Stop Losing$3,000+ Jobsto Missed Calls
That's less than a coffee
Works with all major carriers & VoIP - No tech skills required - 1-minute setup
Every Missed Call = Money Gone
While you're under the sink or on a ladder, competitors are stealing your jobs
You’re in a client review… and a $2M rollover calls
You can’t interrupt a portfolio meeting to answer. The caller hits voicemail, doesn’t leave a message, and calls the next advisor. One missed rollover can mean ~$20,000/year in lost AUM fees.
Market-drop “panic calls” pile up during volatility
When the market dips, phones light up. Missing just a few reassurance calls risks transfers out, negative reviews, and churn. A single $1M account leaving is ~$10,000/year gone.
After-hours inquiries die in voicemail
Prospects call at 7:30pm after putting the kids down. Voicemail feels like a dead end. That $3,000 financial plan or $5M inheritance conversation never happens.
Answer speed (no voicemail wall)
Coverage for after-hours HNW calls
AUM fees saved from 1 captured $2M rollover
Time saved on interruptions + call notes
Your AI Receptionist That Never Sleeps
Answers when you’re in meetings
Forward missed/busy calls only. Your phone stays yours—SkipCalls steps in when you can’t.
Lead qualification for advisory work
Collects AUM range, account type (401k/IRA/taxable), timeline, and what triggered the call (inheritance, job change, retirement).
Emergency triage during volatility
Flags urgent “market panic” or “wire/transfer” situations and escalates you immediately with a crisp summary.
Instant call summaries + transcripts
You get the who/what/when/why in seconds—perfect for fast, confident call-backs.
Calendar booking for consults
Books intro calls and review meetings directly on your calendar so prospects don’t cool off.
Spam & robocall shield
Filters obvious junk so your attention goes to real money-in-motion conversations.
“I was losing the best calls during client reviews—especially rollover questions and ‘just got an inheritance’ inquiries. Now SkipCalls answers instantly, gathers the AUM range and timeline, and I call back knowing exactly what they need. In the first month we captured about $18K/year in projected fees from two rollovers that would’ve hit voicemail.”
Evan Carlisle, CFP®
Founder, Carlisle Wealth Partners
Projected annual fees recovered
$18K/yr
Save $44,901 Per Year
vs. hiring an in-house receptionist
In-house receptionist
- In-house receptionist: $45,000–$65,000/year salary
- Plus payroll taxes, benefits, and coverage gaps
- Still not truly 24/7 (after-hours = voicemail)
- No automatic transcripts, summaries, or spam protection
SkipCalls AI Receptionist
- SkipCalls: $199/year (best value)
- Answers 24/7/365—even during market chaos
- Instant summaries + transcripts for every call
- No per-minute billing. No surprise charges.
Save ~$44,900–$64,900/year—and stop donating HNW prospects to competitors.
Questions? Answers.
What’s the #1 problem this solves for financial advisors?
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Missed calls while you’re in client meetings. Those are often high-intent prospects (rollovers, inheritance, retirement timing) who will call the next advisor if they hit voicemail.
Will this replace my business number?
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No. Most advisors forward missed/busy calls from their existing number to SkipCalls. Callers dial your normal line; forwarding happens silently in the background.
Will prospects know it’s AI?
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Usually no. SkipCalls speaks naturally like a professional assistant. You can also enable voice cloning so it sounds like you, and you can choose exactly how it introduces itself.
Can it handle true emergencies like market-crash panic or an urgent distribution deadline?
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Yes. You can define what counts as urgent (e.g., “I need to move to cash today,” “RMD deadline,” “wire/transfer issue”). SkipCalls will gather key details and flag the call so you can respond fast.
Can it book consults or review meetings on my calendar?
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Yes. It can schedule intro calls and meetings based on your availability and rules you set (buffers, meeting length, office hours).
What details can it collect from prospects?
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Name, best callback number, reason for calling, urgency, timeline, and advisor-relevant context like account type (401k/IRA/taxable), approximate AUM range, and whether it’s a rollover/inheritance/retirement event—based on what you tell it to ask.
How fast can I set it up?
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About 60 seconds. Turn on call forwarding for missed calls/busy calls/after-hours (your choice) and customize a short greeting.
Do I need technical skills or new hardware?
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No. If you can enable call forwarding, you can use SkipCalls. No IT, no phone system changes, no special devices.
What carriers or phone systems does it work with?
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Any. If your carrier/phone system can forward calls, SkipCalls works—no exceptions.
How does pricing work—and is there per-minute billing?
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Simple flat pricing: $4.99/week or $199/year. Unlimited calls in normal use, unlimited summaries/transcripts, and no per-minute charges or surprise fees.
Stop sending HNW prospects to the next advisor.
Set up SkipCalls in 60 seconds and get a 24/7 AI receptionist that answers, qualifies, and summarizes every call—so you can stay focused in meetings and still win the business.