THE AI AGENT FOR
Financial Planning
Qualify high-net-worth leads with professional AI. Ensure every potential client receives a premium, instant response that reflects your firm's standards.
Trust_Protocol
Compliance first
Every response follows regulatory guidelines and firm policies.
Trust_Protocol
Premium experience
Instant, professional responses that match your brand standards.
Trust_Protocol
Qualified meetings only
Your time is spent with prospects who meet your criteria.
Qualifies assets professionally
Tactfully gather investable assets, goals, and timeline to ensure prospects meet your minimums before booking.
Books qualified consultations
Serious prospects schedule directly into your calendar with all relevant information pre-collected.
Maintains compliance
Scripted responses stay within regulatory guidelines. No promises, no projections, no compliance risks.
The_Problem_We_Solve
BEFORE VS AFTER
The_Problem
MISSED CALLS
KILL GROWTH.
- Unqualified leads waste expensive advisor time
- Prospects expect immediate responses from premium firms
- Compliance concerns limit what staff can say
- Manual qualification calls are time-consuming
The_Outcome
YOUR FRONT DESK,
ON AUTOPILOT.
- Only meet with prospects who meet your asset minimums
- Premium response experience matches your brand
- Compliant conversations that protect your firm
- Advisors spend time advising, not qualifying
Call_Flow_Engine
HOW IT HANDLES CALLS
Every Financial Planning call follows a structured intake, routing, and booking process tailored to your workflow.
Intake_Questions
- What financial goals are you looking to address? (retirement, wealth transfer, investment management, etc.)
- What is your approximate investable asset range?
- Are you currently working with a financial advisor?
- What is your timeline for making a decision?
- Would you prefer an in-person or virtual consultation?
Routing_Rules
- If assets below minimum, provide educational resources and nurture sequence
- If high-net-worth and immediate timeline, priority booking with senior advisor
- If complex situation (business sale, inheritance), route to specialty team
After_Call_Actions
- Send meeting confirmation with advisor bio and what to expect
- Add to CRM with asset range, goals, and timeline
- Trigger pre-meeting prep email with documents to gather
Live_Demo
HEAR IT
IN ACTION
Listen to a real Financial Planning call simulation. See how Agent Broski qualifies leads, answers questions, and books appointments, all while sounding completely natural.
24/7 Available
Human-Like Voice
Demo_Ready
VOICE_STREAM
Press play to hear how Brobot handles a Financial Planning call
Stack_Integration
WORKS WITH YOUR TOOLS.
CRM (Salesforce, Wealthbox, Redtail)
Calendar scheduling (Calendly, Acuity)
Financial planning software (eMoney, MoneyGuidePro)
Compliance documentation tools
Common_Questions
OBJECTIONS, HANDLED.
How do you ask about assets without being pushy?
The AI uses tactful, professional language to gather asset ranges. It positions questions around finding the right fit, not interrogation.
Is this compliant with financial regulations?
All scripts are designed to avoid projections, guarantees, or advice. The AI qualifies and schedules only.
What about sensitive financial situations?
Complex or sensitive inquiries are identified and routed to your team with discretion and full context.
Does it filter out unqualified prospects?
Yes. Prospects below your asset minimums receive educational resources. Only qualified leads get advisor time.
Can it handle different advisor specializations?
Route by retirement, wealth transfer, business sale, or other criteria. You set the rules for matching prospects to advisors.
What if someone wants an immediate meeting?
The AI can transfer to you directly or book the next available slot. You control handoff preferences.
Does it work with our CRM?
Brobot integrates with Salesforce, Wealthbox, Redtail, and similar platforms. Prospect data flows in automatically.
How do we ensure prospects are prepared for meetings?
Pre-meeting prep emails go out with documents to gather. Advisors start with complete information.
Can it differentiate virtual vs in-person preferences?
Yes. The AI asks preference and books the right type of consultation with the right advisor.
What about prospects who are not ready yet?
They are added to a nurture sequence with valuable content. You set the follow-up cadence for future engagement.
Industry_Vertical