The Plotbook Blog

Wealth prospecting, in practice.

Prospecting playbooks, property data explainers, and product updates from the Plotbook team.

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How to Research a Prospect Before the First Meeting

Build a concise prospect brief before the first meeting: verify identity, preserve sources, separate facts from inferences, and prepare better questions.

Kathleen Atkins11 min read
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Property-First vs. List-First Prospecting: Which Workflow Fits Your Practice?

Compare property-first and list-first financial advisor prospecting, learn where each works, and build a measured hybrid workflow for your practice.

Kathleen Atkins11 min read
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How Is Net Worth Estimated? Why a Range Beats a Magic Number

Learn how net worth is estimated from property and business evidence, why ranges beat point values, and how confidence should guide prospect research.

Kathleen Atkins10 min read
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How to Find a Property Owner by Address: A Records-First Guide

Use an address to find the owner of record, verify the deed, handle LLCs and trusts, and label the result without overstating what public records prove.

Kathleen Atkins10 min read
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How to Find the Person Behind an LLC-Owned Property

The deed gives you an LLC, not a person. Follow this defensible research process through parcel records, state filings, mailing addresses, and corroborating sources.

Kathleen Atkins11 min read
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Financial Advisor Lead Generation: Build a System, Not a List

Build a measurable financial advisor lead generation system across referrals, search, centers of influence, events, and territory research.

Kathleen Atkins11 min read
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How to work a territory by assessed property value

A repeatable way to turn the zip codes you already cover into a short, ranked list of households worth a conversation — using assessed property value as the first filter.

Plotbook Team7 min read
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Welcome to the Plotbook blog

What this blog is for: prospecting workflows, how property and ownership data actually behaves, and notes on what we ship.

Plotbook Team1 min read