Advisor postcards and notes
ClientGen Reach helps financial advisors prepare marketing from their firm's approved templates: printed postcards, handwritten notes, and hosted personal pages for booking, RSVP or replies. Every piece starts as a draft with a complete proof and an exact price, and runs an automated SEC Marketing Rule and FINRA 2210 pre-check, which is not a compliance review; firms can route drafts to their own compliance reviewer. More
MCP connector Server URL https://mcp.clientgen.app/mcpCopy Login OAuth Tools Reads data21 get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ list_ list_ list_ list_ list_ list_ propose_ search_ list_
Changes data5 add_ draft_ plan_ submit_ request_
Deletes or can't be undone17 apply_ approve_ approve_ cancel_ cancel_ complete_ confirm_ create_ draft_ draft_ draft_ log_ remove_ revise_ revise_ update_ update_
Skills 9 in the ChatGPT listing
Admin desk Point the advisor, firm admin or reviewer to the right ClientGen Reach web page and say what it proves. Brand kit Build and explain the firm's brand in ClientGen Reach: the brand brief (voice, message, look, contacts, disclosure) and the brand kit (logo and colors that print). Campaign week The advisor's marketing week at a glance, Phase 1 only. Handwritten note Send a real handwritten note (pen on paper) through ClientGen Reach to one client or a few. Marketing compliance Pre-check advisor marketing copy against the SEC Marketing Rule, Section 206 and FINRA 2210 before it is sent through ClientGen Reach. Page design Build or restyle a hosted ClientGen Reach page (book a call, RSVP, reply) that the postcard's QR code or a shared link points to. postcard Send printed postcards from ClientGen Reach to clients, prospects, seminar guests or a purchased list, each carrying the recipient's own QR code and link to the advisor's page. Seminar follow up Fill and follow up a seminar, workshop or webinar with ClientGen Reach: invitation, reminder, RSVP page, then a thank-you card the day after, notes to the best conversations a week later, a card to no-shows, and one last touch. setup Set up and get started with ClientGen Reach, the advisor marketing connector for postcards, handwritten notes and hosted personal pages with a compliance record. 
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