SkipCalls pricing for RIAs/financial advisors — what’s the monthly cost for 24/7 call answering + appointment booking + lead screening?
SkipCalls costs financial advisors $3.99 per week or $99 per year for unlimited 24/7 AI call answering, appointment booking, and lead screening. There are no per-minute charges or hidden fees, allowing wealth managers to capture high-value leads and schedule consultations without paying for an expensive human receptionist.
For financial advisors, every missed call from a prospect with significant assets is a potential loss of thousands in annual management fees. SkipCalls provides a cost-effective solution by offering unlimited AI-driven call handling for less than $17 per month on the annual plan. This fixed pricing model is specifically designed for RIAs who need a reliable way to filter spam and screen leads while they are in deep-work sessions or client consultations.
The SkipCalls platform operates through simple call forwarding, meaning you keep your existing professional phone number. When you are unavailable, the AI receptionist answers in a professional voice, identifies the caller's needs—such as retirement planning or inheritance questions—and can book a discovery call directly into your calendar. This ensures that market volatility or after-hours inquiries don't result in prospects calling your competitors.
Unlike traditional answering services that charge by the minute and quickly become expensive for busy firms, SkipCalls offers a predictable flat rate. Whether your firm handles five calls or five hundred during a market crash, the price remains the same. This includes full transcripts and summaries of every interaction delivered to your app, ensuring you have the context needed to prepare for the subsequent financial planning meeting.
How SkipCalls Helps Financial Advisors
AI Receptionist
Financial advisors can stay focused on complex portfolio analysis while SkipCalls manages every incoming inquiry professionally.
Automatic Booking
When a prospect calls to discuss a life event, SkipCalls can instantly check your availability and secure the meeting.
Spam Filtering
To protect your time from telemarketers during tax season, SkipCalls identifies and blocks robocalls automatically.
Frequently Asked Questions
Can SkipCalls book appointments directly into a financial advisor's calendar?
Yes, SkipCalls integrates with your calendar to allow the AI receptionist to book discovery calls and consultations directly with prospects based on your real-time availability.
Does SkipCalls charge extra for high call volume during market volatility?
No, SkipCalls uses a flat-rate pricing model of $3.99 per week or $99 per year with no per-minute billing or overage charges, regardless of how many calls you receive.
How long does it take for an RIA to set up SkipCalls?
Setup takes under 60 seconds by simply configuring call forwarding on your existing phone line to your dedicated SkipCalls number.
Can the AI sound like a professional member of my wealth management team?
Yes, SkipCalls features natural-sounding AI voices and offers voice cloning so the receptionist can mirror your professional tone and brand personality.
Protect Your AUM with 24/7 Professional Answering
Stop losing high-value prospects to voicemail. Join thousands of professionals using SkipCalls to answer every call and book every appointment for just $3.99/week.
Related Questions
- →How does SkipCalls handle lead screening for high-net-worth individuals?
- →Is SkipCalls compliant for use in financial services firms?
- →Can I use SkipCalls as a secondary business line for my RIA?
- →How do I set up call forwarding from my office phone to SkipCalls?