Career transition
New executive role, job change, layoff/WARN event, severance window, option exercise, or benefit rollover question.
◉ Fairfield County launch · Northeast expansion
Find planning moments before assets move.
A Fairfield-first Northeast demo for Moneco advisors to spot public or permissioned “money in motion” signals — job changes, retirement windows, business exits, relocations, estate events, and liquidity moments — then route qualified prospects through review-safe outreach.
Guardrail:
This prototype does not track private bank, brokerage, retirement-plan, or account-transfer activity. Names and contact fields are fictional demo placeholders—not verified contact data. Production use requires independent sourcing and verification, source retention, consent and do-not-contact checks, human approval, and compliance review before outreach.
Geographic focus
Start local. Expand with discipline.
Fairfield County remains the launch and core market. Once sourcing, review, and advisor capacity are working reliably there, coverage can extend through Connecticut and into selected Rhode Island, Massachusetts, and New York corridors—not all at once.
Fairfield-first depth before regional breadth- Fairfield coreSouthwest Connecticut: Greenwich through Stamford, Darien, New Canaan, Westport, Norwalk, Fairfield, Bridgeport, and nearby towns
- Connecticut statewideAdd New Haven and Litchfield corridors, then Central and Eastern Connecticut as approved sources and advisor capacity support coverage
- Adjacent firstWestchester / White Plains first in New York; Providence metro, Warwick / Cranston, and Newport in Rhode Island
- Greater BostonEmphasize Boston, Cambridge, and the Newton / Wellesley corridor; add Worcester and Springfield as measured Massachusetts corridors
- Broader New YorkExtend deliberately into NYC metro, Long Island, and the Hudson Valley after core and adjacent-market operations are established
Money-in-motion signal taxonomy
Not “who has money.” The better angle is “who just entered a planning moment where a fiduciary conversation may be helpful.”
Retirement window
Age and career-stage indicators, public retirement announcements, pension decisions, Medicare timing, 401(k) rollover education.
Business liquidity
Company sale, succession, recapitalization, partner buyout, real-estate sale, or owner preparing for a post-exit plan.
Life + estate events
Home sale or relocation, charitable board role, estate/probate notice, inheritance planning, college funding, or trust/legacy planning.
Advisor sample prospect queue
Mock regional queue showing how public or permissioned planning-moment signals can be scored, sourced, and moved toward advisor-approved outreach—starting in Fairfield County before measured expansion across Connecticut, Rhode Island, Massachusetts, and New York. All entries are demo personas, not private account tracking. Contact fields are placeholders under example.com; LinkedIn links are unverified people-search lookups, not claimed profiles.
No map results
Adjust the prospect criteria or reset the filters.
Adjust the prospect criteria or reset the filters.
Select a sample marker
Marker locations are approximate city or town centers and do not identify a residence, account, asset transfer, or private financial event.
Signal type · marker fillCareerRetirementBusinessLife + estate
Review status · marker ringReadyIn reviewVerifyNurture
Accessible text alternative: filtered prospect locations
Weekly workflow
A practical operating rhythm Moneco can review with Matt Keys: source signals, score them, keep evidence, and only then create advisor tasks.
Detect
Pull from approved public and permissioned sources: news, job posts, WARN, property transfers, CRM, event RSVPs, and referrals.
Verify
Attach source links, remove stale items, dedupe contacts, and separate real triggers from weak “maybe” signals.
Score
Rank by timing, fit, planning relevance, existing relationship, geography, and confidence in the source.
Review
Compliance and advisor approval gates before any outreach copy goes live. Keep no private financial assumptions.
Outreach
Create CRM tasks with educational, low-pressure planning prompts tied to the visible trigger event.
Safe by design
- ✓Use public or permissioned information only; independently source and verify production contact data, then retain the source, date, and reason for inclusion.
- ✓Position outreach as education: rollover options, retirement checklist, liquidity planning, tax-team coordination.
- ✓Require human review before CRM creation, email drafting, or call assignment.
- ✓Retain consent and opt-out status, do-not-contact checks, source notes, and compliance comments.
Hard no list
- !No private account, banking, brokerage, credit, or retirement-plan balance tracking.
- !No protected-class targeting or sensitive health/family-status assumptions.
- !No investment recommendations, performance promises, or “we know your assets moved” language.
- !No use of demo email placeholders or unverified lookup results for outreach, and no automated external sends without advisor and compliance approval.
Example outreach posture
Designed to sound helpful, not creepy. The message references a public planning moment and offers a checklist or conversation.
Subject: Planning checklist after a career transition
Hi {{first_name}} — I noticed the public announcement about your new role at {{company}}. Career transitions often create a few planning questions around prior employer benefits, equity, retirement accounts, and tax timing.
If useful, I can send over a short transition checklist Moneco uses to help people organize what to review with their advisor, CPA, and benefits team.
No pressure either way — just thought the timing may be relevant.