Marcus Chen
BUILDING TRUST
Resource share — forward the Roth conversion article. His Q2 deadline is approaching in 11 days.
Heir Relationship Intelligence
Try it in ten minutes. The Heir Decoder is the first step.
Resource share — forward the Roth conversion article. His Q2 deadline is approaching in 11 days.
Personal check-in — follow up on the job offer she mentioned in March. That window is still open.
Goal milestone — acknowledge his debt paydown. He hit the $5K mark. This is worth a specific message.
Accountability check-in — she set a savings goal in February. No contact since. This relationship is at risk.
You know it matters. You've known for years. You've nodded at the conferences. You've bookmarked the articles. Maybe you tried a few outreaches and just lost the momentum.
Now, here's the thing, heir engagement has no near-term reward, no defined first step, and no system holding it all together for the long haul. Human nature is working against you. The brain doesn't naturally prioritize work that pays off a decade from now, even if it's important. And tasks without rewards, deadlines, or structure tend to end up in the "someday" category.
The fix isn't more motivation. It's an architecture that makes the next action the obvious one.
Spend ten minutes with one of your heir relationships and walk away with a snapshot like this one.
THE HEIR DECODER — SARAH
Reach out this week — text or email, not phone. Anchor the contact in something specific from a prior conversation rather than a generic check-in. Acknowledge the gap honestly rather than pretending it didn't happen. Keep it brief, personal, and entirely free of financial topics.
Cold/dormant relationships have latent trust that cold introductions don't. Levin's dormant tie research found that successful reconnections require invoking specific shared history while acknowledging the gap. With six prior conversations to draw on,
When advisors think about heir engagement, they picture a meeting. Sit the kids down. Walk through the estate. Make the introduction. The meeting becomes the goal, and once it's done, the box is checked.
But meetings don't make heirs choose you. Relationships do. And relationships aren't built in conference rooms talking about their parents' money. They're built in the small, unprompted moments in between.
The rest don't. Not because you don't care, but because there's no way to keep that level of context in your head across an entire book.
ArcGenesis gives you that version of you, for everyone.
It's not a CRM. It's not a content scheduler. It's how you show up in every relationship.
01
The heirs who need attention, surfaced every week with the context and the suggested move. No drift. No forgotten threads.
02
Voice or text. Sixty seconds. You'll never have to remember what you talked about last time.
03
When a relationship goes silent past the line, you'll know. Before it's too long to recover.
04
Everything you've ever logged about a single heir, organized and searchable. Years of context, one screen.
The AI tells you what to do and why. The communication is yours. That's the deal.
As you're probably well aware, these relationships aren't just for fun. They have real numbers attached to them. This is your business after all. So let's actually look at them.
ArcGenesis can't guarantee you'll never lose an heir. No tool can. The industry retains roughly one in five. But what if even just half stayed? What does that actually look like for you?
At industry average
$10M
At 50% retention
$25M
Difference
$15M
That's not a number you reach by accident. It's the gap between the relationships you have and the ones you could.
ArcGenesis is opening to a small founding cohort first. Direct input on the product as it's built. Locked-in pricing when we launch.
We just sent you a confirmation email — click the link inside to lock in your spot. Once you confirm, you'll get the cohort update when seats open.
A relationship intelligence system for financial advisors who want to build real connections with their clients' heirs — without trying to hold every detail in their head.
You get a Monday briefing surfacing the heirs who need attention this week, with context and a suggested next move. You log touchpoints in a tap. The system tracks the rest.
No. ArcGenesis lives next to your CRM. Your CRM is for clients and compliance. ArcGenesis is for the relationships you're trying to build.
Pricing for the founding cohort will be shared when we open seats. Founding members get a permanent rate.
We don't have a specific date yet. The waitlist is how you hear first.