Lead generation for financial advisors
updated 26 October 2026
Financial advisors can use HearBuyers to find people on Reddit and X who are already asking for financial planning and advice. HearBuyers scans public posts and comments and scores each one for buying intent. It highlights the sentence that shows the intent and drafts a reply, which a person reviews and posts. It's built for founders, advisors and sales leads who want to catch relevant conversations without searching by hand every day.
You paste your website, and HearBuyers works out buyer roles, common financial concerns, search phrases, competitors and relevant communities. You can edit all of it. Learn more about how to find these clients or see how it works.
How HearBuyers finds clients for financial advisors
- Paste your website. HearBuyers builds a starting search setup around the people who look for financial planning, retirement guidance, wealth management, investment planning and related advice.
- HearBuyers scans public Reddit posts and comments in the communities you pick, Reddit search results, and public posts on X. It checks the last 7 days first, then keeps scanning on a schedule.
- Each post gets a buying-intent score from 0 to 100. Posts at or above your threshold (70 by default) go into your review queue.
- For each matched post, HearBuyers drafts a public reply and an X direct message. Nothing goes out automatically. A person reviews, edits, copies and posts it.
Where people ask for financial planning and advice
We scanned public posts from 2025-10-18 to 2026-10-18 (checked on 2026-10-18). Out of 100 posts judged, 51 were requests for financial planning and advice: 50 on Reddit and 1 on X.
| Community | Members | Requests we found | What it allows |
|---|---|---|---|
| r/personalfinance | 21,874,965 | 13 | Advice allowed; no promotion, solicitation, or referral links. |
| r/FinancialPlanning | 989,629 | 11 | Advice allowed; no advertising, referrals, or self promotion. |
| r/fatFIRE | 499,575 | 4 | Discussion allowed; no business solicitation or self promotion. |
| r/fican | 138,865 | 2 | Financial independence discussion; no self promotional posts. |
| r/MilitaryFinance | 68,021 | 1 | Advice allowed; no service promotion or referrals. |
What a buying request looks like
I am pursuing financial independence and an early retirement plan. I want a financial advisor who can provide comprehensive planning, long term investing guidance, and retirement projections without pushing products. I prefer a one time planning engagement rather than ongoing portfolio management.
This scored 95/100 because the person is looking for a planner for a defined engagement right now.
I have built a solid financial foundation for my family and want professional guidance for the next stage. I would like to work with a financial advisor who can help us manage finances, make investment decisions, and build long term wealth. I am looking for someone experienced and trustworthy.
This scored 96/100 because the person wants an advisor now for wealth management and planning.
These examples are paraphrased from public posts and anonymised.
How financial advisors use it
- Choose the Reddit communities, search phrases, buyer roles and competitors you want monitored.
- Set the buying-intent threshold that decides which requests show up in your queue.
- Review the drafted reply, approve it, post it yourself, and follow up where it makes sense.
What HearBuyers does not do
- It does not post replies or send messages on its own.
- It does not scrape private groups or direct messages.
- It does not guarantee clients.
Frequently asked questions
How does HearBuyers know which posts are relevant to my advisory firm?
You paste your website, and HearBuyers builds a starting setup from your services, buyer roles, common client problems, search phrases, competitors and relevant communities. You can edit everything before monitoring starts.
Can I control which communities are monitored?
Yes. HearBuyers can monitor the subreddits you choose, Reddit search results, and public posts on X. You decide what to include and can change the setup over time.
What happens when a post matches my criteria?
Each post gets a buying-intent score from 0 to 100. When a post meets or beats your threshold, HearBuyers drafts a public reply and an X direct message. A person reviews and approves any response before it's posted.
How will my team receive new opportunities?
HearBuyers can alert you through Slack or a daily email digest. There's also a shared team inbox with stages for tracking conversations and follow-up.
See who is asking for what you sell
Paste your website. Your first scored matches from X and Reddit arrive within minutes, each with a drafted reply. Free for 14 days, no card.