The hardest part of advisor outreach isn't sending the message — it's knowing what to say. A cold email lands because it speaks to where the prospect actually is in their life: what they're reading, what's changing in their city, what's keeping them up at night. Most advisors don't have time to do that level of research for every prospect, so they fall back on generic outreach. Conversion suffers.
We built the Engagement Engine to close that gap.
What the Engagement Engine actually does
The Engagement Engine is a research tool, not an automation tool. It takes a single individual — or a target demographic — and produces the deep-dive analysis an advisor would otherwise have to assemble by hand: a snapshot of what that prospect is likely thinking about right now, what they're seeing online, and how to start a conversation that actually lands.
Advisors share four inputs:
- Location
- Income range
- Age range
- Occupation
And the Engine returns three sections, every time:
- Relevant context — what's happening in this prospect's world right now (tax changes, market shifts, regional dynamics, life-stage pressures)
- Sources — links to the trending posts, articles, and social posts this demographic is actually reading
- Outreach — prompts, conversation starters, and angles built specifically for this person
“"We wanted to give advisors the same kind of preparation a great salesperson does before a big meeting — but for every single prospect, in minutes instead of hours."”
Jack Boudreau, CEO & Co-Founder, HabitsWhat's inside every analysis
Each report combines five components designed to make the next conversation easier:
- Contextual conversation starters
- Multi-channel outreach strategies
- Strategic positioning
- Pain point analysis
- Timing and channel guidance
Nothing in this is sent on the advisor's behalf. There are no automated sequences, no auto-emails, no auto-DMs. The advisor stays in control of every interaction; the Engine just makes sure they walk in prepared.
How it works
Advisors share the demographic of someone they'd like to engage — a new Habits prospect, a stalled lead in their CRM, an old connection they want to reopen — and the Engine builds the analysis around them.
Every subscription includes 100 analyses per month, with additional credits available on request. The methodology is built on the same content and research strategy that generated 6M+ monthly views and 100K+ followers for Habits' founder, now packaged as a tool advisors can use one prospect at a time.
New: the Engagement Engine Chrome extension
We're also launching the Engagement Engine as a Chrome extension. Once installed, advisors can pull up any LinkedIn profile, click the extension, and generate a full analysis on that person in seconds — without leaving the page they're already on.
The extension is built for the moment that matters most: when an advisor is already looking at a prospect's profile and deciding whether to reach out. Instead of bouncing between tabs, copying details into a separate tool, and trying to assemble context manually, the full Engagement Engine analysis renders right alongside the profile they're viewing — making prospect research and outreach prep a single, in-browser step.
What this means for advisors
The Engagement Engine doesn't replace the advisor; it gives them the prep work an advisor with a research analyst on staff would have. The result is a smaller stack of better outreach: fewer messages, sharper angles, real conversations.
Habits originally connected advisors with qualified prospects. The Engagement Engine — and now the Chrome extension — is how we're helping advisors show up to those conversations as the most prepared person in the room.
The Engagement Engine and Chrome extension are available now for all advisors on Habits. Learn more at Habits For Advisors.