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LogoutForbes Wealth Advisors Scraper
This video demonstrates how to use the Forbes Wealth Advisors Scraper template.
import logging
from gunicorn.app.base import BaseApplication
from app_init import create_app
from scraper import scrape_forbes_advisors_page
# Setup logging
logging.basicConfig(level=logging.INFO)
logger = logging.getLogger(__name__)
class StandaloneApplication(BaseApplication):
def __init__(self, app, options=None):
self.application = app
self.options = options or {}
super().__init__()
def load_config(self):
# Apply configuration to Gunicorn
for key, value in self.options.items():
if key in self.cfg.settings and value is not None:
self.cfg.set(key.lower(), value)
def load(self):
return self.applicationCreated: | Last Updated:
Forbes Wealth Advisors Scraper Template
This template provides a web application for scraping wealth advisor data from Forbes Best-in-State list. The app features a user-friendly interface to control the scraping process, track progress, and download advisor data in CSV format.
Getting Started
- Click "Start with this Template" to begin using the template in Lazy Builder
- Click the "Test" button to deploy the application
- Once deployed, you'll receive a URL to access the web interface
Using the Application
- Open the provided URL to access the web interface
- Click the "Start Scraping" button to begin the data extraction process
- The app will automatically:
- Process pages from Forbes' Best-in-State Wealth Advisors list
- Display real-time progress updates
- Generate and download CSV files for each page
- Show status messages about the current operation
The scraper collects the following information for each advisor: * Name * Company * City * State/Region * Minimum Account Size * Team Assets * Typical Net Worth * Typical Household Account Size
Each page's data will be automatically downloaded as a CSV file when processing is complete. The application handles pagination and includes built-in delays between requests to avoid overwhelming the source website.
The interface provides visual feedback including: * Current scraping status * Progress indicator * Page count tracking * Download status
You can stop the scraping process at any time by refreshing the page, and restart from any point by clicking the "Start Scraping" button again.
Template Benefits
- Financial Market Intelligence
- Enables financial institutions to gather comprehensive market intelligence about competitor wealth advisors
- Helps identify market positioning and service offerings across different regions
-
Supports strategic decision-making for expanding wealth management services
-
Lead Generation & Business Development
- Creates a valuable database of qualified wealth advisors for recruitment purposes
- Facilitates partnership opportunities between financial institutions
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Provides contact information for potential business networking and collaborations
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Market Analysis & Benchmarking
- Allows firms to analyze minimum account sizes and typical client profiles across regions
- Helps establish competitive service offerings based on market standards
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Enables comparison of team assets and performance metrics with industry leaders
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Automated Data Collection
- Reduces manual research time by automating the collection of advisor information
- Ensures consistent and accurate data gathering with built-in error handling
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Exports data in CSV format for easy integration with other business systems
-
Competitive Intelligence Dashboard
- Provides real-time visualization of wealth management landscape
- Tracks geographical distribution of top advisors and their specializations
- Helps identify market gaps and opportunities for business expansion
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