Client Equity Solutions
At Client Equity, we Help Wealth Managers, Advisors & Planners book pre-qualified appointments with warm high-net worth COI prospects. We offer a simple and effective solution to fill up your calendar with consultations with your ideal prospects. No More Cold Calling or Expensive Seminars. Our marketing systems are customized for each advisor and designed to put prospecting 100% on autopilot - so you can free up an additional 10-30 hours each week for more time with the family, or out on the golf course. P.S. Worried about compliance issues? Don't worry - we work hand in hand with compliance departments to ensure a fully-compliant, ethical and effective message. Get in Touch!
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Verified contacts
1
available on Kipplo
LinkedIn employees
1 to 10
headcount range
Open roles
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no listings
Distinct roles
1
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
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Top roles at Client Equity Solutions
1 distinct titles indexed · top 1 shown.
- 1head of marketing
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Trusted by sales, marketing, and GTM engineering teams.