Four Ways to Add REAL Clients with ARTIFICIAL Intelligence

Alec Crawford Founder & CEO of Artificial Intelligence Risk, Inc.

In today's competitive landscape, you have probably discovered that finding and converting high-potential leads into real clients is a challenge and a top priority. This article will show you five different ways AI can help you do this today with a focus on High Net Worth (HNW) individuals on social media. 

1. Find REAL Clients with LinkedIn 

LinkedIn is currently the best social media channel for identifying HNWI. There are AI tools for identifying prospects that you might be using already: 

• LinkedIn Sales Navigator will use AI to automatically suggest leads to you every week based on prior searches. 

• Apollo has a LinkedIn plugin that provides detailed client contact information, sends connection requests, emails, etc., saving you huge amounts of time. 

• The SEC EDGAR database accessed via AI  (e.g. the Edgar AI agent available at riagpt.ai), can retrieve publicly disclosed salary and equity grant information for corporate leaders. 

Combining these tools together is a powerful way to identify and qualify leads. 

2. Jump on Those Themes (Memes?) 

AI drives social media platforms. Which posts you hide and which you engage with will drive what appears in your feed, courtesy of AI. You can use this to your advantage to curate what you see, but also to bring potential clients into your orbit. Here we will caution you not to include confidential or client information in a public chatbot, like ChatGPT, as that might violate your client’s confidentiality or applicable laws. 

• Taplio and similar apps use AI to identify trending posts and themes in your area (e.g. wealth management) and then comment or send out messages via LinkedIn. 

• Use generative AI (a secure version) to ask why an investment did well or poorly so far this year or month. Then, vet it. That information can be very interesting to prospective clients. 

• Social media analytics tools provide AI-driven insights into reach, engagement, follower growth, etc. Figure out where to spend your time and money, what is working, etc. Examples are Sprout Social and BuzzSumo. 

These tools make it easy to find themes, comment on hot posts, and raise your social media profile. 

3. Create High Quality Content with AI 

Generative AI is a champion at creating blog posts, helping with white papers, and summarizing documents. Use it to your advantage by creating blog posts incorporating industry-specific keywords. You can also quickly respond to LinkedIn thought leadership response requests. Here are some ideas: 

• Pick a hot topic that you know about (e.g. saving money at tax time), create some bullet points, and have GenAI write the blog post. Edit it. Fact check and you are ready to go. 

• White papers are best written in specific sections. Pick a topic (e.g. should you convert to a Roth IRA today?), decide on the sections, and have Gen AI help you write each section. Fact check, create a pithy title, and you are good to go. 

• Videos?  Gen AI can now create entire videos from scripts, videos, and even screen shares. Look at Loom and Microsoft Clipchamp for example. TikTok is full of career-oriented videos. 

The goal is to become a thought leader in your area of expertise and demonstrate that via your content generation and quality. Posting at least once per week is important. 

4. You Must! Use AI to Optimize Your Website 

Besides looking at your social media presence, a new client will probably go right to your website. Obviously, as we have discussed above, you can create content more quickly with AI. It should describe what you do, have links to some video content, and have a call-to-action button (“Set up a meeting today!”). But you must also optimize it for search engines, “search engine optimization”. While nuanced, there are three key steps AI can help with: 

• Keywords: Ask an LLM connected to the internet (e.g. Bing Chat) to identify the critical keywords for your business based on search frequency. For example, “financial advisor” is searched almost 3 times more than “financial planner”. 

• Title tag: A title tag is the web page title that pops up in internet searches. Keep your title tag to about 60 characters for SEO and make sure your keywords are in there. This will make it easier for your targeted audience to discover you. 

• Analysis: Use Google Search Console and Google Analytics or other tools to identify traffic and details about how long people stay on your website, which pages generate the most traffic, which call-to-action buttons gain the most clicks, etc. 

AI is not just a tool; it's a strategic partner capable of unlocking doors to a wealth of high-value clients. From personalized outreach on LinkedIn to generating compelling content and mastering SEO, AI equips you with the means to expand your client base exponentially. Embrace the technological frontier and watch as real results follow your artificial intelligence-driven initiatives. 

If you don’t believe us, most of this article was written with help from AI. 

We used the AI Risk platform to help research, write, and edit this article. 

Copyright © 2024 by Artificial Intelligence Risk, Inc. All rights reserved 

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