Inbound. Outbound. Retention.
Master them all.
Habits knows what your audience is thinking about and what's happening in every prospect's world, so your content lands and your messages get answered.
Growing your practice online shouldn't feel like a second job.
Two hours of prep for every hour with a client
Research, call prep, and follow-up eat your week before any growth work even starts.
The default growth channels are broken
Referrals are inconsistent and cold outreach gets ignored: one you can't control, one that barely converts.
Generic AI can't be trusted client-facing
It hallucinates, and fact-checking its work often takes longer than doing it yourself.
Compliance red-tapes the alternatives
Anything touching personal data, CRM integration, or automated outreach gets stuck in review, or banned outright.
of advisors believe AI can grow their book by 20% or more, yet fewer than 15% are using it to grow their business. Nothing has been built for the growth job. Until now.
The bridge between AI's research and
your judgment.
Every client you have is one ChatGPT tab away from free, confident-sounding advice. What no chatbot knows is when the answer matters: when a headline is noise and when it's a real shift, when to revisit the plan and when to stay the course. The Engagement Engine watches your prospects' and clients' worlds, so you show up at the right moment with the right thing to say.
The Engagement Engine isn't a side product. It's how we built Habits. Knowing what people were thinking about and showing up at the right time in the right way got us to 100k+ followers, 10M+ monthly views, and built a marketplace full of families looking for an advisor. Now the same engine works for your practice.
Build an audience that comes to you, without buying a single lead.
Know exactly what your ideal clients are thinking about right now: viral trends, industry news, and planning topics matched to the age, occupation, and income of your target audience. Create the content that brings them to you using the same engine that fuels our Prospect Pro marketplace.
Most LinkedIn DMs get ignored. Yours shouldn't.
The Engagement Engine works where you already operate. Visit any LinkedIn profile in your browser, and it builds out a full brief in seconds: who they are, what's happening in their world, and exactly what to say to get a response. Know their situation before you reach out, and send something worth reading.
Make yourself irreplaceable.
Monitor the parts of the market that matter to your clients: the companies they work at, hold equity in, or rely on. When something shifts, you know first. Reach out with something that matters before they even know to ask. The proactive human touch that AI won't give them.
AI that advisors can actually trust.
Generic AI answers from memory and fills the gaps by guessing. The Engagement Engine plugs directly into every major social platform and live news stream, so every insight is current, sourced, and something you can actually stand behind.
InstagramEvery insight backed by a source
See exactly where insights come from. No guessing, no black box.
Nothing you'd have to walk back
It works from real data, so there are no invented facts to catch you out later.
Live data, not a frozen training set
Up-to-the-minute signals about the people you're reaching, not a snapshot from last year.
Built for a regulated industry
Compliance-first by design. The AI you can actually put in front of a client.
Built for a regulated industry. Backed by the best.
Habits wasn't built to cut corners on compliance. It was built because of it. No CRM integration required, no data-sharing agreements, no in-app messaging. Zero compliance exposure for you or your firm.
SOC 2 Type II certifiedIndependently audited. View details →Backed by the investors behind some of the biggest names in SaaS.
Investors behind Calendly, Salesloft, Terminus, and Teamworks, plus angels and executives from J.P. Morgan, AMEX Ventures, Techstars, Holistiplan, Pandora, and Financial Engines.
Choose your plan
One new client typically pays for it many times over, and the days you get back on research compound every month.
Want qualified prospects delivered too?
Add Prospect Pro and get a steady stream of qualified prospects matching your criteria and actively looking for an advisor, delivered to you every month.
- ✓ Full Engagement Engine: inbound, outbound & retention
- ✓ Full access to our Chrome extension
- ✓ Sourced insights on real, live data
- ✓ Works on your own CRM contacts, not just Habits prospects
- ✓ SOC 2 Type II compliant
- ✓ Rolling monthly, cancel anytime
- ✓ Grandfathered pricing: your price never rises
- ✓ Full Engagement Engine: inbound, outbound & retention
- ✓ Full access to our Chrome extension
- ✓ Sourced insights on real, live data
- ✓ Works on your own CRM contacts, not just Habits prospects
- ✓ SOC 2 Type II compliant
- ✓ Dedicated account manager
- ✓ Enhanced support
- ✓ Grandfathered pricing: your price never rises
- ✓ For teams managing multiple advisors
- ✓ Dedicated account team
- ✓ Volume pricing & priority support
Questions? We've got answers.
The things advisors ask most before they start with the Engagement Engine.
Still wondering something? Speak to sales.
Inbound. Outbound. Retention.
Master them all.
Know more about your prospects than they know about themselves.