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For financial advisors

Book strategy calls with qualified prospects 24/7.

AlwaysRespond answers every call in your company's name and books it on the calendar you already use, while the caller is on the line.

1 month free. No setup fee. Cancel any time.

What every call turns into.

A call comes in: “I want to talk about rolling over my 401(k).”

Asks the right questionsYour AI receptionist asks, “Are you changing jobs, or retiring?” and takes the details.
Books the appointmentYour AI receptionist books the rollover consult into an open slot on your calendar, like Thursday at 10:00 AM.
Sends you the detailsA notification on your phone, and the booking in your app with their notes. The pay link and the review request follow from the same appointment.

Built for financial advisors.

  • Knows your workFrom rollover consult to annual review, callers get answers from your own services, hours and prices.
  • Knows your regularsYour AI receptionist recognizes a returning caller and what they booked last time.
  • Never off the clockYour AI receptionist answers nights, weekends and holidays in your business's name.

Questions from financial advisors.

Will the receptionist sound like a robot to my clients?

No. Your AI receptionist speaks in a natural voice you choose, keeps answers short, and reacts the way a person would ("Oh no, let's get that sorted"). Callers are told once, in the greeting, that they're talking to an AI, and the receptionist never pretends to be a person.

Can the receptionist qualify by asset level?

Yes. Your AI receptionist asks politely and can filter or route leads by asset threshold.

What happens to calls at night and on weekends?

Your AI receptionist answers every one, at any hour, and books the caller into your next open time. If someone needs something the receptionist can't do, your receptionist takes their name, number and what they need and sends it to you straight away, so you can call them back.

Is client info confidential?

Yes. AlwaysRespond encrypts calls and can be configured to minimize logged data.

Does the receptionist book discovery calls?

Yes. Your AI receptionist syncs to your calendar and books strategy calls only when you're available.

What about compliance disclosures?

Your AI receptionist can play your required disclosures at the start or end of calls to stay compliant.

What does AlwaysRespond cost next to a receptionist or an answering service?

Small Business is $79 a month for 100 calls, Growing Business $149 for 300, and High Volume $299 for 600, with every feature on every plan and the phone answered around the clock, nights, weekends and holidays included. The first month is free, there's no setup fee and no contract, and you can cancel online any time.

Start answering every call today.

1 month free. No setup fee. Cancel any time.