ClientGen 3.0 · now in launch

A marketing department,
in software.

ClientGen runs prospecting, ads, email, LinkedIn, webinars and reporting for independent financial advisors — done-for-you, end-to-end, and compliant by default.

Trusted by advisors at62 broker-dealers·42,000 independent advisors
clientgen.app/for/krishnan● rendering · in your brand
For Maya Krishnan · Krishnan Wealth Partners · Plano, TX

Hi Maya.
Here's a quarter of marketing,
ready to ship for Krishnan Wealth.

Sample ad · in your brand
When your equity vests, the next decision matters most.
Krishnan Wealth Partners — pre-IPO planning for Plano tech families.
Book a 20-min planning callKrishnan Wealth
Broker-dealer laneSample · for illustrationrendered · 380 ms
Engine · live for krishnan-wealth-partners
01 · Reading firm site02 · Lifting brand03 · Drafting assets04 · Slotting compliance05 · Ready
0 %

And the same brand on seventeen other things.

Pick what to ship Monday ↓

Every asset below is already branded to Krishnan Wealth Partners, using verified data only. Free ClientGen pieces are yours to keep. Pinnacle insurance kits unlock when you join the network. Finspire studio commissions are quoted per engagement.

19 pieces · branded to Krishnan
KKrishnan Wealth Partners
Maya Krishnan
Plano, TX
CG · Identity
Branded email signature
Auto-built from your firm site
free · keep it
KKrishnan Wealth Partners
Maya Krishnan
Plano, TX
CG · Identity
LinkedIn header set
3 variations, your colors
free · keep it
KKrishnan Wealth Partners
Maya — a quarter of marketing, ready for Krishnan Wealth
CG · Email
Weekly market newsletter
Written, branded, ready to send
free · keep it
KKrishnan Wealth Partners
Maya — a quarter of marketing, ready for Krishnan Wealth
CG · Email
Quarterly client letter
Your voice, your data, on time
free · keep it
K
When your equity vests, the next decision matters most.…
#KRISHNAN
CG · Social
Social calendar — 30 days
LinkedIn + Facebook, on brand
free · keep it
K
Referral one-pager
CG · Print
Referral one-pager
Hand it to your best clients
free · keep it
K
New-client welcome packet
CG · Print
New-client welcome packet
Onboarding kit, ready to mail
free · keep it
KKrishnan Wealth Partners
Maya Krishnan
Plano, TX
CG · Identity
Headshot polish + crop set
One photo, every channel
free · keep it
Prospect map — your zip
CG · Discover
Prospect map — your zip
1,840 in Plano. We open with 73.
free · keep it
Weekly performance report
CG · Report
Weekly performance report
What ran, what landed, what next
free · keep it
Pinnacle · Insurance
Annuity & Life Appraisal kit
Krishnan
PIN · Insurance
Pinnacle
Annuity & Life Appraisal kit
Conversation starter + brochure
12 min · bd-cleared
Pinnacle · Insurance
Long-Term Care campaign
Krishnan
PIN · Insurance
Pinnacle
Long-Term Care campaign
4-email drip + landing page
15 min · bd-cleared
Pinnacle · Insurance
Retirement Solutions seminar
Krishnan
PIN · Insurance
Pinnacle
Retirement Solutions seminar
Deck + invite + handout, BD-approved
25 min · bd-cleared
Pinnacle · Insurance
IUL conversation starter
Krishnan
PIN · Insurance
Pinnacle
IUL conversation starter
2-page client conversation guide
8 min · bd-cleared
Pinnacle · Insurance
Estate-planning brochure
Krishnan
PIN · Insurance
Pinnacle
Estate-planning brochure
Branded estate-strategy primer
10 min · bd-cleared
Full brand identity
Finspire · 4–6 weeks
FS · Studio
Full brand identity
Mark, palette, type, guidelines
4–6 weeks · quoted
Custom advisor website
Finspire · 6–10 weeks
FS · Studio
Custom advisor website
Designed and built for you
6–10 weeks · quoted
Practice brand film
Finspire · 4 weeks
FS · Studio
Practice brand film
60-second story, shot on-site
4 weeks · quoted
Annual client report
Finspire · 5 weeks
FS · Studio
Annual client report
Editorial-grade print + digital
5 weeks · quoted
You're now in The Pinnacle Group · the networkThe brand fully switches here — different color, type, and voice.
The Pinnacle Group
For unaffiliated advisors

The strength behind your practice.

Pinnacle is the broker-dealer and back office — insurance, annuities, advanced planning, supervision. Where ClientGen handles your marketing, Pinnacle stands behind your firm.

A legacy of doing right by the advisor.

The network, in numbers
42,000
independent advisors
62
broker-dealers
38 yrs
in the industry
5 kits
auto-branded to your firm
BD-approvedThe firm behind your firm.
Insurance campaigns · branded to your firm

Five concept kits. Already approved.

Locked until you join. Each kit auto-brands to your firm in minutes.
Krishnan Wealth
Locked
Annuity & Life Appraisal kit
Conversation starter + brochure
BD-approved12 min
Krishnan Wealth
Locked
Long-Term Care campaign
4-email drip + landing page
BD-approved15 min
Krishnan Wealth
Locked
Retirement Solutions seminar
Deck + invite + handout, BD-approved
BD-approved25 min
Krishnan Wealth
Locked
IUL conversation starter
2-page client conversation guide
BD-approved8 min
Krishnan Wealth
Locked
Estate-planning brochure
Branded estate-strategy primer
BD-approved10 min
Join to unlock all five kits
Compliant, supported, supervised. The firm behind your firm.
End of Pinnacle section · returning to ClientGen↓
Finspire Creative · the premium studioWarm, serif, editorial — the studio mode.
Finspire Creative
Premium studio · for advisors who'd notice the difference

Big ideas, small details, every pixel in between.

Finspire is the human-led studio — brand launches, websites, films, the work that has to land. Sold through ClientGen; designed and built by our team.

Featured commission
Krishnan Wealth Partners — practice brand film
A 60-second story, shot on-site, in your voice. Built to anchor a homepage, open a deck, or land in a prospect's inbox.
4 weeks · quoted

Proven strategy. Flawless execution.

Be seen. Be heard. Be known.
Krishnan Wealth
Full brand identity
Mark, palette, type, guidelines
Quoted4–6 weeks
Krishnan Wealth
Custom advisor website
Designed and built for you
Quoted6–10 weeks
Krishnan Wealth
Practice brand film
60-second story, shot on-site
Quoted4 weeks
Krishnan Wealth
Annual client report
Editorial-grade print + digital
Quoted5 weeks
When the work needs a studio, not a system
The experience you create is everything.
End of Finspire section · returning to ClientGen↓
Broker-dealer lane

Compliance is a labeled lane, not fine print.

Every personalized output carries a gold pill. Disclosures live in a fixed footer block. No performance promises. If a personalization field is missing, the asset degrades to segment level — never an empty bracket.

FINRA · SECBD-reviewedState-disclosedHuman-on-record
RULE 01

No performance claims

No implied returns, retention, or AUM growth. Numbers are operational — prospects mapped, calls booked — never financial outcome.

RULE 02

The compliance lane is gold

Every personalized asset carries a labeled gold pill. Disclosures live in a fixed footer block, never woven into body copy.

RULE 03

Personalization integrity

Missing fields degrade gracefully — segment-level, never hallucinated. The advisor and BD can always point to verified data.

Required footnote · every personalized output

Sample creative for illustration. Final advisor-facing materials are reviewed for FINRA/SEC compliance and broker-dealer approval prior to use. No performance promises implied.

Who gets what. And what unlocks.

You are: Unaffiliated advisor
The workUnaffiliated advisor · youPinnacle advisor
Branded email signature, social, newsletters● Free● Free
Prospect map + reporting● Free● Free
Annuity & Life Appraisal kit○ Join to unlock● Unlocked
Long-Term Care campaign○ Join to unlock● Unlocked
Retirement Solutions seminar○ Join to unlock● Unlocked
IUL conversation starter○ Join to unlock● Unlocked
Estate-planning brochure○ Join to unlock● Unlocked
Finspire studio commissions◆ Quoted◆ Quoted
Run-it-for-me service (email · social · ads)$249/ch$249/ch
Join the Pinnacle Group to unlock five insurance kits.

Free assets. Paid to run.

Everything ClientGen drafts is free to keep — assets, identity, calendar, reports. Pay only when you want us to run it, or when you commission Finspire.

Free
$0every month, forever

All ClientGen-built assets, branded to your firm and yours to keep. Send them yourself or hand them to your team.

Run
from $349per month · packages below

We run the sends — email, social, paid, LinkedIn — and report back. Bundle by package; cancel any time.

Studio
Quotedper engagement · by Finspire

Brand identity, custom website, brand film, annual report. Designed and built by humans, sold inside ClientGen.

Run packages · pick what fits
Upgrade or cancel any month.
Ignite 90
90-day done-for-you launch
$2,500one-time · 90 days

90-day done-for-you launch — lead gen, branded asset kit, first email cadence, first paid flight, initial report. Hand-holding through go-live.

Spark
email + social
$349per month

Email cadence + social calendar. Two channels running, on your brand.

Presence
email + social + LinkedIn
$599per month

Spark + LinkedIn outreach. Three channels.

Full Suite
everything: email, social, LinkedIn, paid, monthly report
$999per month

Everything: email, social, LinkedIn, paid ads, and the monthly performance report.

For Maya Krishnan

The marketing department your firm never hired.

See your kit. Send what you want. Keep the rest. We'll keep drafting next week's.

Free · no card · 0 hours from you
K
This week's sends10 drafted · awaiting your OK
10 free·0 Pinnacle·0 studio