What the agent handles
- Books discovery and review meetings
- Collects goals and timelines
- Routes withdrawal requests to advisors
- Declines to give investment advice
- Sends meeting confirmations
Legal, finance and professional
AI receptionist for financial planners
Books discovery meetings and annual reviews, gathers a few basics ahead of time, and routes existing clients to their advisor's team without making them repeat themselves.
CallerWe're thinking about retiring in a few years and have no idea if we're on track.
CallerI need to take some money out of my account. Who do I talk to?
CallerIs it too late to put money in my RRSP for this year?
Where calls go
Client serviceAdvisorsOperationsCompliance
Warm transfer: When a client calls wanting to move money or place a trade, the agent warm-transfers to the advisor's assistant rather than taking instructions itself.
What it books
Discovery meetings and portfolio reviews
Why financial planners miss calls, and what an AI receptionist changes
An advisor's day is built around meetings, and the phone doesn't respect them. Clients call during reviews, a prospect calls while the advisor is walking another couple through a retirement projection, and the assistant is processing paperwork from the last meeting. The calls bunch up at predictable times: the weeks before the RRSP deadline, January when TFSA room resets, and any day the markets drop sharply.
A RealVoice AI receptionist answers for the practice so meetings aren't interrupted. Prospects are asked a few questions before a discovery meeting: what prompted the call, rough timelines such as retiring in five years or helping a child buy a first home, and whether a spouse will attend. It books discovery meetings and annual reviews into each advisor's schedule and texts a confirmation with what to bring, such as recent statements and workplace pension details. Existing clients are routed to their advisor's team without having to explain who they are twice.
It gives no investment, tax or retirement advice and takes no instructions. A client who wants to make a withdrawal, move money or place a trade is warm-transferred to the advisor's assistant, or the request is sent as a message for the team to act on. A worried client calling on a bad market day hears a calm voice and is booked or connected; the agent doesn't comment on markets or performance.
Example call, start to finish
- CallerHi, we're thinking about retiring in about three years and honestly have no idea if we're on track. A friend gave us Mr. Bouchard's name.
- AI receptionistThanks for calling. I can book a discovery meeting with Mr. Bouchard. It's a first conversation about where you are and what you want. Will you and your partner both attend?
- CallerYes, both of us. Evenings are easier.
- AI receptionistHe has Wednesday the 21st at 5:30 or the following Monday at 6. Does either work?
- CallerWednesday. Quick question, is it too late to put money in an RRSP for this year?
- AI receptionistThat's exactly the kind of question Mr. Bouchard will go through with you, since it depends on your situation. I'll add it to the meeting notes so he comes prepared.
- CallerOkay. Should we bring anything?
- AI receptionistRecent statements for any RRSPs, TFSAs and workplace pensions, and your latest notices of assessment if you have them. I'll text that list with your confirmation for Wednesday at 5:30.
After the call: Mr. Bouchard's assistant gets the summary: a couple, retirement in about three years, referred by a friend, a question about RRSP contributions this year. The meeting is in the RealVoice schedule, the couple has the document list by text, and the recording sits in the portal next to the summary.
How it fits your day
- January and February
- Clients call about contributions before the RRSP deadline and new TFSA room. The agent books short calls with the advisor and routes anything involving moving money to the assistant.
- Review season
- Clients due for their annual review get a reminder text, and reviews are booked as they reply, using each advisor's preferred meeting length and whether it's in person or by video.
- Rough market days
- When many clients call at once, each is answered, told their advisor's team has the message, and booked for a call or put through, with no comment on the markets.
- Referrals after work
- Prospects referred by clients, accountants or lawyers often call in the evening. Their discovery meeting gets booked that night instead of waiting for a callback.
Your software
Today it books discovery meetings and reviews into each advisor's RealVoice schedule in the portal, saves call summaries and recordings there, and texts clients a confirmation. If your practice runs Redtail CRM, Maximizer CRM, Conquest Planning or RazorPlan, the team can set up a connection to it; custom integrations are quoted separately.
What a missed call costs
A household that becomes a planning client can stay with an advisor for decades, and the work grows as they near retirement: pension choices, RRIF conversions, estate questions for the next generation. If your practice misses three prospect calls a month and one of those households would have signed on, that's a dozen relationships a year starting somewhere else. Use the missed-call calculator on our homepage with your own figure for what a client is worth.
Questions financial planners ask
Will it give investment advice?
No. It won't recommend products, comment on markets or say whether a client should contribute, withdraw or switch. Those questions go into the meeting notes for the advisor.
Can clients give it trade or withdrawal instructions?
No. It doesn't accept instructions to move money. It warm-transfers the client to the advisor's assistant, and if nobody can pick up, sends the request by text and email right away so the team calls back.
What does it ask before a discovery meeting?
The questions you choose, usually what prompted the call, rough goals and timelines, who will attend and how they heard about you. It doesn't ask for account numbers or balances.
Can it book with a specific advisor?
Yes. Each advisor has their own schedule and meeting types, and existing clients are booked with the advisor they already work with.
Will long-time clients know it's AI?
If they ask, it tells them. What they usually notice is that they reach their advisor's team quickly, because the agent puts them through or takes a complete message.
Hear it as your own financial planning practice's front desk
Request a free demo call and the agent will phone you, set up as a business like yours.