✨ Attention: CEO's of Wealth Management Agencies
Without missing calls, high-value prospects connect instantly.
Book a call with usThis is not for Wealth Management Agencies that do not have happy customers. The method outlined will not work. If you are in this category, we suggest focusing on fulfillment before scaling.
If you're losing potential clients due to slow or no follow-up, this can significantly impact your revenue and growth.
If you're over-relying on referrals, you may face inconsistent lead flow, affecting your business stability.
If you're lacking a dedicated sales assistant, managing inbound interest can become overwhelming and inefficient.
If you're missing calls, you're missing opportunities with high-value prospects, which can hurt your bottom line.
If you're stretched thin between admin, sales, and client management, it can lead to burnout and reduced effectiveness.
If you're facing high client acquisition costs, especially from ads, it can strain your marketing budget.
If you're unable to follow up 24/7 or on weekends, you risk losing leads to competitors who can.
If you're struggling to scale your outreach efforts effectively, it can limit your growth potential.
If you're a Wealth management agency founder or CEO, you can expect:
Experience a live AI voice agent that books appointments around the clock, ensuring you never miss a lead.
Reduce lead response time from hours to seconds, increasing your chances of converting leads into clients.
Increase the conversion of inbound leads into booked calls, maximizing your sales opportunities.
Enjoy a calendar fully integrated with AI for seamless, hands-free scheduling of appointments.
Benefit from a custom-trained script with objection handling and FAQs to address client concerns effectively.
Consistently book qualified discovery calls with high-net-worth leads, ensuring a steady flow of business.
Eliminate the need to hire and train more sales/admin staff, saving on operational costs.
Enhance your lead-to-call conversion rate, ensuring more prospects turn into valuable clients.
Our comprehensive 4-step AI system enhances lead engagement and appointment setting efficiency.
We deploy outbound and inbound AI voice agents that instantly respond to inquiries and call new leads within seconds of opt-in. This ensures no lead goes cold and builds immediate trust.
The AI caller books appointments directly onto the advisor’s calendar using a custom scheduling link. It handles rescheduling, confirms via SMS/email, and eliminates phone tag.
We train the AI to handle objections and FAQs like 'How much do you charge?' or 'Are you fiduciary?' using approved language that aligns with the advisor’s tone and regulatory boundaries.
We provide a simple dashboard to monitor call outcomes, appointment rates, and system performance. Ongoing optimization ensures the AI improves over time through training and feedback.
We guarantee at least 10 qualified calls booked on your calendar within the first 30 days of launching your AI Caller System. If we don’t deliver, we’ll keep working for free until we do—no additional service fee required.
Book a callBook a call with us below to explore what our partnership would look like.
For any other questions, please feel free to book a call with us!