For Financial Advisors

Your network is your
most underworked asset.

You have 1,000+ LinkedIn connections. Clients, COIs, prospects, competitors, and people you don't remember connecting with. Helm helps you sort through all of them in two fast passes — so you know exactly who to call, who to nurture, and who to let go.

Start Sorting Your Network

Free to use. Takes about 30 minutes for 1,500 connections.

The problem with a big network

Most advisors have been on LinkedIn for a decade. You've connected with clients, prospects, wholesalers, college friends, and people you met at one conference in 2017. They're all mixed together. So you do nothing with them.

1,500+

Average advisor connections

Too many to review one by one in a spreadsheet.

80%

Are never contacted again

Potential referrals and re-engagement opportunities lost.

15 min

To sort with Helm

Company batching and keyboard shortcuts make it fast.

Two passes. Fully sorted.

Upload your LinkedIn export, then run through two quick sorting rounds. Helm groups connections by company so you can batch-categorize fast.

Pass 1

Quick Sort

Rough-cut your entire list. Each connection gets one of four buckets:

1
Keep— People you know and want in your network
2
Competitor— Other advisors and industry contacts
3
Skip— Don't recognize them
4
Do Not Contact— Remove from your network

See “LPL Financial — 12 connections” and mark them all as Competitor in one click.

Pass 2

Refine Your Keepers

Now sort only the people you kept into actionable categories:

1
Client, High Referral— Active clients who can intro you
2
Client, Unknown Referral— Clients, referral potential unclear
3
Center of Influence— CPAs, attorneys, strategic partners
4
Past Client— Former clients worth reconnecting with
5
Prospect— Not a client yet, but could be

When you're done, you have a clean, segmented book of business.

Built for how advisors actually work

Company batching

Connections grouped by company. See "Morgan Stanley — 23 connections" and categorize them all at once. Huge time saver for industry contacts.

Keyboard-first

Press 1-5 to categorize, Cmd+Z to undo. No mouse needed. Get into a flow state and sort hundreds per minute.

Resume anytime

Every action saves instantly. Close your laptop, come back tomorrow. Helm picks up exactly where you left off.

Export your results

Download a clean CSV with every connection tagged by bucket. Import into your CRM, build call lists, or plan your outreach.

Stop scrolling. Start sorting.

Export your LinkedIn data, drop it into Helm, and have a fully categorized network by the end of your next coffee break.

Get Started Free

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