--- title: "DM Automation for Financial Advisors: More New Clients" description: "DM automation for financial advisors. A viewer comments QUESTIONS on your Reel and gets your question list and a link to book a first call by DM." url: "https://creatorflow.so/for/finance-advisors" language: "en" --- FOR FINANCIAL ADVISORS ON INSTAGRAM # More finance clients with DM automation CreatorFlow is an Instagram DM automation tool for financial advisors. A viewer comments QUESTIONS on your Reel. Your question list arrives by DM in seconds, with your call page on it. There is no advice in the DM. [Get Started Free](https://creatorflow.so/login)See what a viewer sees - Meta Tech Provider - 4.1/5 on Trustpilot - +35,000 creators & brands +35,000 creators ## Comment to DM, from your Reel to your question list Nina wants to choose an advisor. Nina watches your Reel about what to ask first. 1. Your Reel ### Your planning Reel with the keyword QUESTIONS You explain what to ask an advisor. In the caption, you ask people to comment QUESTIONS. 2. The comment ### Nina comments QUESTIONS under your Reel QUESTIONS is your keyword. Nina does not write anything about her own money. 3. The DM ### Your question list arrives by DM Nina gets your message and the link to the list. There is no advice in it. 4. Your page ### Nina reads the list and books a first call The list opens on your website, with a button to your call page. Your booking tool holds the call time. ## Instagram auto-reply for calls, worksheets and fees A retirement Reel, a budget Story and your fees. Each one gets its own keyword and a page you control. [Get Started Free](https://creatorflow.so/login) - Reel comments · CALL ### First calls from a retirement Reel People comment CALL and get your call page by DM. Personal money questions wait for the call. - Story replies · BUDGET ### A blank budget worksheet people can try CreatorFlow sends a link to the blank worksheet to each person who replies to your Story. It is a template, with no personal advice. - Keyword DMs · COSTS ### A fee page that answers the first question Someone sends you COSTS and gets your fee page. The words are the ones you already checked. [Get Started Free](https://creatorflow.so/login) ## Auto-send your question list by Instagram DM By hand, viewers wait until Monday for your answer. With CreatorFlow, they read your list the same evening. By hand - *✕*You paste your call page between client meetings. - *✕*A long reply in the chat can start to sound like advice. - *✕*Friday's comments wait unread until Monday. With CreatorFlow - Your question list arrives in seconds, at the weekend too. - The DM holds only the words you checked and your links. - Each person who asked for the list is saved in your contacts. ## Start Instagram DM automation for your practice in three steps You need a Google account and an Instagram Business or Creator account. You can switch a personal account to Business for free in Instagram settings. [Get Started Free](https://creatorflow.so/login) 1. 1 ### Connect your Instagram Sign in with Google. Type your Instagram username and confirm on Instagram. 2. 2 ### Pick your planning Reel and add QUESTIONS Choose the Reel about choosing an advisor, or your next one. Add QUESTIONS as the keyword. 3. 3 ### Write a short DM with your question list Keep it to one or two lines. Add your question list as a button. Press Start Automation. **How to test it** Comment from a second Instagram account. CreatorFlow ignores comments from your own account. [Get Started Free](https://creatorflow.so/login) ## What CreatorFlow can and cannot do for financial advisors Check these before your first automation. What you can set - Use one keyword for retirement Reels and another for budget posts. Automations are unlimited on every plan. - Put your question list and your call page in one DM, as two link buttons. - Send only the words you wrote. CreatorFlow does not write or change them. - See the clicks on each link, with link tracking. - Answer a keyword someone sends you in a DM, such as COSTS. What to know first - You write the messages, so check them against the advertising rules of your profession. - A personal money question needs a person. CreatorFlow does not answer it. - People who do not follow you find the DM in Message Requests. - Instagram limits DMs per hour. CreatorFlow sends the rest later, and some may not arrive. - Each automation sends one DM, with one optional step before it. There are no follow-up messages. - CreatorFlow works with Instagram only. It cannot send a DM when someone follows you. Your account - CreatorFlow is a Meta-approved Tech Provider. - It uses the official Instagram API. There is no browser extension. - You connect Instagram on Instagram's own screen. CreatorFlow does not see your password. - It only sends DMs to people who contacted you first. [How CreatorFlow protects your account →](https://creatorflow.so/security) What it costs Start on the free plan. You pay for a plan, not for each contact. Public Reply, Rewind, Follow Gate, Email Gate, link tracking and CSV export are on Pro and Growth. Pro and Growth start with a 14-day free trial. - Free **$0 a month***500 DMs a month* - Pro **$15 a month***5,000 DMs a month* - Growth **$30 a month***10,000 DMs a month* [See all plans →](https://creatorflow.so/pricing) ## CreatorFlow reviews from Instagram creators Creators on Instagram, in their own words. - “Finally have time to create instead of reply.” **@mamimariu***121K followers on Instagram* - “Click-through rate doubled in week one.” **@chic.outfit.studio***201K followers on Instagram* - “Everyone gets an instant response, not hours later.” **@sikusok***1.4K followers on Instagram* Rated **4.1/5** on Trustpilot [Read all reviews](https://creatorflow.so/reviews) ## Instagram DM automation questions from financial advisors Short answers about advice, your words and your account. More for advisors [How CreatorFlow works](https://creatorflow.so/how-it-works)[Instagram DM automation](https://creatorflow.so/instagram-dm-automation)[For insurance brokers](https://creatorflow.so/for/insurance-brokers)[Plans and prices](https://creatorflow.so/pricing)[For accounting firms](https://creatorflow.so/for/accounting-firms) **Will CreatorFlow give financial advice in my DMs?** No. It sends only the message you wrote, and it does not answer questions. Keep the DM to a link, and reply yourself when someone asks about their own money. **Can my compliance team check the messages?** Yes, before you press Start Automation. There is no approval step inside CreatorFlow, so agree the words first. **What if someone writes their income or savings in a DM?** CreatorFlow does not answer it. You see the message in your Instagram inbox and reply yourself. Ask people to send private details on your own form, not in a DM. **Can I mention returns or results in the DM?** CreatorFlow does not stop you, because you write the words. Check any claim against the rules of your profession first. A DM with only a link is the simple choice. **Does it work with my planning software or client records?** No. CreatorFlow does not connect to other software. On Pro and Growth you can export contacts as a CSV file. **Is automation risky for the account of a regulated practice?** CreatorFlow lowers the risk, but no tool can remove it. It is a Meta-approved Tech Provider on the official Instagram API. It only replies to people who contacted you first. The rules of your profession are yours to check. ## First calls from your money Reels Add QUESTIONS to your next Reel. Put your question list in the DM. People who comment QUESTIONS get it while you are with a client. [Get Started Free](https://creatorflow.so/login)[Compare plans](https://creatorflow.so/pricing) - Meta Tech Provider - 4.1/5 on Trustpilot - +35,000 creators & brands +35,000 creators