// ai receptionist for financial advisors
AI Receptionist for Financial Advisors
High-value enquiries deserve an instant, professional answer. FORGE is an AI receptionist for financial advisors that answers every call 24/7, qualifies the job, and books it straight into your calendar, so you never lose one to voicemail again.
// live example
- Twilio
- Stripe
- Calendly
- Meta
why it matters
Why financial advisors lose jobs to a missed call.
A new advice client can be worth years of recurring fees, and they judge you on the first impression. A missed call or voicemail is a poor one. FORGE answers professionally, qualifies the enquiry, and books the discovery meeting.
how it works
Every call caught, qualified, and booked.
They call
A customer rings while you're with a client. FORGE picks up on the first ring, 24/7.
It qualifies
The AI asks the right questions, captures the detail, and works out what they need.
It books
The appointment goes straight into your calendar, and the caller gets a confirmation text.
You show up
You get a clean summary of every call. No voicemail, no lost jobs.
the system
More than an answering service.
The receptionist is one part. Every plan includes a website and the full lead-catching system.
- winning the client
Missed-call text-back
Ring out, they get a text in seconds. The enquiry stays yours.
every plan - winning the client
AI voice receptionist
Answers after hours, qualifies, and books it into your calendar.
never miss a job + - winning the client
Review funneling
Every happy customer asked at the right moment. Rating climbs itself.
every plan - running the business
Back office on autopilot
Invoice chasing, content, and quarterly reactivation, handled.
growth partner
pricing
Pick how much runs itself.
Every plan includes a new website, built and hosted. The one-off setup fee covers your build.
-
get found
Get Found
A professional website plus the system that makes sure no lead ever slips through.
$249/mo
$397 setup · covers your build
Book a call or send an inquiry- New website, built and hosted
- Missed-call text-back
- Speed-to-lead responder
- Review funneling
- Most popular
never miss a job
Never Miss a Job
An AI receptionist answers every call you can't, qualifies it, and books it in.
$549/mo
$697 setup · covers your build
Book a call or send an inquiry- AI voice receptionist, 24/7
- Calendar booking
- Nurture and quote follow-up
- Everything in Get Found
-
growth partner
Growth Partner
Everything above, plus the back office running itself.
$999/mo
$1297 setup · covers your build
Book a call or send an inquiry- Invoice chasing and deposits
- Automated content and posts
- Quarterly reactivation
- Everything in Never Miss a Job
Every plan includes a new website, built and hosted. No separate website fee, ever. Just need a website? One-off builds from $249.
questions
AI receptionist for financial advisors, answered.
Can it screen enquiries for suitability?
Yes. It captures the nature and rough scale of the enquiry so you can focus discovery meetings on the right clients.
How much does an AI receptionist for financial advisors cost?
FORGE plans are Get Found at $249 a month, Never Miss a Job at $549 a month, and Growth Partner at $999 a month, each with a one-off setup fee that covers your website build. Rolling monthly, cancel any time.
Is a website included?
Yes. Every plan includes a new website, built and hosted. The one-off setup fee covers the build and there is no separate website fee, ever.
How quickly can it go live?
Most financial advisors are up and running within days. We set the receptionist up in your business's voice, connect it to your calendar, and build your website in parallel.
who else we help
Built for your trade too.
local
Financial Advisors across the US.
Wherever you work, we catch the calls you miss. Find your area.
just need a website?
One-off builds from $249. Yours to keep.
Not ready for the full system? We'll build you a professional site, one-off, no monthly fee.
Never miss another job.
Book a 20 minute call. We'll show you exactly what an AI receptionist would catch for your financial advisor business.