High-value planning prospects call once and move on. Anchor Co AI fires an instant text-back when you're in a client meeting — so retirement, estate, and wealth management leads stay engaged until you can personally connect.
A single new financial planning client averages $2,000–$10,000+/year in fees — and they often stay for decades. Missing one inbound call can cost far more than it appears.
Why financial planners lose prospects before the first meeting
High-value planning prospects have done their research and are ready to act. If they reach voicemail, they Google 'financial planner near me' and find someone else. That relationship — and the AUM behind it — is gone before it started.
A prospect vetting a financial planner is simultaneously vetting your responsiveness. If you can't manage a callback promptly, they wonder how you'll manage their portfolio. First impression = last chance.
Prospects want to know if you work with people 'like them' — their age, their situation, their asset level. A chatbot that answers 'do you work with pre-retirees?' or 'what's your minimum?' converts web traffic that would otherwise bounce.
A business sale, inheritance, divorce, or impending retirement creates an immediate need for a financial planner. Those leads call once with urgency. If you miss it, they'll have a signed engagement letter with someone else before you call back.
How it works
You're in a 90-minute portfolio review. The call goes to voicemail. The prospect opens Google and starts calling other planners.
"Hi, this is [Your Name] Financial Planning. I'm with a client right now — thank you for reaching out. What brought you in today? I'll personally follow up within the hour." You stay in the running.
Their situation — age, goals, approximate assets, urgency — is in the text thread. When you call back, you know exactly who you're speaking with and can lead with relevance, not discovery from scratch.
Founding-client pricing
Foundation: website + hosting + AI chatbot trained on your practice + Google Business Profile + missed-call text-back. Growth adds prospect nurture workflows, review automation, and CRM integration at $997/mo. Full Office adds a 24/7 AI phone receptionist at $1,497/mo.
Yes, with guardrails. We configure the chatbot to answer general educational questions (how Roth conversions work, what fee-only means) while routing any specific advice requests to you. It never makes specific investment recommendations — that keeps you compliant and the prospect warm.
The chatbot can answer based on the information you provide — whether that's a stated minimum AUM, a flat planning fee, or 'schedule a call to discuss.' We configure it to match how you prefer to handle fee conversations.
Growth tier includes webhook integrations that can push lead data to your CRM. Foundation captures contact info and conversation details in a simple inbox. We help configure the integration that fits your practice.
Website, enterprise hosting, 24/7 AI chatbot trained on your practice, Google Business Profile management, and missed-call text-back. All for $497/mo, no setup fee.
Month-to-month on every tier. No contract, no cancellation fee. You keep the website and your data if you leave.
Text-back fires the day you sign on. No setup fee. No contract. 30-day refund guarantee.
Matt Henry · Anchor Co AI · Pacific, MO