AI Call Script
Financial Advisor Answering Service Script
High-net-worth prospects don't leave voicemails. InboundCollie answers every call, captures life stage and financial goals, and pre-qualifies by situation so you spend your time with prospects who match your practice.
Average financial advisor job value: $3,000–$15,000/year AUM fees
InboundCollie AI Receptionist
Answering on behalf of your business • 24/7
Live
Thank you for calling. I'm the virtual receptionist here. Are you looking to speak with a financial advisor, or do you have a question about an existing account?
I want to meet with an advisor. I'm retiring in two years and I really need a plan.
Retirement planning — that's exactly the right time to get serious about a strategy. Are you currently working with an advisor, or would this be your first?
I had someone but they retired and I just haven't found anyone new. It's been two years.
Understandable — finding the right advisor takes time. Do you have a sense of your primary goals beyond the retirement income plan — things like legacy planning, healthcare costs, or something else?
Mainly retirement income, and also making sure my kids are taken care of if something happens to me.
That covers retirement income and some estate planning — both very manageable to address together. Without being too personal, do you have a sense of roughly how much you have saved to work with? It helps match you to the right advisor.
About $800,000 across my 401k and some savings.
Got it — $800K is a meaningful amount to plan around. What's your name and the best number to schedule an introductory call?
Patricia Chen, and this number is fine.
Thank you, Patricia. I've noted: retiring in 2 years, ~$800K, retirement income + basic estate planning, no current advisor. An advisor will reach out to schedule a complimentary introductory consultation. Looking forward to connecting you.
After the call, InboundCollie sends you a complete lead summary before you call back.
What InboundCollie captures on every financial advisor call
✓Life stage trigger (retirement planning, inheritance, business sale, divorce)
✓Approximate investable assets (gentle qualifying question)
✓Current advisor situation
✓Primary goals (retirement, college funding, wealth preservation)
✓Timeline and urgency
Start answering every financial advisor call today
Set up in under 10 minutes. No contracts. Cancel anytime.