Plotbook BlogProspecting playbooks, property data explainers, and product updates from the Plotbook team.https://plotbook.io/blog/How to Research a Prospect Before the First Meetinghttps://plotbook.io/blog/research-prospect-before-first-meeting/https://plotbook.io/blog/research-prospect-before-first-meeting/Build a concise prospect brief before the first meeting: verify identity, preserve sources, separate facts from inferences, and prepare better questions.Wed, 12 Aug 2026 12:00:00 GMTProperty-First vs. List-First Prospecting: Which Workflow Fits Your Practice?https://plotbook.io/blog/property-first-vs-list-first-prospecting/https://plotbook.io/blog/property-first-vs-list-first-prospecting/Compare property-first and list-first financial advisor prospecting, learn where each works, and build a measured hybrid workflow for your practice.Tue, 11 Aug 2026 12:00:00 GMTHow Is Net Worth Estimated? Why a Range Beats a Magic Numberhttps://plotbook.io/blog/net-worth-estimate-range-not-magic-number/https://plotbook.io/blog/net-worth-estimate-range-not-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.Mon, 10 Aug 2026 12:00:00 GMTHow to Find a Property Owner by Address: A Records-First Guidehttps://plotbook.io/blog/find-property-owner-by-address/https://plotbook.io/blog/find-property-owner-by-address/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.Sun, 09 Aug 2026 12:00:00 GMTHow to Find the Person Behind an LLC-Owned Propertyhttps://plotbook.io/blog/find-person-behind-llc-owned-property/https://plotbook.io/blog/find-person-behind-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.Sat, 08 Aug 2026 12:00:00 GMTFinancial Advisor Lead Generation: Build a System, Not a Listhttps://plotbook.io/blog/financial-advisor-lead-generation/https://plotbook.io/blog/financial-advisor-lead-generation/Build a measurable financial advisor lead generation system across referrals, search, centers of influence, events, and territory research.Fri, 07 Aug 2026 12:00:00 GMTHow to work a territory by assessed property valuehttps://plotbook.io/blog/work-a-territory-by-assessed-value/https://plotbook.io/blog/work-a-territory-by-assessed-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.Thu, 06 Aug 2026 12:00:00 GMTWelcome to the Plotbook bloghttps://plotbook.io/blog/welcome-to-the-plotbook-blog/https://plotbook.io/blog/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.Wed, 05 Aug 2026 12:00:00 GMT