01
Know who your ideal client is
Start with the people you serve best, so the rooms you choose fit the clients you actually want to meet.
For New Zealand financial advisers
Your next client is already in a room you haven't walked into yet.
Backkr shows financial advisers the local events, networks and communities where their ideal clients gather, and a simple plan to turn those rooms into relationships.
No ads. No cold calls. No marketing degree.
Beyond word of mouth
Referrals are great. Waiting for them isn't a plan.
Advisers win clients through trust, and trust is built face to face. But finding the right rooms is slow, hit-and-miss work, so most advisers wait for referrals and hope.
Find your next client in the rooms you're already welcome in.
You became an adviser to help people, not to become a marketer.
A more natural way to grow
Be in the right room. Make it count.
Backkr helps New Zealand financial advisers grow beyond referrals by making relationship-building more intentional.
02
Find the rooms they're in
Explore local events, associations, clubs and online groups where those people already gather.
03
Show up and follow up
Have useful conversations, share the right way to connect and keep in touch afterwards.
04
See which rooms bring clients
Keep track of the connections you make. Room-by-room reporting is coming soon.
What you can use
Four ways to turn the right rooms into relationships.
01 / Know
Your ideal client
Understand who you serve best, whether that's pre-retiree business owners or another group, so each room you consider has a reason to fit.
02 / Find
The right rooms
Discover events, associations, clubs and online communities where the people you want to meet already spend time.
03 / Find
Referral partners
Discover businesses serving similar clients, from accountants and lawyers to mortgage brokers, and explore relationships worth building.
04 / Show up and follow up
Event follow-up
Use your in-app event pack and mobile QR codes to share the right destination at each event and make it easier to reconnect afterwards.
More ways to make a connection
Speaking spots. Find podcasts, webinars and community conversations where you could share your expertise.
Which rooms brought clients. Coming soon – reporting to help you see which relationships started where.
Your rooms this week. Coming soon – a weekly brief to help you plan where to show up next.
Built for advisers who'd rather be advising.
Backkr helps New Zealand financial advisers grow beyond referrals. It shows advisers exactly where their ideal clients already gather: the business events, associations, clubs and online communities that matter. It then gives them a simple, repeatable plan to show up, build trust and turn conversations into clients. No agency, no marketing degree.
For independent advisers and small advice firms looking to build relationships in person, without spending days researching where to go next.
Backkr is a marketing tool, not a financial advice service. Advisers remain responsible for their own communications and compliance obligations.
Questions financial advisers ask
How can financial advisers find new clients beyond referrals in New Zealand?
Start with the local events, business networks, associations and communities where your ideal clients already gather. Backkr helps New Zealand financial advisers find those places and build a repeatable plan to show up, build trust and follow up.
What does Backkr do for financial advisers?
Backkr helps advisers understand their ideal clients, discover relevant local events and communities, find potential referral partners, and keep in touch after meeting people. It supports relationship-building beyond word of mouth without relying on ads or cold calls.
Is Backkr a financial advice service?
No. Backkr is a marketing tool that helps advisers find relevant events, groups and communities. It does not provide financial advice or replace an adviser's own compliance obligations.
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