Independent Financial Advisors — AI Front Office

Plan. Protect. Grow.

Every missed inquiry is a prospect calling another advisor. Our AI pre-qualifies leads, books discovery calls, and delivers compliance-safe responses — while you're in client meetings.

Get started How it works
Qualifies while you meet/ Discovery calls booked/ Compliance-safe responses

ADVISOR INTAKE

● Live — qualifies every prospect

10:22 AM
Hi, I'm 52 years old and I have about $300,000 saved. I'm worried I'm not on track for retirement. Can someone help?
Absolutely — retirement planning at 52 is exactly what we specialize in. Our advisor would love to walk through your options. I can book a free discovery call for Friday at 2:00 PM. Does that work?
Friday at 2pm would be great, thank you!
Type a message▌

Discovery call booked · powered by Anchor Co Media

/// What it does

Pipeline full.
Calendar booked.

Your time is worth more than answering intake questions. Our AI qualifies prospects, schedules calls, and keeps your pipeline moving — 24 hours a day.

[ 01 ]🕐
Always Available

Answers while you advise.

Prospects don't wait. While you're in a client meeting, our AI is engaging your website visitors and turning their questions into booked appointments.

[ 02 ]🎯
Prospect Pre-Qualification

Only qualified leads reach you.

The AI gathers goals, assets, timelines, and concerns before the meeting. You walk in knowing exactly who you're talking to — and what they need.

[ 03 ]📅
Appointment Scheduling

Books discovery calls automatically.

From first visit to confirmed call in minutes. No back-and-forth emails, no scheduling friction — just a clean calendar and a prepared prospect.

[ 04 ]🛡️
Compliance-Safe Responses

Stays on the right side of compliance.

Trained to inform, not advise. The AI engages prospects warmly without crossing into regulated territory — so you stay protected while leads keep coming in.

/// The setup

Live in 48 hours.

[ STEP 01 ]

Train it on
your practice

We configure the AI with your services, ideal client profile, compliance guardrails, and the questions prospects commonly ask.

[ STEP 02 ]

Embed on
your site

Add the chat widget to your website and the AI starts qualifying visitors immediately. It integrates with your calendar for seamless booking.

[ STEP 03 ]

Calendar fills.
You advise.

Every prospect gets engaged and every qualified lead gets booked. You show up to calls with context — and close more business with less effort.