AI for Financial Advisors That Qualifies Prospects
Your time is worth $500+/hour. Spending it on unqualified leads or missed calls doesn't make sense. AI handles the front-end so you meet with prospects who can actually become clients.
Sound Familiar?
Common challenges financial advisors businesses face every day.
Lead Qualification Time
Most leads aren't a fit. But figuring out who has $500K+ to invest takes multiple calls before you know.
Scheduling Back-and-Forth
Finding a time that works for a consultation takes 5 emails. That's time you're not spending with clients.
Prospect Nurturing
High-net-worth prospects need cultivation. Without consistent follow-up, they go to whoever stays top-of-mind.
Client Communication
Market swings trigger client calls. You can't personally call every client when the market drops 5%.
How We Help Financial Advisors Businesses
AI-powered solutions designed specifically for your industry.
Real Results for Financial Advisor
Evergreen Wealth Advisors
The Challenge
A solo RIA was spending 10 hours weekly on lead qualification. 70% of initial calls were with prospects who didn't meet minimums.
Our Solution
Deployed AI qualification agent that pre-screens all inquiries. Automated nurture sequences for prospects not yet ready to meet.
The Results
- 90% of meetings now with qualified prospects
- Lead qualification time reduced by 85%
- AUM growth accelerated 25% year-over-year
- Advisor reclaimed 8 hours weekly for client work
Questions About AI for Financial Advisors?
Related Industries
Ready to Transform Your Business?
Every business is different. Let's have a conversation about your specific challenges and explore how AI can help you save time, increase revenue, and scale smarter.
- Free 30-minute discovery call
- Custom roadmap for your business
- No pressure, no hard sell
- Clear pricing, no hidden fees
Book Your Free Consultation
30 minutes that could change everything
Or email directly: grecoaisolution@gmail.com