How to get customers forAdvanced Personalized Financial Advisory Tool

Where to find personal finance advisors in order to convert them to customers

The idea that helps Personal finance advisors

Personal finance advisors want to provide personalized financial advice. However, they can't get it because they struggle to gather and analyze client financial data efficiently.

Therefore, they need to use your solution, e.g. FinAdvisor Pro.

Advanced Personalized Financial Advisory Tool : FinAdvisor Pro is an all-in-one software tool that enables personal finance advisors to gather, analyze, and interpret client financial data seamlessly, allowing them to provide personalized financial advice tailored to each client's specific needs and goals. Of course it is much better than the stuff from WealthSense, or FinanceGenius!

How to find Personal finance advisors

You can get insights about the pain points of personal finance advisors 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 personal finance advisors 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 personal finance advisors, 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: Advanced Personalized Financial Advisory Tool.

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 personal finance advisors

To get started, edit the values in the following 3 input fields and click “Search personal finance advisors”.

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find personal finance advisors 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 personal finance advisors 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 personal finance advisors complain about their pet peeve: They struggle to gather and analyze client financial data efficiently.
Good for you because this is something that you can solve with advanced Personalized Financial Advisory Tool, 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 personal finance advisors to reach their goal: To provide personalized financial advice.

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

Get your first customers now!

Fintech Personal FinanceAdvanced Personalized Financial Advisory Tool