Lead Follow-Up Automation that's actually built for financial advisors
Most local businesses lose more revenue to slow follow-up than to a small ad budget. Answer a lead in under 5 minutes and you're far likelier to win the job — automation makes that happen every time, day or night.
Most agencies run the same generic lead automation playbook for every client. We don't. For financial advisors, the problem we solve is strict compliance limits on what ads can say — and new clients are how we measure the win.
What's included
- Instant text-back the moment a lead comes in
- Multi-step SMS + email follow-up until they book or opt out
- Missed-call text-back so you never lose a ringing phone
- Database reactivation campaigns to past clients
- A simple CRM pipeline your team will actually use
- Reporting on speed-to-lead and booking rate
How Lead Follow-Up Automation works for your financial advisory firm
Speed-to-lead texting, follow-up sequences, and database reactivation in a CRM — so no lead goes cold and old contacts turn back into booked work.
We focus the work on retirement planning, investment management, and wealth management — what actually pays. Inquiries rise around year-end planning, tax season, and major life or market events.
Why it works: A single new household under management can generate recurring fees for a decade or more.
Free 30-day trial
No management fees until we book you 5 new customers. No contract. The only cost is your own ad spend — paid to the platform, not to us.
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