Getting Started with My Advisor Connect - (Clients Rewards Bot)
My Advisor Connect Bot is designed to help consultants easily add value to their clients through a secure, privacy-protected platform.
It acts as a gateway to showcase services or enhance existing offerings, ultimately aimed at boosting engagement and driving referrals.
Built on Telegram, the bot uses Telegram ID for whitelisting, offering a unique access experience without collecting personal data like names, phone numbers, or birthdates—giving consultants peace of mind over data privacy.
⚠️ My Advisor Connect can be customized to meet specific agency branding and needs for groups with over 30 sign-ups.
🗺 Lifestyle Pulse: A Unique Value Adding Tool for Users
My Advisor Connect includes a standout feature — the Lifestyle Pulse.
This geolocation-based tool gives users access to promotions, events, card rewards, and popular app deals (like Fave, Chope, and Eatigo) within a 2km radius.
Users can also view an interactive map for a broader overview.
What’s more, consultants can bring their own business partnerships onto the platform — making exclusive deals available to their agency or the wider Pirlo-io community.
This creates a win-win opportunity: business owners gain exposure, while consultants build stronger relationships and open doors to future collaborations.
👨👩👧👦 Smart Client Engagement with Ready-Made Broadcasts & Custom Content
My Advisor Connect equips users with ready-made broadcast items and resources designed to add value while subtly promoting financial literacy. Through curated financial news and newsletters, the platform helps increase awareness without being intrusive.
Each week, 2 to 5 touchpoints are sent out — thoughtfully balanced between educational content and gentle calls to action. This keeps clients engaged, informed, and connected without feeling overwhelmed.
🗂 Personalised Touchpoints That Keeps Consultant Top of Mind
Consultants can create unique access links for individual users or a general link for all, accessible through the My Folder button.
This lets consultants curate value-added resources — like Miles Hacking, Personal Finance 101, and more — to showcase their expertise and reinforce their value to clients.
Additionally, consultants can customise their own intro and contact links, ensuring that even referrals accessing the bot can learn about the consultant and easily reach out for financial advice.
The core purpose of My Advisor Connect is simple — to help consultants stay visible, relevant, and top of mind for both existing clients and new leads.
📈 Referral-Driven Growth: Turning Users into Lead Generators
Users are encouraged to invite their friends to join the bot simply by submitting their Telegram ID within the platform. Once submitted, the tagged consultant will be notified and can approve access via the consultant’s version of the bot.
This creates a new stream of semi-warm leads for consultants — with each referral clearly linked to the person who invited them. This makes it easy for consultants to reach out with a friendly opening like:
"Hi! Hope you enjoy using our customer-focused rewards bot. I saw you were referred by [Name] — I’d love to schedule a quick meet-up to help you get started and answer any financial planning questions you may have."
Users can also track how many referrals they’ve made, while consultants have the option to create their own referral incentive programme — encouraging ongoing user engagement and lead generation.
📱 My Advisor Connect Customizable Power: Tailor It to Fit Your Agency’s Identity
Since the tool will be used by both agency clients and prospects, agencies have a great opportunity to customise buttons and features to build a thriving user community — one that not only engages existing users but also drives organic growth through referrals and interaction.
Here are a few customisation ideas agencies can explore:
Partner with clients business to increase their exposure within the agency’s community. Add their promos and locations into the Lifestyle Pulse Map, creating value for both users and businesses — encouraging more future partnerships.
Run a compliance-approved referral programme where users earn rewards for inviting others into the community.
Link to monthly company promotions to keep users informed and engaged.
Create a broadcast space for agency-wide updates — promoting seminars, workshops, or exclusive offers to the community.
These features not only increase user stickiness but also raise the agency’s visibility and value in the eyes of both clients and prospects.
🌟 Overall Purpose and Use Cases
The Client Rewards Bot is designed to give consultants a refreshing edge — blending value, tech, and engagement in a practical, cost-efficient way.
Whether it’s used for gifting (by offering rewards through the bot instead of physical gifts), as a conversation opener to set appointments, or simply as a way to position oneself in today’s tech-savvy landscape, the bot offers multiple touchpoints to connect with clients meaningfully.
Consultants or agencies can also extend the experience by building a Telegram community alongside the bot — at either the individual or agency level. This transforms a regular Telegram channel into a value-adding ecosystem, helping clients stay engaged with useful, curated content rather than just passive updates.
Ultimately, the goal is simple: to provide a practical, engaging tool that helps consultants stay top of mind, making it easier to secure future business and referrals — all while delivering real value to clients.
Recruitment
Just like Pirlo, the Client Rewards Bot can be positioned as a powerful tool to help new candidates kickstart their financial advisory journey. It provides something tangible and value-driven to offer prospects — a refreshing alternative to the usual policy review approach.
By pairing the bot with a complimentary financial portfolio review, candidates are equipped with a more engaging and unique way to connect with potential clients. This not only builds their confidence, but also shows they have practical tools at their disposal from day one.
When used alongside the agency’s training showcase, it can significantly strengthen recruitment appeal and clearly differentiate the agency from others in the market.
