AI by industry · Financial advisors
Online booking for financial advisors
Advisors schedule discovery calls with prospects, annual reviews with clients and planning sessions with couples. A booking page built for them offers each type with the right length, asks the few questions that prepare you, and sends reminders listing what to bring. Reviews can be booked a year ahead, automatically.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your financial advisor to hand to AI first, what we would build, and roughly how long it takes.
Different meetings, different pages
A discovery call is short and low-pressure. A planning session needs statements. An annual review needs updated goals. Each page asks only what that meeting needs.
Keep the discovery call free of paperwork. A short form is enough.
Couples and families
Finding a time for two spouses and a CPA is a chore. A tool can offer overlapping times and invite everyone with one link.
Put the CPA or attorney on the invite when a client asks, so everyone hears the same thing.
Review cadence on autopilot
Once a client has a standing review rhythm, invitations go out ahead of time and rescheduling is simple.
Let clients reschedule themselves, and flag a review that is running late so it does not quietly slip a year.
Picture this
Examples of what it can look like. Illustrations, not clients.
A prospect books a discovery call and answers one question: what prompted the call.
A couple receives one link to choose a time that works for both, and the CPA is added as a guest.
Every client gets their annual review invitation on schedule, with a checklist of what to update.
The rules that apply, in their own words
“must be fair and balanced, and must provide a sound basis for evaluating the facts”
“other than a call made for emergency purposes or made with the prior express consent of the called party”
Sources
- 47 U.S.C. § 227 (TCPA): Consent rules for automated calls, prerecorded voices and texts.
- FINRA Rule 2210: Communications with the Public: The rule for broker-dealer marketing and client messages.
- 17 CFR § 275.206(4)-1 (SEC Marketing Rule): The rule for investment adviser ads and testimonials.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your financial advisor to hand to AI first, what we would build, and roughly how long it takes.
Questions
Should discovery calls be free?
That is your business decision. The tool can handle either.
Will it add video links?
Yes. It can attach a meeting link to every confirmation.
Can it handle remote clients?
Yes. Offer video or phone for clients in other cities, and keep time zones clear.
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