For Financial Advisors
Export your LinkedIn connections, drop the file in, and Helm sorts them into clients, COIs, prospects, and competitors — flagging who's who before you touch a single row. What you get back is a segmented book of business and the outreach to work it.
No credit card. Upload your contacts and go.
Avg. professional connections per advisor
Never contacted after connecting
To sort, refine, and start outreach
Every 1st-degree connection
Your export is a flat list where a client, a competitor, and a stranger all look identical. Helm resolves it into groups you can act on — pre-flagging the obvious calls so you only decide the ones that need you.
6,152 connections
How it works
Four steps, one sitting. No setup, no training, no consultant. Helm does the first pass for you and asks you to confirm the rest.
Helm makes the first call, you confirm it
Before you sort anything, Helm reads every row and pre-flags the obvious ones. A CFP®, CFA, or CEPA after someone's name, a title like “Wealth Advisor,” or a firm like LPL, Edward Jones, or Morgan Stanley — that's a competitor, and Helm says so with the reason attached. You press a number to confirm or override. It also stacks people by company, so “Morgan Stanley — 23 connections” clears in one keystroke.
Split the keepers into groups you can act on
Now you only see people you kept — everything else is out of the way. Each one gets a role: Advocate (already sends you business), Client, Past Client, Prospect, Active COI, or Target COI (the referral relationship you want but don't have yet). Six roles, one keystroke each.
Define your bullseye, then find who is already in it
Helm walks you from market to target market to bullseye — the narrow group you're unusually valuable to. Company and title are already in your export, so the groundwork is there today: sort by company and you see all eleven people you know at one firm at once. Matching your list against a saved bullseye definition is what we're building next.
Ask for a name, not a favor
This is the part that pays. Every ask names a specific person or a specific situation, because Helm already knows who sits inside your bullseye. Pick a template, make it specific, send. Add notes, track who you've contacted, and export the whole thing to your CRM.
The Bullseye
That question never produces a name. It asks your client to search their entire social graph on your behalf, so they say “I'll keep you in mind” and never think about it again. The fix isn't a better script — it's being specific enough that names surface on their own.
Market
Target Market
Bullseye
5 you already know
Everyone. Impossible to message, impossible to refer into. This is where most books of business sit.
Better. A niche you can name — but still thousands of people with nothing in common except an industry.
Now you are unusually valuable to a specific person with a specific problem — and your clients can actually picture who else fits.
“Executives with $5M+” is a filter, not a bullseye. Define yours in four parts — each one maps to a signal that already exists in your export.
Who
Senior Microsoft executives
Company + title
Situation
50–62, $3M+ investable
Seniority + tenure
Trigger
Vesting, exit, layoff, promotion
Role changes
Problem
Unwinding concentration without wrecking the tax bill
Your expertise
Produces nothing
“Do you know anyone who could benefit from working with me?”
Produces names
“Who else on your team is getting close to retirement with a big concentrated position?”
Same client. Same relationship. One question searches a whole social graph; the other searches one floor of one building.
Built for advisors
Press 1–5 to categorize, Cmd+Z to undo. Get into a flow state and sort hundreds a minute.
Every action saves the moment you make it. Close the laptop, come back next week, pick up mid-list.
Your firm disclosure and CRD go in the email footer. Built with SEC Marketing Rule and FINRA 2210 in mind.
Drop your LinkedIn export into Helm and walk out knowing exactly which twenty people to call — and what to say to each one.
Free forever. No credit card required.