We're only onboarding 5 new financial advisory firms this month — so every AI Receptionist gets a real setup, not a copy-paste script. Claim Your Spot
AI RECEPTIONIST FOR FINANCIAL ADVISORS

Never Miss a Prospective Client Again.

Every missed call could be a $750,000 retirement rollover, a $2M portfolio transfer, or a business owner ready to exit. Our AI Receptionist answers every call, qualifies prospects, books consultations — 24/7, compliance-conscious.

7 Day Free Trial See How It Works
Shot of a young couple meeting with a financial planner in a modern office
401(k) Rollover Inquiry
$750,000 Portfolio Opportunity
50–75%
of advisory firm calls go to voicemail outside business hours
$5,000–$15,000
annual recurring AUM revenue per missed client
85%
of callers who hit voicemail never call that firm back
Industry-reported estimates, wealth management lead data.
Available 24/7
Qualifies Prospects
Books Consultations
Compliance-Conscious
Routes Hot Leads
THE PROBLEM

Every Missed Call Is a Lost Portfolio

When a retiring executive needs a 401(k) rollover strategy or a widow inherits a $2M portfolio, they call the first advisor who answers. If it's not you, they're sitting in someone else's conference room signing the new account paperwork.

$7,500
Annual AUM Revenue per Client
$2,000,000
Avg. Inherited / Rollover Portfolio
20+ Yrs
Avg. Advisory Client Lifespan
Stop Losing These Portfolios — Start Free Trial →
THE SOLUTION

Your Advisory Firm Never Closes

Our AI Receptionist handles every call — retirement planning inquiries at 9 PM, inheritance questions on Sunday, and portfolio review requests while you're in client meetings or preparing quarterly reports.

24/7 Prospect Capture
Captures every after-hours prospect — 401(k) rollovers, inheritance events, business exits, divorce settlements — with a warm, professional intake that never gives advice, only schedules.
Prospect Qualification
Asks the right questions: investable assets, life event, timeline, current advisor situation — without crossing the advice boundary. Routes qualified prospects to the right advisor.
Consultation Booking
Books initial consultations, portfolio reviews, and annual-planning meetings directly into Redtail or Wealthbox CRM with calendar sync and confirmation texts.
Smart Advisor Routing
Pre-retirees route to retirement specialist. Business owners to exit planning advisor. Inheritors to wealth transfer specialist. Existing clients to their assigned advisor.
Appointment Confirmations
Sends confirmation texts and emails at booking, reminders at 72 hours and 24 hours, with reschedule links to keep your calendar full and your prospects showing up.
Answers Advisory FAQs
Handles common questions about fee structure, account minimums, custodian partners, service areas, specialties, and the firm's investment philosophy — without giving advice.
7 Day Free Trial See Your AI Receptionist in Action →

How It Works

1
We Learn Your Firm
Advisor roster, specialties, fee structure, account minimums, custodian partners, CRM, compliance boundaries, ideal-client profile
2
We Build Your AI
Custom advisory scripts, professional tone, compliance-guarded intake, prospect-qualification logic without crossing advice boundaries
3
We Connect Everything
Phone, Redtail, Wealthbox, Google Business Profile, calendar, custodian portals, client database
4
Go Live
Your AI starts capturing qualified prospects immediately — 24/7
5
You Decide by Day 7
Watch real prospect calls come in, hear the recordings, see the consultations booked. Keep it or walk away — no contract, no hard sell.

Try It Free. Risk-Free. For Real.

7 days, completely free — no credit card drama, no setup fee during the trial.

You keep every prospect it books during the trial — whether you continue or not.

Cancel with one click if it's not for you — no contract, no retention call.

If your AI Receptionist doesn't answer a single after-hours call in your first 7 days — tell us and we'll extend your trial free until it does.

Your Questions, Answered.

Will it sound like a robot?
Do I need a new phone number?
Does it integrate with Redtail or Wealthbox?
Is it compliance-safe? We can't give advice over the phone.
Can it separate serious prospects from casual callers?
Is there a contract?
Can existing clients reach their advisor through it?

Every Hour You Wait, Another Portfolio Transfers Elsewhere.

Book your spot in this month's onboarding group. Setup takes days, not weeks — and every day without it is a retiring executive or inheritor signing with the advisory firm that answered first.

I Have Questions First — Talk to a Human
🚨 Missing portfolios right now? Start Your Free Trial →
🚨 Missing portfolios right now? Start Your Free Trial →