Qualify every financial planning and wealth lead before you take the
Cliont gives financial planning and wealth firms a guided intake for each service line, so a retirement-focused prospect and a business owner exploring succession planning are asked different questions, scored on fit, and routed to your CRM as separate, qualified leads.
Browse every financial planning and wealth intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Information financial planning and wealth teams need before dispatch
Across every financial planning and wealth service, Cliont intakes are built to capture:
- Life Event Best Describes
- This Life Event Already
- Have Financial Advisor Or
- Primary Decision-Maker Financial Matters
- Areas Want Addressed As
- Have Existing Financial Plan
- Main Reason Want Second
- Areas Would Like Included
- Work With Financial Advisor
- Sole Decision-Maker These Financial
How financial planning and wealth lead scoring works
Every answer across every financial planning and wealth intake is weighted automatically.
Value signals
- Marriage or divorce
- New child or dependent
- Retirement transition
- Inheritance or financial windfall
- Sale or purchase of a business
- Job change or relocation
Urgency signals
- Immediately
- In active negotiation with a buyer
- Have Little No Dedicated
- Have Active Property Or
Route leads by service, area, urgency, and value
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Financial Planning and Wealth lead-intake FAQs
Does Cliont use one intake form for every type of financial planning, or separate ones?
Each service line, such as retirement planning, business owner planning, or investment management, gets its own guided intake with questions relevant to that engagement, rather than a single generic form.
How does Cliont handle a prospect who isn't sure which service they need?
Prospects can be directed into the intake for the service they're inquiring about, such as comprehensive financial planning or executive financial planning, and your team can route or reclassify the lead in your CRM once the fuller picture emerges.
Can Cliont qualify leads for niche areas like charitable planning or education funding alongside core services?
Yes, Cliont supports intake and scoring across all the service lines in your practice, including charitable planning and education funding, alongside broader services like comprehensive and retirement planning.
Will Cliont stop unqualified prospects from booking a discovery meeting?
Cliont scores each submission against the qualification criteria for that service line and flags lower-fit or disqualifying responses, so your team can see the fit before committing a discovery meeting to a prospect who isn't a match.
Does Cliont replace the CRM my advisors already use?
No, Cliont sits in front of your intake process and sends scored, qualified leads into your existing CRM rather than replacing it.
Can different advisors or service teams see only the leads relevant to them?
Because leads are captured and scored by service line, such as business owner planning versus insurance and risk planning, they arrive in your CRM already segmented so the right advisor sees the right prospect.
Turn your financial planning and wealth traffic into signed clients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.