WHAT YOUR PROSPECTS REALLY WANT (AND HOW TO GIVE IT TO THEM)

https://www.curiohaus.com/blog/streets-smarts-mba-live-what-prospects-want

[Click the blog link above to watch the full video in less than 5 minutes!]
 

#1 – CLIENTS MAY HAVE LONG PATHS TO SUCCESS, BE THERE FOR THE WHOLE JOURNEY. 

When you understand this you can become a key component in your clients' plans.
 

#2 – FINANCIAL STABILITY IS A GOAL, BUT THERE'S ALSO EMOTIONAL GOALS. 

Do they want to feel secure? Do they need relief? Why? Clients are willing to tell you this if you ask the right questions. Use this to craft better messaging!
 

#3 – BECOMING A SPECIALIST WILL MAKE YOU UNIQUE TO CLIENTS. 

By offering specific, unique solutions to your clients' problems, you will be seen as the specialist they can always tend to, this is what building a solid business relationship is all about.

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What is FAVIR™?

Financial Advisor Visibility Index Rating — an AI-native scoring system that measures how well a financial advisor's profile is structured for discovery by AI tools like ChatGPT, Gemini, and Perplexity.

How the Agentic System Works

1
Rule-Based Indexes

Ten profile dimensions — credentials, bio depth, specialties, AUM clarity, fee transparency, online presence, and more — are scored 0–100 using verifiable rules.

2
Specialized Sub-Agents

AI agents independently evaluate qualitative signals (writing quality, positioning clarity, thought leadership) that rules alone can't capture.

3
Synthesizer (Claude)

An orchestrating AI agent combines all indexes, weighs them, and produces your composite FAVIR™ Score plus bespoke, prioritized recommendations for improvement.

The Value for Financial Advisors

  • AI Discoverability: When someone asks an AI assistant for a financial advisor, FAVIR™-optimized profiles are more likely to be surfaced.
  • Actionable Roadmap: Instead of generic advice, you get ranked, impact-scored suggestions specific to your profile gaps.
  • Competitive Benchmark: Understand how your profile compares and where targeted effort yields the highest score gain.
  • Future-Proof Positioning: As AI becomes the primary discovery channel for professional services, a high FAVIR™ score is a durable competitive advantage.

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