Adviser AI – How Financial Advisers Can Use an AI Clone to Grow Their Online Presence

As a financial adviser, IFA or financial planner you know that having a strong online presence is essential to reaching potential clients.

But what if your website or LinkedIn profile could do more than just showcase your services?

Imagine having an AI clone of yourself that works 24/7, answering questions from prospects, engaging with potential clients and providing valuable information – all while you're off focusing on other aspects of your business.

That's exactly what the Adviser AI project is designed to do, offering an AI-powered clone of financial advisers that can be embedded into websites, LinkedIn profiles and other online platforms to engage with visitors.

What Is an AI Adviser Clone?

The AI Adviser Clone is a digital representation of you. Trained on your website content, articles, FAQs and other materials, it answers questions that potential clients commonly ask when they visit your online platforms.

Although it’s not designed to provide regulated financial advice, it serves as a highly effective tool for educating and engaging your website visitors, addressing their concerns and gathering useful insights.

Crucially, the AI operates 24/7, meaning you can capture prospects' interest at any time of day or night. You’ll have access to all the conversations it has with your visitors, allowing you to identify potential leads, understand their concerns and take action based on their interactions with your AI clone.

Latest Updates: What’s New?

Here are some exciting new features to enhance the effectiveness of your Adviser AI:

1. UK English Support: Your AI can now be fully trained to communicate using UK English – no more unwanted 'z's sneaking in. Your prospects will appreciate seeing familiar spellings, which helps to maintain professionalism and trust.
2. Conversation Flagging: You can now flag specific conversations within your dashboard. This is ideal for revisiting important discussions, following up on potential leads or tracking conversations that might require additional attention.
3. Topic Summaries: Your dashboard will provide a quick summary of the three main topics visitors have been discussing with your AI. For example, you might find that common themes such as pension planning or the benefits of financial advice are the most talked-about topics, giving you insights into your audience's concerns.
4. Detailed Statistics: Your dashboard now displays key metrics such as the number of new and unique users, the number of responses provided by your AI and how much content has been added to its training over the past 30 days. This helps you track the performance and engagement of your AI clone over time.
5. Improved Training Methods: There’s now detailed guidance on how to train your AI using your own content, particularly for answering basic yet essential questions such as "What’s the difference between a financial adviser and a financial planner?" or "Do you offer home visits?" Covering these fundamental FAQs will make your AI even more helpful to potential clients.
6. Starter Prompts: Not all visitors know what to ask your AI. Including ready-made prompts like "What does a financial planner do?" or "Why should I talk to an IFA instead of doing my own financial planning?" will help start conversations and engage users.
7. Fine-Tuning: Every interaction with your AI provides an opportunity for improvement. After each conversation, you can rate how well your AI answered the query, and edit the response if needed. Over time, this fine-tuning will make your AI smarter, more accurate and increasingly aligned with how you would personally respond.

Additional Ways to Train Your AI

You can train your AI clone using a wide range of content, ensuring it’s truly representative of your knowledge and expertise:

• Website content
• Blogs, articles, webinars and books
• Podcast transcripts and press releases
• FAQs and common client questions
• Unique methodologies, frameworks or processes that you use with clients

The more content you provide, the better your AI will be at answering queries and engaging with prospects.

New Marketing Opportunities

The Adviser AI clone also opens up new marketing possibilities. Here are some creative ways you can promote your AI clone:

• Dedicated Web Page: Create a page on your website that introduces visitors to your AI and explains how it can help them.
• LinkedIn Integration: Add your AI clone to your LinkedIn profile and company page, where it can engage with potential clients directly.
• Email Newsletter: Include a link to your AI in your regular newsletter, inviting readers to engage with it for more information.
• QR Codes on Business Cards: You can now embed your AI in a QR code on your business card. When someone scans the code, they’re instantly connected to your AI clone.
• Email Signature: Add a link to your AI in your email signature to encourage contacts to interact with it.
• Presentations and Webinars: Highlight your AI clone during webinars or presentations to demonstrate how prospects can get quick answers from your virtual self.

Out-of-the-Box Idea: Monetising Your AI Clone

Looking for a new income stream?

You can now set up your AI clone as a chargeable coach. By offering access to your AI as a paid service, you can help others with financial planning tips and strategies while generating revenue. Whether it’s offering personalised answers, access to exclusive content or even basic financial coaching, this could be an innovative way to diversify your income.

Conclusion

The Adviser AI clone offers a ground-breaking way for IFAs, financial advisers and financial planners to engage with prospects online, providing 24/7 assistance and valuable insights into what your visitors are interested in.

With new features like UK English support, topic summaries and fine-tuning capabilities, your AI clone is more powerful than ever.

If you’re interested in setting up your own AI clone or learning more about how it works, feel free to get in touch. This could be the tool that elevates your online presence and helps you connect with more potential clients.