Does SkipCalls work for a financial advisor office — can it answer after-hours calls, screen prospects, and book a retirement planning consult straight onto my calendar?

Financial advisors often find it impossible to answer every phone call while in high-stakes client meetings or during market volatility peaks. SkipCalls solves this revenue-protection problem by acting as a professional AI receptionist that answers every call your team misses, ensuring that a $5,000 retirement plan or a major AUM lead never goes to a competitor due to a missed callback.

For wealth managers, SkipCalls handles the heavy lifting of prospect qualification. The AI can be trained to ask about investable assets or specific life events, like a recent inheritance or retirement timeline, before it offers a slot on your calendar. This ensures your schedule is only filled with qualified prospects who meet your firm's minimum requirements.

Operating at just $3.99 per week, SkipCalls provides a cost-effective alternative to hiring additional staff. Because SkipCalls works via call forwarding, you keep your existing office number while gaining the ability to capture leads after-hours, on weekends, or during tax season when your office is at its busiest.