Advisor Receptionist Pro Beta Launch
Your AI Front Desk That Never Sleeps (While You Actually Can)
Let's call it what it is...
Your independent practice is slowly killing you.
Not because you're bad at the job.
But because you're trying to be a financial wizard AND a receptionist AND a compliance officer AND a tech support person...
All at the same damn time.
- Your phone rings during client meetings.
- You're playing endless games of voicemail tag.
- And those late-night prospect inquiries? They're hitting your voicemail and bouncing straight to your competitor's LIVE receptionist.
- Meanwhile, your family's wondering if you'll ever make it to dinner on time again.
What if the phone stopped controlling your life?
That's why we created Advisor Receptionist Pro.
It's your always-on, brand-perfect front desk
Twenty-four hours a day, our AI assistant announces itself professionally, represents your practice's brand voice, answers routine questions like "What's your address?" or "Do you take new clients?", and books meetings directly onto your calendar.
No more phone tag
No more missed opportunities
No more working nights just to catch up on admin
The math is brutal (but fixable)
The average independent advisor loses every week just handling calls and scheduling.
Just... gone.
Phone calls that interrupt deep work. Voicemails that pile up. Calendar tetris that wastes precious minutes.
And what happens when prospects call but can't reach you or your team?
That's money walking right out the door.
And let's be honest...
Whether you're flying solo or have a small team, the math doesn't work.
True 24/7 human coverage requires multiple staff shifts costing $8,000+ monthly total.
And even your best staff member can't be everywhere at once.
What happens when they're:
- • In meetings with you?
- • On lunch?
- • Taking a personal day?
- • Or when a prospect calls at 9PM during market volatility?
This is where Advisor Receptionist Pro changes everything
Imagine having a receptionist who:
- Never sleeps so that prospects calling at 9 PM get immediate professional attention
- Never takes vacation so that your phone coverage remains consistent year-round
- Never has a bad day so that every caller receives the same excellent experience
- Maintains your firm's tone and communication style so that your brand remains consistent across all interactions
- Books appointments directly into your calendar so that your schedule fills automatically with qualified prospects
- Handles routine questions instantly so that you can focus on high-value client work
- Creates perfect compliance documentation so that you stay audit-ready effortlessly
- Costs a fraction of human assistants so that you get enterprise-level coverage at startup prices
That's exactly what we've built.
Complete Front Desk Solution
24/7 AI assistant that announces itself professionally
Every caller receives immediate, professional attention regardless of time or day
Intelligent appointment booking with calendar integration
Prospects can schedule meetings instantly without phone tag or delays
Website chatbot using the same AI intelligence
Late-night visitors convert into scheduled appointments while you sleep
Advanced call routing and transfer capabilities
Important calls reach the right person when they're available
Smart voicemail transcription with automatic text follow-up
Missed calls turn into booked appointments automatically
Automatic compliance documentation for all interactions
Stay audit-ready without manual record-keeping
Real-time availability checking before transfers
Never interrupted during client meetings or personal time
Integration with existing practice management systems
Everything flows seamlessly into your current workflow
When a caller opts for voicemail, the system transcribes the message, automatically texts the caller a booking link, creates a summary with suggested next steps, and delivers everything to your CRM—turning missed calls into scheduled appointments.
Your website visitors can chat with the same AI intelligence 24/7, getting instant answers and booking appointments even when you're sleeping.
And every interaction—call, text, email, chat—flows automatically into your compliance vault.
Works WITH Your Existing Team
Whether you're a solo advisor or have a small team, Advisor Receptionist Pro adapts to your practice structure.
The system is smart enough to check your "busy," "out-of-office," and holiday blocks before offering live-transfer or same-day slots.
Which means you or your team are never interrupted when with a client or taking a break.
But if you or your staff ARE available? It can instantly transfer important calls to the right person.
Think of it as the perfect backup that never calls in sick, takes vacation, or gets overwhelmed during busy periods.
Your practice controls when it's on and when it's off. You decide which calls get routed where.
It's not about replacing humans—it's about giving them superpowers.
Here's what changes immediately:
No more interrupting client meetings to answer calls
No more evening catch-up sessions returning voicemails
No more prospects slipping away because nobody could reach them
No more compliance headaches from undocumented conversations
No more family giving you "the look" when you check your phone at dinner
But the biggest change?
Your practice gets back 7+ hours every week. Nearly 400 hours per year.
That's time you can spend with clients. With family. Or just catching your breath for once.
The Beta Program: 5 Advisors Only
We're launching Advisor Receptionist Pro with just 5 select independent advisors.
Not because we're trying to create fake scarcity.
But because we want to deliver a white-glove experience to our first users.
The AI technology is proven and best-in-class. This beta isn't testing whether the AI works—it's perfecting our integration process and onboarding workflows specifically for financial advisor practices.
Each beta participant will receive:
- Complete system setup and integration training so that you're fully confident using every feature from day one
- Direct input on onboarding process improvements so that future advisors benefit from your real-world feedback
- White-glove implementation support so that you never feel lost or overwhelmed during setup
- Priority consideration for workflow enhancements so that your specific practice needs drive future development
- The chance to shape advisor-specific features so that the final product perfectly serves your industry's unique requirements
Most importantly?
Your practice will be the first to experience what it feels like to never miss another opportunity.
To walk away from your desk knowing every call is professionally handled.
To sleep through the night without checking voicemail.
To finally have the practice you imagined when you went independent.
Beta Timeline
Applications Close: July 15th
Beta Participants Selected: July 18th
Setup & Integration: July 28th - August 2nd
Beta Launch: August 5th
Beta Duration: 90 days with ongoing feedback
Is this for you?
We're looking for independent advisors who:
- Are overwhelmed by phone management, whether working solo or with a small team
- Feel like they're constantly playing catch-up
- Miss family events due to work demands
- Lose prospects because of coverage gaps
- Are ready for a fundamental change in how they operate
If that sounds like you, we'd love to have your practice join our beta program.
Yes, That's Me - Apply NowHow to get started
Fill out the form below
Express your interest in joining our beta program
Schedule a brief conversation
We'll reach out to discuss your practice needs
Secure your beta spot
If it's a fit, we'll reserve your place in the beta launch
No complex onboarding. No technical work on your end.
Just the beginning of a transformed practice.
Have questions about the program?
Schedule a free 15-minute call with our teamApply for Beta Access
Complete the form below to secure your spot in the Advisor Receptionist Pro Beta program
The Choice Is Yours
Your practice can keep struggling with the same phone chaos tomorrow.
Playing voicemail tag.
Missing opportunities.
Working nights to catch up.
Or you can be one of the first 5 advisors to experience Advisor Receptionist Pro.
Your practice's always-on front desk.
The choice is yours.
But the beta spots won't last long.
Youtube
LinkedIn