How to get customers forHolistic Financial Planning Software

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

The idea that helps Financial planners

Financial planners want to create comprehensive financial plans for their clients. However, they can't get it because they struggle to incorporate all aspects of a client's financial life into a single, cohesive plan.

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

Holistic Financial Planning Software : PlanGenius is an all-in-one financial planning solution that allows planners to integrate budgeting, investment management, retirement planning, and tax optimization seamlessly. It simplifies the planning process and enables planners to deliver thorough and effective financial plans. Of course it is much better than the stuff from eMoney Advisor, MoneyGuidePro, or eMoney!

How to find Financial planners

You can get insights about the pain points of financial planners 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 planners 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 planners, 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: Holistic Financial Planning 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 planners

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

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find financial planners 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 planners 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 planners complain about their pet peeve: They struggle to incorporate all aspects of a client's financial life into a single, cohesive plan.
  • Good for you because this is something that you can solve with holistic Financial Planning 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 planners to reach their goal: To create comprehensive financial plans for their clients.

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

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