647-560-2721
Discover How An AI Assistant Can Save You Time, Help You Find Qualified Clients Looking To Invest, Without Wasting Your Time Talking To Them On The Phone.
Easily determine client's financial goals
Find out client's risk tolerance
Uncovers client's real financial situation
(income, expenses, liabilities, assets)Identify client's existing investments or financial plans
Discover How An AI Assistant Can Save You Time, Help You Find Qualified Clients Looking To Invest, Without Wasting Your Time Talking To Them On The Phone.
Easily determine client's financial goals
Find out client's risk tolerance
Uncovers client's real financial situation
(income, expenses, liabilities, assets)Identify client's existing investments or financial plans
NEVER SLEEPS
NEVER GETS SICK
WORKS
24/7
NOT AFRAID TO ASK
REPLIES RIGHT AWAY
Happy Clients
James V.
★ ★ ★ ★ ★
"Using the SMS bot for our mortgage brokerage has been incredible. We've seen a big boost in leads and engagement. Being able to connect with potential borrowers instantly via text has made our job easier and helped us close more deals. If you're in the mortgage business, you need this tool to stay competitive."
Frank C.
★ ★ ★ ★ ★
"Since I started using the SMS bot as a real estate agent, things have really taken off. It's made marketing properties and communicating with clients so much easier. Sending out listings and doing home evaluations through text has brought in more buyers and sellers. This tool has definitely taken my business to the next level."
Jane B.
★ ★ ★ ★ ★
"Adding the SMS bot to my real estate business has been a game-changer. Reconnecting with past clients and getting more referrals has never been easier. Plus, using it for social media ads has boosted my online presence and brought more people to my listings. Must-have."
"I am tired of wasting my time with clients that have unrealistic
expectations, I would like to work with sophisticated clients."
Is this how you feel?
Are your clients...
Expecting higher returns or quicker results than what is realistic, given market condition investment vehicles, or risk tolerance.
It's usually an emotional rollercoaster that financial planners have to navigate, especially when clients have different levels of financial literacy.
Are you finding it difficult to secure new clients & retaining existing ones in this competitive industry?
Then I want you to know you are in the right place.
Our approach is backed by hundreds of Financial Planners who all have the same questions or concerns about their clients and the business.
Are you ready to secure quality clients and take back your time and sanity?
Then I invite you to test out our AI Assistant for financial planners.
Keep in mind, it can be modified to suit your business and personality.
We look forward to talking to you when you are ready.
Is This For You?
If you are looking to secure more sophisticated clients, then this assistant will absolutely help you.
If you are so busy running your business and don't have time to generate New Business, this may be something you could want to consider.
If you need a way to get back your time, time for family and friends, then this will be a solution.
This may be for you if you need a way to identify a quality client, understand their risk tolerance, pinpoint their financial situation with accuracy, and learn about their existing investments and their financial plans.
Is This For You?
If you are looking to secure more sophisticated clients, then this may help you.
If you are so busy running your business and don't have time to generate New Business, this may be something you could want to consider.
If you need a way to get back your time, time for family and friends, then this will be a solution.
This may be for you if you need a way to identify a quality client, understand their risk tolerance, pinpoint their financial situation with accuracy, and learn about their existing investments and their financial plans.
This Is Not For You, If...
You already have paid staff to do your customer service that you and your clients are happy with.
If you don't mind paying your employees, enormous amounts of money and generate little to no business.
You are ok with your current marketing system, and are generating amazing results.
This Is Not For You, If...
You already have paid staff to do your customer service that you and your clients are happy with.
If you don't mind paying your employees, enormous amounts of money and generate little to no business.
You are ok with your current marketing system, and are generating amazing results.
If You Believe That You And Your Business Could Use Some Help, Then Test It For Yourself.
Seeing Is Believing!
THIS COULD BE ANOTHER REASON, YOU'RE LOSING REVENUE!
HOW MANY CALLS ARE YOU MISSING?
MCTB
MISSED CALL TEXT BACK
NEVER LOSE A CALL AND A DEAL AGAIN
This MCTB is a game changer for your business:
How many clients/revenue have you lost because you did not answer your phone?
HOW IT WORKS?
Client calls you
They either:
Hang up
Get your voicemail
Leave a voicemail
Automatically sends the client a text message
Introducing the agent
Apologizing for missing their call
Continuing the conversation by text
TEST IT OUT
CALL THIS NUMBER
647-360-3275
LET IT RING ONCE
AND HANG UP
CHECK YOUR TEXT MESSAGES
Frequently Asked Question
How Do I Get Started?
First, we will need to know what's your goals and your use case scenarios for the SMS Assistant, to see how we can implement your strategies. You will need to schedule a call to strategize moving forward. If we decide to move forward, we will send you a URL to a form we need filled out to create your SMS Assistant.
How Much Does It Cost?
AI SMS ASSISTANT:
The cost for one AI SMS Assistant is $397/m USD. There is also a $297 USD set up fee (one time).
The set-up fee is due when we start to create the SMS Assistant.
We will strategize, create, teach, implement, and integrate your Assistant. Once completed, you will test the Assistant, and if required, make changes to perfect the responses. Once you are satisfied, the first monthly payment will be due, and your month will begin.
MISSED CALL TEXT BACK:
MCTB is $97/m USD with a set-up fee of $97 USD (one time).
MCTB AI Powered w/ AI Assistant: $297/m USD with a setup fee of $197 USD (one time).
Cancel anytime, no contract. Require 5 days notice before renewal date.
Will I Receive Support?
Absolutely, once on board you will have access to our marketing platform where you can manage the Assistant and its replies.
You will have access to a plethora of marketing resources to help execute your Assistant. After we know how you want to execute the SMS Assistant, we will build it and get it running for you. After it's running, you take over.
But honestly, there is not much you need to do. Just show up for the scheduled calls, call back the potential clients, then do your thing.
The idea is, you want to free your time, and only talk to serious qualified people interested in your product or service.
