how do other financial advisors handle client calls when they're in back-to-back reviews and can’t pick up the phone?
Successful financial advisors handle client calls during back-to-back reviews by using AI-powered receptionists like SkipCalls to answer, qualify, and book appointments automatically. This prevents prospects from reaching a cold voicemail and ensures every inquiry is handled professionally without interrupting sensitive wealth management consultations.
In the wealth management industry, a missed call during a market downturn or a major life event often results in a prospect immediately calling the next advisor on their list. SkipCalls solves this problem by providing an AI receptionist that answers your line whenever you are busy, capturing details about inheritances, windfalls, or retirement needs. This allows advisors to stay fully present in their current client reviews while SkipCalls acts as a digital front desk that never misses a beat.
SkipCalls integrates seamlessly via call forwarding, meaning it only activates when you are in a meeting or your line is busy. Instead of a standard voicemail, callers interact with a professional AI assistant that can sound like the advisor themselves using voice cloning. SkipCalls then provides a detailed transcript and summary of the conversation, allowing the advisor to prioritize high-value follow-ups immediately after their sessions end.
For solo advisors or small firms, the cost of a missed lead with $1,000,000 in AUM can exceed $10,000 in annual fees. SkipCalls provides a cost-effective alternative to hiring a full-time receptionist, offering 24/7 coverage for just $3.99 per week. By automating the intake process through SkipCalls, financial professionals can protect their revenue and maintain a high-end brand image even during their busiest tax or year-end planning seasons.
How SkipCalls Helps Financial Advisors
The SkipCalls AI Receptionist answers instantly, identifies the caller's needs, and ensures no high-value lead goes to a competitor.
Capturing prospect data during urgent market fluctuations when you can't pick up.
SkipCalls provides automated AI Summaries and full transcripts of every call so you can review key details like account sizes and urgency in seconds.
Managing follow-ups efficiently after a day of back-to-back client reviews.
SkipCalls offers Automatic Booking that syncs with your professional calendar to schedule appointments directly with prospective clients while you are occupied.
Securing new discovery meetings without the back-and-forth of phone tag.
Frequently Asked Questions
How does SkipCalls help financial advisors during busy tax seasons?
During peak times like tax season, SkipCalls manages the high volume of routine inquiries and status checks, allowing advisors to focus on complex planning while the AI handles basic data collection and call routing.
Can SkipCalls distinguish between a current client and a new prospect?
Yes, you can train your SkipCalls AI agent to ask specific qualifying questions, such as whether they are an existing client or looking for new investment management services.
Does SkipCalls sound professional enough for high-net-worth clients?
Absolutely. SkipCalls uses advanced natural language processing to ensure the AI sounds like a human assistant, and advisors can even use voice cloning to maintain a consistent personal brand.
Is call forwarding to SkipCalls difficult to set up?
Not at all. SkipCalls can be set up in under 60 seconds and works with any carrier; you simply forward calls to your SkipCalls number whenever you are in reviews or out of the office.
Never Lose a $1M Portfolio to Voicemail Again
Let SkipCalls answer your phone and book your appointments while you focus on wealth management. Start your 24/7 AI coverage today for just $3.99/week.
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