A referral called your office at 6 PM. Who answered?
Sarah answers every inquiry, captures what the prospect is looking for — retirement planning, a rollover, a second opinion — and books the discovery meeting on your calendar. Built for advisory practices where every relationship starts with a conversation.
Sarah calls you back live — hear her before you pay a dollar
From $350/month + 15¢/min usage · Cancel anytime
Financial Advisors: the phone problem
Referrals don’t leave voicemails
A referral is warm exactly once. If they reach voicemail on the first try, many quietly call the next name they were given — and you never even learn the call happened.
Meetings interrupt the phone
You’re in client reviews most of the day, which is exactly when new prospects call. Sarah covers the line so a full calendar stops costing you the next client.
Unqualified inquiries waste discovery slots
Not every caller fits your minimums or your model. Sarah asks the qualifying questions you set — goals, timeline, what prompted the call — so discovery meetings go to genuine fits.
Hear Sarah on the phone
Real recorded conversations with US customers. Personal details are beeped out — everything else is exactly as it happened.
Incoming call → booked job
A customer calls in, Sarah qualifies the issue and books the appointment on the spot.
Contact & payment details
Sarah collects the details the office needs — no forms, no callbacks, no friction.
A live, natural conversation
Interruptions, questions, small talk — listen to how Sarah keeps it human.
Financial Advisors: a real call, handled
This is the shape of the conversation — triage first, details second, booking before the caller can dial a competitor. And it’s not a mockup: real recorded calls are right on this page.
- Answers every inquiry, 24/7
- Captures goals, timeline, and referral source
- Asks the qualifying questions you define
- Books discovery meetings to your calendar
- Texts back every missed caller
- Follows up on quiet prospects
Plays nicely with the tools you already run
No rip-and-replace. Sarah books into your calendar and writes into your CRM from day one.
Every feature. From $350 a month + 15¢ a minute.
AI answering service for financial advisors: how it works
An AI receptionist is software that answers your business phone with a natural, human-sounding voice — instantly, on every call, at any hour. Sarah answers every inquiry, captures what the prospect is looking for — retirement planning, a rollover, a second opinion — and books the discovery meeting on your calendar. Built for advisory practices where every relationship starts with a conversation.
Unlike a traditional answering service that takes a message for you to chase later, Sarah completes the job on the call: she handles answers every inquiry, 24/7, captures goals, timeline, and referral source, and books the appointment straight into your calendar or field-service software. Every conversation is recorded, transcribed and summarized, so your team starts the day with booked work — not a voicemail queue. Plans start at $350 per month plus usage from 15¢ per minute of conversation, with white-glove setup included and no long-term contracts.
Financial Advisors questions
Does Sarah give financial advice?+–
No — never. Sarah doesn’t discuss investments, products, or recommendations of any kind. She handles the conversation around the advice — who’s calling, what they want to accomplish, when they can meet — and books the consultation. Everything advisory stays with you.
Can she qualify prospects for fit?+–
Yes, using your criteria. You decide what makes a good-fit prospect — goals, situation, urgency — and Sarah asks those questions conversationally. You see the answers in a summary before the meeting, and callers who aren’t a fit are handled politely.
Where do booked meetings go?+–
Onto your calendar (e.g. Google Calendar) or into your CRM, with a summary attached — who referred them, what they’re looking to accomplish, and anything else you asked Sarah to collect. You start every meeting already informed.
What happens after hours?+–
Sarah answers exactly the same at 9 PM as at 9 AM: she takes the inquiry, qualifies it, and books the next available meeting. People researching advisors at night reach a real conversation instead of a voicemail greeting.
Also built for
Put Sarah on your phones
Leave your number — the callback demo will already speak your industry.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime