet you walk in with.
Writes the emails, the LinkedIn posts, the ad copy — in your voice, not template AI's. Trained on your actual practice.
Pushes Casey-cleared work to email, LinkedIn, and programmatic ads. Daily caps respected so the platforms stay friendly.
Markets into your existing client list. Fires on life events — new mover, inheritance, business sale — the moment they happen.
Triages inbound replies. Routes the ones that need your judgment to you, on the channel you actually check.
ClientGen's distribution runs through Pinnacle and a small set of partner BDs. Your packet doesn't show up in a cold inbox — it shows up through the relationship you already trust. That's the difference between a SaaS pitch and a referral.
Ignite 90 is the front door — the 90-day sprint that proves we can earn the renewal. If we don't earn it, we don't deserve it.
Every piece of creative passes Casey's pre-flight against your broker-dealer's specific rule pack. Pinnacle's is already loaded. New BD onboarding is a 2-week build, not a 2-month negotiation. Your standing human sign-off stays exactly where it is.
Verify your BD"An advisor's competitors aren't other advisors with bigger marketing budgets.
They are the same advisor on a week where they actually had the time.
ClientGen gives back that week."
30-minute intake. We pull your packet within 7 days. You decide whether the work is worth a 90-day sprint. Most advisors say yes in the room.