Best financial advisor marketing & 24/7 new-client intakeThe referral called. You were with a client.
The best financial advisor marketing only pays off when somebody answers the introduction. A CPA sends a name, the prospect looks you up, then calls between your meetings. Our AI intake line answers, reads your fit sheet and books the discovery meeting while she is still comparing advisors.
AI intake line from $449/month, free setup, no contractFull advisory practice system from $995/month
Every prospect answered, every note ready.
From the desk of Mike, CPA
Dana, call Priya at the number on the back. Tell her I sent you. She's who I'd use.
Mike
Your voicemail
12:14 PM · 0:07
“Hi, this is Dana, Mike gave me your number, I sold my comp”
1:15 PM. You finish with the Hendersons and see seven seconds.
Your prep note
12:16 PM · by text and email
- Caller
- Dana, Ohio
- Sent by
- Mike, her CPA
- What changed
- Sold her company in June
- Booked
- Thursday, 9:30 AM, video
- Best contact
- Text, after 5
1:15 PM. You finish with the Hendersons and open a booked discovery meeting.
A referral gets her to your door. Then she checks you out.
Your best clients arrive on an introduction. A CPA, an attorney or a friend hands over your name, and there is no stronger way to start.
It is not a booking yet. In a July 2025 survey of 500 households earning $100,000 or more, nearly everyone said they would still look an advisor up after a warm recommendation. The bars show what they said they do.
So by the time Dana dials, she has read your site, seen how you charge and made up her mind about your firm. The call is the first time she hears you. It also lands at 12:14, with you in a meeting.
Your line picks those calls up at any hour, from $449 a month with free setup (normally $1,495). See who else rings.
Source: Wealthtender, 2025 Study of $100K+ Households Seeking Financial Advice, 500 respondents, late July 2025.
Financial advisor marketing, end to end
From “financial advisor near me”
to the signed advisory agreement.
The phone sits in the middle, because that is where an introduction is kept or lost. Around it we cover each step a household takes with you, from the first search to the thank-you that goes back to whoever sent them.
- Get foundGoogle Maps and local search for financial planning and retirement planning searches in your cities.
- Get noticedShort videos of you answering what clients ask, and nothing goes out until you have read it.
- Get chosenA site that says who you work with, how you charge and how to start, with your required disclosures easy to find.
- Get answeredEvery call picked up by a calm voice that reads your fit sheet and nothing else.
- Get bookedThe discovery meeting on your calendar, with the reason and the introducer on the invite.
- Come backReminders, a thank-you to the person who sent her, and a check-in after a proposal goes quiet.
Signature System
The Signature System for financial advisors and planning firms
Every prospect written up in a prep note before you open it, discovery meetings booked with the introducer on the invite, a thank-you back to whoever referred them. Fully managed by our team, AI included. From $995/month.
Or start with one piece
- AI voice agentsFrom $449/month, free setup, no contractStart here if introductions and prospects reach your voicemail while you are with clients.See the AI voice agents
- Get Found local SEO$99/month, or $82.50/month billed yearlyFor practices that do not show up when someone in their city searches for a financial advisor.See Get Found
- Smart WebsiteFrom $2,395 setup + $197/monthFor a practice that wants a site built around who you serve and how you charge, wired to your phone line and calendar.See Smart Websites
- Essential Website$99/month, free setupFor a new or solo practice that needs a clean, credible site and nothing more.See the Essential Website
Prices in USD. AI voice agent plans include their minutes. For the other pieces, setup and monthly fees are listed separately, and calls, texts and AI usage are billed at actual use. Each piece joins the same connected system, so you can add the next one without starting over.
Six kinds of callers ring an advisor. The phone tells them apart in the first minute.
A receptionist who does not know your practice treats every call the same. Yours sorts them the way your best associate would, and each one goes to the right person.
| Who is calling | What they say | What the phone does | It lands with |
|---|---|---|---|
| Sent by a CPA or attorney | “Mike said I should call you.” | Writes the introducer's name at the top of the note, asks what changed, books discovery. The thank-you to Mike waits until she says it's fine. | Discovery meeting |
| Comparing advisors | “How do you charge? Do you work with people like me?” | Reads the answer from your fit sheet, in your words, and adds nothing. Then books the meeting, or takes the not-a-fit path you chose. | Discovery or your not-a-fit path |
| Something just changed | “I sold the company in June.” “I retire in March.” “I'm the executor.” | Asks for the date that matters, offers the first open slot and marks the note time-sensitive. When the change is a death, it slows down and sells nothing. | You, first open slot |
| The child of a client | “My mother has been with you for years. She passed last week.” | Says you will call personally, takes a number and a good time, and alerts whoever you name. It never talks about the account. | You, the same day |
| A client with a request | “I need to change my beneficiary.” “Can you send $20,000 to my checking?” | Never says who is or isn't a client. Never takes an account number. Never moves money. Takes a name, a number and the reason, and hands it to client service. | Client service |
| A recruiter, a vendor, a wrong number | “I'm calling about your firm's software.” | Takes a name and number for the person you choose and turns down the pitch politely. A caller from a state you are not registered in hears where you are, and is offered a message. | Your assistant, or nobody |
One page decides what the phone can say. You write it.
We ask you to fill in one sheet, the way you would brief a new associate. The phone reads from it and from nothing else. Anything that is not on the sheet gets one line: “That's one for Priya. She has Thursday at 9:30.”
Fit sheet
- 1Who we work withThe households you do your best work for, in one sentence a stranger could repeat.
- 2Minimum to work with usYour number, or “no minimum”. Said plainly, never with a wink.
- 3How we're paidFlat retainer, a percentage of assets, hourly. The way you say it across the desk.
- 4What's includedPlanning, investments, tax coordination. And what isn't.
- 5Where we're registeredStates or provinces. The phone asks where the caller lives before it says more.
- 6How the first meeting worksLength, video or in person, who she meets, what to bring.
- 7If it isn't a fitChoose one. She still leaves the call feeling looked after.
- Point her to a firm you recommend
- Send a plain-English guide
- Book the meeting anyway
The call, in order
“Hello, I'm the firm's AI assistant. How can I help?”
It says what it is in the first sentence, in the words you approved.
“Who am I speaking with, and what's the best number?”
Name and number first, so a dropped call is still a callback.
“What's changed that made you call?”
The reason goes on the note in her own words.
“Who suggested us?”
The introducer's name goes at the top.
“Where do you live?”
State or province, so it never books a meeting you can't hold.
“Would Thursday at 9:30 work, on video?”
It books from your calendar and texts the bring-list.
When she asks, it reads from the sheet
“What's your minimum?”
“We work with households starting at the number on your sheet. If that isn't a fit, Priya can point you to someone who is.”
Lines 2 and 7
“How do you charge?”
“Here's how Priya charges,” in your words from the sheet, and an offer of the meeting for the rest.
Line 3
“Are you a fiduciary?”
The one sentence you approved, word for word. If you approved none, it offers you a time and stops.
Approved wording only
Five sentences the phone will never say. Marked up in red, like a script you would edit.
You would not put a new hire on the phones without reading the script first. Here is the one you read, with the edits already made. You approve every line before a caller hears it, including any disclosure your compliance person wants said.
“You should really roll that 401(k) into an IRA.”
Instead “That's a question for Priya. She has Thursday at 9:30. Would that work?”
Advice belongs to you.
“Yes, you're a client, and your account looks fine.”
Instead “I can't say who is or isn't a client. I'll take your name and number and the team will call you today.”
It confirms nothing about anyone.
“Send me the account number and I'll look into the wire.”
Instead “I can't handle account details or move money. Your advisor's team will call you back.”
No account numbers, no transfers, no passwords.
“We beat the market most years.”
Instead “I can't speak to performance. Priya can walk you through how she works.”
No promises about returns, ever.
“Don't worry, the market always comes back.”
Instead “That sounds stressful. The team is returning calls in the order they came in. Is yours urgent?”
No opinions on markets. A person calls back.
Keep your associate for your clients. Let the line cover what your associate can't reach.
Practices cover the phone three ways. A person on your team knows your clients and we do not replace that. A message service gives you a human voice and a note. Ours picks up every call, asks the same questions in the same order and books the meeting.
| Question | Your own associate | A message service | Your AI intake line |
|---|---|---|---|
| 12:14 PM, you are in a meeting | Answers if someone is at their desk. Lunch and after five are the gaps. | A person answers and takes a message. | Answers every time, at any hour. |
| What you get afterwards | Whatever there was time to write down. | A name, a number and one line. | A prep note: who called, why, who sent her, the date that matters and the booking. |
| Fees, minimum, who you serve | Knows the practice and can go beyond the sheet. | Whatever is in the script for your firm. | Only what is on your fit sheet, in your words. |
| A client's request | Knows the client by name. Keep your associate for this. | Takes a message. | Hands it to client service. Never confirms who is a client. |
| What it costs | A salary, or part of one. | Ask what a busy month costs. | From $449 a month with free setup (normally $1,495). Minutes of calls are included in the plan. |
Native speech-to-speech voice AI
- GPT Realtime by OpenAI
- Gemini by Google
GPT Realtime Mike sent her. Mike should hear how it went.
Most people start with a name somebody gave them, and the somebody rarely finds out what happened next. Six things follow Dana's call, and only one of them needs you in the room.
Ask every introducer once how they like to hear back. We build that into the note, so the thank-you goes the way each of them prefers.
Texts go only to people who agreed to get them. The rules are the FCC's in the United States and CASL through the CRTC in Canada. Messages to an introducer are set up with you, and sent only where the caller agrees.
Tuesday, 12:14 PM
Dana calls. The line answers and writes “Sent by Mike, her CPA” at the top of the note before it writes anything else.
12:16 PM
You get the prep note by text and email. Thursday at 9:30 is booked, on video, and the bring-list is on its way to Dana.
12:20 PM
If Dana said yes on the call, a short message goes to Mike: “Thanks for the introduction. Dana is booked with Priya on Thursday.” Nothing else about her leaves your firm.
Wednesday
Dana gets a reminder and your bring-list: last year's return and recent statements. It tells her not to text account numbers.
Thursday, 9:30 AM
You meet her. The phone is not in the room.
The next week
You write Mike a note in your own hand. A reminder sits on your list so it gets written.
The morning the market drops, everyone calls at once. A prospect is in that pile too.
This is the run sheet for a day like that. Clients ring worried. The phone does not calm them, and it does not opine. It takes each call, sorts it and gets it to a person.
6:40 AM
You write two lines: “Priya's team is returning calls in the order they came in. Tell us if yours can't wait.” The phone reads your words, not its own.
8:00 AM
The calls start. Each caller hears your lines, gives a name and a number, and says whether it can wait until this week.
9:30 AM
The clients on the list you made reach your assistant by text the moment they call. The phone never tells a caller whether they are on it.
Midday
Your callback list is sorted: today first, this week after, each reason in the caller's own words.
All day
A prospect who has been meaning to call about retirement gets booked for Thursday. The busy morning does not bury her.
4:30 PM
Tomorrow starts from a short list. The phone said nothing about markets, funds or what to do.
After the first call, five stops. We run the ones that are only reminders.
You already track prospects through stops like these. Here is what happens at each without anyone on your team having to remember.
Booked
Runs
A confirmation by text and email with your bring-list, and a reminder the day before.
Missed it
Runs
A same-day message with two new times.
The meeting
You
Nothing runs here. This is your hour.
Proposal, then quiet
If you set it
One check-in after the number of days you choose, a second if you want it, then it stops.
Signed
Runs
A welcome message with the onboarding steps you wrote.
None of these messages mention returns, products or recommendations. You read each one before it goes live.
The website she reads before she calls. What to keep and what to cut.
72% of those households said they would visit the advisor's website. 64% wanted your specialties and 62% wanted your fees before they got in touch. If the site answers both in a minute, the call that follows can be about booking a time. The SEC also expects registered advisers with a public website to post Form CRS where retail investors can easily reach it.
Keep
- Who you work with, in a sentence a stranger could repeat.
- How you charge, on the page and not behind a phone call.
- A name and a face for every advisor, with credentials spelled out.
- Your Form CRS, easy to find. Registered advisers with a public website have to post it where retail investors can reach it.
- One way to start: a number that gets answered and a booking link.
Cut
- Market commentary from 2021.
- Stock photos of couples on beaches.
- Twelve services in a list with no word on who they are for.
- A contact form that lands in an inbox nobody reads on weekends.
- Anything that reads like a promise about returns.
A site like this is $99 a month with the Essential Website. If it should also feed your phone line and your calendar, that is a Smart Website, from $2,395 setup + $197/month.
How we set it up.
One call about how you work
Who takes new clients, who covers the phone now, which introducers send you the most, what your meeting looks like.
You fill in the fit sheet
Six lines and a not-a-fit choice. We tighten the wording so it sounds like you and can be said out loud.
You approve every line
The opening, the nevers, your bring-list, the texts. Anything your compliance person wants said goes in word for word.
We call it ourselves
Every call on the test sheet, in the order below, before a real prospect can reach the line.
Live, with last month next to it
We set your own call log and discovery calendar beside the month before, so the change shows up in records you already trust.
The test sheet
We make each of these calls ourselves before a real prospect can reach your line.
- A CPA's referral at lunchtime
- Someone below your minimum
- A caller in a state you aren't registered in
- A client asking to move money
- A widow, slowly
- The child of a client who died
- A recruiter selling software
- A caller who hangs up mid-sentence and rings back
What stays with you
- Advice, suitability and every recommendation
- Anything about an account, a holding or a transfer
- Fees you negotiate, and who you take on
- Compliance decisions and what you disclose
- The discovery meeting itself
The line answers, asks and books. Advice stays with you.
Questions advisors ask us.
Straight answers. If yours isn't here, ask us on a call.
How much does financial advisor marketing cost with you?
The cheapest way in is a website: $99 a month, free setup. Most advisors want the phone first, and the AI receptionist is $449 a month with free setup (normally $1,495), no contract, with minutes of calls included in the plan. If you would rather hand us the whole front office (intake, discovery booking, follow-up and a website), the Signature System starts at $995 a month with setup from $5,000. All prices are in US dollars.
What does the AI receptionist's starting price cover?
One main call job with one booking path, for example new-client calls booked into your discovery calendar. That covers the fit sheet, the prep note and the confirmation texts. If you want it to do more, such as a second office or a separate line for client service, we scope each one in writing and price it before setup starts.
Does the AI give financial advice?
No. It never recommends a product, comments on a market or a return, or says whether a plan suits someone. It answers the questions on your fit sheet in your words, takes a message, and books the meeting where you give advice.
Will callers know they are talking to an AI?
Yes. It says so in the first sentence, in wording you approve. It uses native speech-to-speech voice AI, so it sounds like a calm person on a good line, not a phone menu.
Can it answer “what's your minimum?” and “how do you charge?”
Yes, from your fit sheet and nowhere else. It says the number and the fee structure the way you wrote them. A question the sheet doesn't cover gets an offer of a time with you.
What happens when a client calls?
It never says whether someone is a client and never opens an account. It takes the name, number and reason and sends the request to your client service team. Marked clients can reach your assistant by text the moment they call, if you build that list.
Does it ever take account numbers, Social Security numbers or passwords?
No, and it says why in a sentence you approved. Your bring-list tells prospects not to text account numbers either.
Do I have to run this past compliance?
That is your decision and your compliance person's. We give you every line the phone says and every text it sends to read before anyone hears it, and we change any word you ask us to.
I'm a solo advisor. Is this too big?
A solo practice is where it helps most, because nobody else picks up when you are with a client. Start with the phone. If you need a site too, the Essential Website is the smallest step and can go first.
Do you work in the US and Canada?
Yes. We are based in Toronto and set up intake lines for advisors on both sides of the border. The phone asks for a state or province before it says more, so it never books a meeting you can't hold. Texts go only to people who agreed to get them, under the FCC's rules in the US and CASL in Canada.
Does it connect to my CRM and calendar?
Tell us what you use on the first call. We say plainly which connections work and which don't, in writing, before any setup starts. Where one doesn't, the prep note arrives by text and email and your assistant copies it across.
Can you collect client reviews or testimonials for advisors?
We leave that out of this page on purpose. For registered advisers, testimonials and endorsements carry conditions under the SEC's Marketing Rule, and third-party ratings need disclosures. Decide that with your compliance person first. If you choose to go ahead, we'll set it up the way they approve.
Do you manage money, run ads or write market commentary?
No. We answer the phone, book the meeting, follow up and keep your site clear. Money, advice and anything said about markets stay with you.
Is there a contract?
The AI voice agents have no contract, so you can cancel anytime. Signature Systems begin at 6 months, agreed in writing before any work starts. The Essential Website and Get Found run month to month.
The next introduction will call at lunch. Let's make sure somebody answers.
Book a call and take us through your week: who covers the phone at noon and after five, which introducers send you the most, where a prospect goes quiet. You leave with a written first step and its price, and you will have talked to the people who build it, led by our founder, Vikram Roy.