How to get customers forPersonalized Financial Advisory Software

Where to find financial consultants in order to convert them to customers

The idea that helps Financial consultants

Financial consultants want to provide personalized financial advice to their clients. However, they can't get it because they struggle to efficiently analyze and evaluate each client's financial situation.

Therefore, they need to use your solution, e.g. FinAdvise.

Personalized Financial Advisory Software : FinAdvise is an AI-powered financial advisory software that takes into account a client's specific financial goals, risk tolerance, and investment preferences to generate tailored recommendations. It streamlines the advisory process for consultants and enhances client satisfaction. Of course it is much better than the stuff from eMoney Advisor, Morningstar, or Riskalyze!

How to find Financial consultants

You can get insights about the pain points of financial consultants if you listen to them carefully, either in person or online. Listening online is much easier because you need not ask them for a customer interview but you can observe them talking about their problems, out there in their natural habitat. They won’t even notice that you are there, watching and listening to them.

The process, step by step

One process that we can totally recommend is this:

Find out where financial consultants hang out (Reddit, Mastodon, etc.)
Read what problems they talk about, and how urgent they are to them. (Did they try any solutions, yet? Did they spend money on anything, yet? Did they even cobble a homegrown solution together?)
Enter the conversation: Help them with tips, ask more about their situation and why they are in pain.
If you find recurring questions or pet peeves of financial consultants, create some helpful content for them (e.g. a blog post, a podcast episode, or a video) and share it with them for free, in the same conversations. They will be delighted.
At the end of the blog post, invite them to use your solution: Personalized Financial Advisory Software.

I described the process here in my blog post: Identify a hungry audience.

If you do this manually, it may take you hours each day. Automate it, with a little help from the AI in CustomerPing!

Step 1 to find financial consultants

To get started, edit the values in the following 3 input fields and click “Search financial consultants”.

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find financial consultants and their pain points in online forums on the internet.
With one click, you can search for each keyword phrase right away.
CustomerPing will present the search results to you.
If you think that one of those results looks like financial consultants wrote it, you can create a “customer radar station” on the forum where the post came from.
You describe what makes a post relevant to your business.
CustomerPing will “ping” you 24h a day, whenever financial consultants complain about their pet peeve: They struggle to efficiently analyze and evaluate each client's financial situation.
Good for you because this is something that you can solve with personalized Financial Advisory Software, right?

What to do when you get a “customer ping”

When such an alert appears on your mobile phone, you simply tap on it and join the conversation in the online forum.

Help financial consultants to reach their goal: To provide personalized financial advice to their clients.

They will get to know, like and trust you. Eventually, they will buy your solution: Personalized Financial Advisory Software.

Get your first customers now!

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