A reliable way to find warm leads as a financial advisor

Yes, and most users do. Aidentified doesn't replace referrals from clients. It extends your reach beyond the people your clients happen to think of. If you have a structured referral process with your best clients, Aidentified adds a parallel channel: it finds prospects your contacts know but haven't explicitly referred. The two approaches work better together than either does alone.

Aidentified monitors financial events across 100M+ profiles continuously: job changes, liquidity events, property transactions, career milestones, and other signals that typically indicate a shift in someone's financial situation. When a prospect on your list experiences one of those events, you get an alert. If someone who just sold a company, received a stock grant, or moved to a new city is more likely to be thinking about their financial picture. That's the moment worth reaching out, and Aidentified tells you when it arrives.

A referral comes from a client or contact who proactively suggests you to someone they know. Warm leads are broader: they include anyone you can reach through a shared connection, whether or not that connection has specifically recommended you. Referrals are the warmest possible introduction, but they're limited by how often your clients think to refer you and who they happen to know. Aidentified expands that by systematically mapping your entire network to find introduction paths to prospects your clients and contacts know but haven't thought to mention.

A warm lead is someone you can reach through a trusted connection rather than cold calling, and who has a reason to be open to have a conversation with a financial advisor right now. The connection matters because it lowers the barrier to engagement. The timing is important because even a well-introduced prospect isn't receptive if nothing has changed in their financial life recently. Aidentified combines both: it maps the introduction paths through your existing network and monitors financial events that signal when a prospect is in a moment where a conversation would be relevant.