1
of 5— Start with your niche question
What you'll accomplish
By the end of this guide, you'll be able to quickly research how other financial advisors in your market or specialty are positioning themselves, what gaps exist in the competitive landscape, and how to differentiate your practice — turning a half-day of manual web research into a 30-minute AI-assisted analysis.
What you'll need
- A Perplexity account (perplexity.ai — free tier is sufficient)
- Your target niche or geography in mind
- Time needed: 10 minutes to learn; 30-60 minutes for a full competitive analysis
- Cost: Free
How-To Guide: Research Competitor Advisor Positioning to Find Your Niche
Step 1: Start with your niche question
Go to perplexity.ai. Ask about advisors who serve your target niche or compete in your market. Be specific about the specialty you're researching.
Good starting questions:
- "How do financial advisors who specialize in serving physicians position themselves? What are their common value propositions and service models?"
- "What do fee-only financial advisors serving tech employees in Seattle emphasize in their marketing?"
- "How do advisors specializing in recently divorced women position their services? What pain points do they address?"