May '25 • AI & Tech 🤖
How to get the name of people who visit your website
Adviser asked me today is it's possible to know who is visiting their website. Just like you can see who visited your LinkedIn profile.
For websites it's quite tricky - yes you can see how many visited, when, what pages they looked at, how long they stayed etc. But you can't see who visited, what they were interested in and whether or not they are a good fit for you.
Yes, you can have a lead magnet which will give you an email address - and you can also add a scorecard which will give you their name, contact details and a lot of data about their financial situation.
And now there's a new way...
What if your next client was already on your website – just waiting for a safe and easy way to ask a question? A question that's not in your written FAQs. And you're not there to listen to them.
But your 'AI clone' is.
When most advisers hear “AI assistant,” they picture back-office admin tools. But AI can also be used front-of-house.
I’ve been building conversational AI assistants for financial planners – and what’s surprised me is how many human benefits they bring.
They show what prospects really want to know about you
They give you insight 24/7
They help family members of older clients to vet you
They clarify your message
They scale trust – not just systems
And they offer a warm way to start the relationship - to reinvent the first impression.
This isn’t about replacing you – it’s about letting people get to know you before you’ve ever said a word.
Curious? I'm demonstrating a new conversational AI tool that chats with your website visitors in an amazingly human way - it engages with your website visitors in your tone, your style and in your approach. Nothing like the chatbots of old.
It's an informal Lunch and Learn session for financial advisers. Free to join - lunchtime on Wednesday next week. You can register here: https://us02web.zoom.us/meeting/register/tcOF54NkSu2ILFI02qf8OQ
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How to get the name of people who visit your website
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