High-value planning prospects call once and move on. Anchor Co AI fires an AI receptionist that answers 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 can be worth real fees every year — 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 the AI assistant for [Your Name] Financial Planning. They're with a client right now. May I take your name, number and what you're hoping to discuss? You'll get a call back." You stay in the running.
Their situation — age, goals, approximate assets, urgency — is in the summary emailed to you. When you call back, you know exactly who you're speaking with and can lead with relevance, not discovery from scratch.
Front Office plans
Every plan is $297 to set up, then monthly. Month-to-month, cancel any time. Buy online, fill out one form, and see your preview within 5 business days. No sales call.
What the receptionist doesn't do: it doesn't book appointments, quote prices or connect to calendars or CRMs. It takes the caller's details so you can call back.
Cancelling and refunds:cancel any time and you aren't billed again; there are no partial-month refunds. The setup fee is returned only if you cancel before you submit the intake form. If we don't deliver what the terms describe, tell us within 30 days of the charge and we fix it, or refund the affected charge if we can't. Read the refund policy and plan terms before you buy.
Sold and supported by Anchor Co Media, our sister brand. Payment is handled by Stripe.
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's configured to avoid specific investment recommendations, keeping compliance-sensitive conversations in your hands while the prospect stays warm.
The chatbot can answer based on the information you provide — whether that's a stated minimum AUM, a flat planning fee, or 'contact us to discuss.' We configure it to match how you prefer to handle fee conversations.
The chatbot itself doesn't have a live data connection into Redtail, Wealthbox, or Salesforce, so nothing syncs automatically from the chatbot — every lead captures contact info and conversation details and emails them to you. You can add them to your CRM yourself.
One plan, Front Office: $297 one-time setup, then $99/month for the website, $179 with the AI chat, or $249 with the AI receptionist too (300 answered minutes a month, no overage fees). Month-to-month, cancel any time.
No contract. Month-to-month, cancel any time. There are no partial-month refunds.
Preview within 5 business days of your completed intake form. Month-to-month. Cancel any time.
Matt Henry · Anchor Co AI · Pacific, MO
See it before you buy it
No slideshow, no actor. A screen recording of our own assistant handling the two questions every owner asks: what happens to the 9pm call I miss, and will it invent things about my business.
Real answers from our live demo bot — unscripted, recorded on this site.
Visitor: I run an HVAC company. A customer calls at 9pm and I can't pick up — what happens?
Anchor Co AI: Right now? They hit voicemail and you've lost them to whoever picks up first. With our chatbot, they hit your website at 9pm, ask “Do you do emergency service?” or “Are you licensed in my county?” — and get an instant answer. The bot captures their name, number, and address. You wake up to a lead instead of a missed call. That's the whole thing: your customers get answers 24/7, you only deal with the calls that actually need you, and you're not losing jobs to competitors who answer faster. Since you're in HVAC, the bot can handle all the common questions — licensing by county, service area, whether you do emergency calls, minimum job size, how long estimates take. You train it on your website in about 10 minutes, and it goes live in an afternoon. Want to try it? You can start free at anchorcoai.com/signup — no credit card required. Test it on your actual website for 14 days and see if it captures leads you would've missed.
Visitor: Will it make stuff up about my business?
Anchor Co AI: No. The bot only answers from what you've given it — your website content, your FAQs, pricing, service areas, whatever you add. If a question falls outside that (something the bot doesn't know), it's honest about it. Instead of guessing, it says “I don't have that info” and asks for their name and contact details so you can follow up personally. It won't make up licensing claims, pricing, or service details. That's the safeguard. Your bot is only as smart as the information you feed it — which means you stay in control of what it says about your business. Honestly the easiest way to see if it works for your business is to just try it. Free plan, no card. anchorcoai.com/signup
Not ready to buy? Run a free 15-second audit of your site — no email required.
Every customer who hits voicemail is a missed job. Your bot answers them in 60 seconds.
Try it free →No credit card required