A Meaningful Career

Prospect Intelligence

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A Meaningful Career
in Financial Services
Live workflow Prospect Constellation
Maryland · Two Prospect Sources

Every prospect source, one command center.

Prospect Constellation

See the territory on a globe

Every prospect in this database, plotted and filterable by source, tier, gender, and county.

Open the globe
Data source

What the three tiers mean

Tier = how recently they were licensed = how receptive they are

The database at a glance

Prospect explorer

Search, filter, then export to GoHighLevel
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How to work these lists

First time prospecting? Start here.

The book-a-call workflow

Your goal on every message is to book a short Zoom (or a phone call if they prefer). The presentation does the closing, not your texts.
1
Start with ProspectHog Tier A
Brand-new agents are the warmest. They just got licensed and most have no team yet. Filter the explorer to Tier A and export that group first.
2
Text the Monster list next
These people already got your email through Monster+. Switch the source to Monster, export the ones with phone numbers, and load them into GoHighLevel for a text follow-up.
3
Lead with value, not a pitch
You offer mentorship, leads, and a proven system. You are not asking them for anything. New agents respond to "I help people like you win," not "buy from me."
4
Email first, text second
Send the email to everyone with an address. Only text people after, and always give an opt-out. Keep it short and human.
5
Ask for a Zoom, every time
The goal is a short Zoom where you walk them through how the team works. If they would rather talk by phone first, honor that. You are booking the presentation, not closing on text.
6
Follow up 3 to 5 times
Most replies come after the 2nd or 3rd touch. Space them over two weeks. A "no" or "STOP" goes to suppression. No reply just means not yet.
Stay compliant
  • Email needs a real sender name, a reason you are reaching out, and an unsubscribe link (CAN-SPAM).
  • For texts, get consent and honor STOP immediately. No texts before 8am or after 9pm local (TCPA).
  • The Monster list already received one email. Reference it ("I reached out last week") and respect any opt-outs.
  • Keep a suppression list. Anyone who opts out never gets contacted again.

Monster follow-up text Monster

Hi {First}, Andre with A Meaningful Career in Financial Services. I emailed you last week through Monster about joining our team. We give agents leads, mentorship, and a real system so year one actually pays. Open to a quick Zoom this week? Happy to start with a call if you prefer. (Reply STOP to opt out.)

Recruit text Tier A

Hi {First}, this is Andre with A Meaningful Career in Financial Services. Congrats on getting your MD life license! I help new agents get leads, training, and a real system so they actually earn in year one. Open to a quick Zoom this week to see how we work? (Reply STOP to opt out.)
Source Files · Unmodified Records

The raw data, exactly as imported.

Every field from the original source files, verbatim. Nothing cleaned, scored, or renamed. Use this view to audit what came in.

Source file
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Confidential. This database contains personal contact information compiled for A Meaningful Career in Financial Services recruiting use only. Do not share, resell, or use for any purpose outside compliant, opt-out-respecting outreach. Encrypted at rest; authorized access only.
ProspectHog 4,673 + Monster 108 · Maryland