12Prospecting Methods
Data-Driven Link Building
Personal Finance Listicles
High Context
Query: "best budgeting apps", "top investment platforms for millennials"
1. Run query to find ranked listicles. 2. Verify link status of competitors. 3. Identify unique features they missed (e.g., advanced tax-loss harvesting, specific ESG options). 4. Pitch the author with an 'Expert Update' providing a fresh comparison table and a link to your financial tool.
Query
Growth Focused Implementation
Competitor Backlink Gaps (FinTech)
Data Driven
Common backlinks of 3+ financial advisors or budgeting tools
1. Export backlink profiles of top 3 competitors (e.g., Mint, Personal Capital, NerdWallet). 2. Use 'Link Intersect' to find shared referring domains. 3. Filter for 'Dofollow' and high DR. 4. Reach out to the site owner explaining how your financial planning software provides a superior alternative or integration.
Efficiency
Growth Focused Implementation
Unlinked Brand Mentions (Financial News)
Low Effort
Query: "[Your Brand Name]" -site:yourdomain.com
1. Set up Google Alerts for your brand name and key executive names. 2. Filter for new mentions on high-authority financial news sites or blogs. 3. Reach out to the author thanking them for the mention. 4. Ask politely to convert the mention into a functional hyperlink to a relevant guide (e.g., 'how to choose a Roth IRA').
Success %
Growth Focused Implementation
Resource Page Inclusion (Financial Literacy)
Evergreen
"financial literacy resources", "personal finance guides"
1. Find curated resource hubs from universities, non-profits, or established financial educators. 2. Identify a gap in their current list (e.g., lack of 'robo-advisor comparisons' or 'student loan management tools'). 3. Offer a free whitepaper on 'Navigating Market Volatility' or a specific pillar guide to the curator. 4. Provide a 2-sentence description they can copy-paste with the link.
Authority
Growth Focused Implementation
Integration Partner Directories (WealthTech)
High DR
[platform] "app ecosystem", "integration directory"
1. List all 3rd party financial tools you integrate with (e.g., CRM, accounting software). 2. Check their 'Partners' or 'Apps' page for your financial planning tool. 3. If missing, submit your listing via their developer portal. 4. Ensure the listing includes a deep-link to your specific integration documentation or a relevant landing page.
Trust
Growth Focused Implementation
Broken Link Building (Discontinued Finance Sites)
Helpful
Dead personal finance blogs with 10+ backlinks
1. Identify discontinued financial blogs or defunct investment forums. 2. Use Ahrefs to find their most-linked 404 pages (e.g., old retirement calculators, outdated market analysis). 3. Create a similar but updated resource (e.g., a modern retirement planning tool). 4. Reach out to the linking domains notifying them of the 'Dead Link' and offering your upgraded solution.
Value Add
Growth Focused Implementation
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The 'Skyscraper' Upgrade (Financial Planning)
Scale
Analysis of #1-3 ranking content assets for core financial terms
1. Find the top-ranking guide for a core keyword like 'how to save for retirement'. 2. Identify what it's missing (updated tax law changes, interactive retirement projection calculator, downloadable savings checklist). 3. Create the 'Definitive' version. 4. Message everyone who linked to the original with your 10x better, data-rich version.
Impact
Growth Focused Implementation
Guest Posting (Financial Experts)
Quality
"personal finance" "write for us", "investing blog" contributor
1. Search for guest post opportunities on established financial blogs or expert sites. 2. Study their top-performing articles (e.g., deep dives on market trends, behavioral finance). 3. Pitch 3 unique, data-backed headlines they haven't covered (e.g., 'The Impact of AI on Active Portfolio Management'). 4. Write a value-first draft that naturally links to your deep-funnel content (e.g., a guide to AI-driven investment strategies).
Editorial
Growth Focused Implementation
Podcast Citation Outreach (Finance Shows)
Branded
"personal finance" podcasts, "investing interview"
1. Pitch your founder or a subject matter expert for interviews on niche financial podcasts. 2. After the episode airs, provide a 'Show Notes' summary with key takeaways. 3. Include a link to a 'Bonus Resource' on your site (e.g., a free financial health assessment tool). 4. Ask the host to include the link in the episode description for SEO and listener value.
Context
Growth Focused Implementation
Community Documentation (FinTech Forums)
Developer
"docs.fintechplatform.com" community sections, "financial software" support
1. Monitor financial forums (e.g., Bogleheads, Reddit's r/personalfinance) and developer communities. 2. Provide detailed technical answers to user problems related to financial data or integrations. 3. Reference your SaaS if it solves the issue (e.g., 'Our platform automates this reconciliation process'). 4. Ensure the link points to a helpful 'How-to' doc or a specific feature page, not just the homepage.
Utility
Growth Focused Implementation
Glossary Reference Links (Financial Terms)
Authority
"[financial term]" definition + "source"
1. Build a comprehensive glossary of financial terms (e.g., amortization, diversification, Sharpe ratio). 2. Find articles using complex niche terms without clear explanations. 3. Suggest they link to your 'Plain English' definition for reader clarity. 4. Offer to review their future technical financial content for accuracy.
Topical
Growth Focused Implementation
Digital PR / Data Stories (Consumer Finance)
Viral
Proprietary personal finance stats + "journalist pitch"
1. Aggregate anonymized user data from your financial platform (e.g., average savings rate, investment allocation trends). 2. Identify a surprising trend (e.g., 'Gen Z savings rates increased 15% post-pandemic'). 3. Create a 3-slide visual story or infographic. 4. Pitch to financial journalists at outlets like Bloomberg, WSJ, or Forbes as an exclusive data-driven insight.
Scale
Growth Focused Implementation
Pro Tips & Insights
01
Relevance > DR. A link from a DR30 niche personal finance blog is often more valuable for rank than a DR90 general news site.
02
Personalization is mandatory. If your outreach template looks like it was sent to 1,000 financial advisors, it will be deleted by 1,000 financial advisors.
03
Focus on 'Link Magnet' assets. Create free financial calculators, exclusive market research reports, and interactive budgeting tools that people *want* to link to naturally.
04
Monitor your 'Link Velocity'. A sudden spike in low-quality links from spammy financial forums can trigger a manual review. Aim for steady, high-quality growth from authoritative sources.
