Financial advisors lose 40% of prospective clients during the onboarding process. Most of them just needed a faster response and a simpler way to submit documents.
New prospect fills out a form at 9 PM. By 9:01 PM, Jess has introduced herself, asked the right qualifying questions, and scheduled a discovery call. By morning, you have a warm lead with context — not a cold callback.
Chasing clients for W-2s, bank statements, and tax docs is soul-crushing work. Jess sends the first request, follows up at day 3 and day 7, and escalates to you only when a client is truly unresponsive. She's polite every single time.
Annual reviews, quarterly check-ins, tax prep meetings — Jess schedules all of them. She sends reminders at 24 hours and 1 hour before. No-show rate drops when clients get a personal text instead of an automated email.
January hits and you're buried. Jess sends document checklists to every client, tracks who's submitted what, and follows up with the stragglers. She turns your busiest season into your most organized one.
After a successful tax filing or a strong portfolio year, Jess asks for referrals. Timing matters — she sends the ask when clients are feeling the value, not three months later when they've forgotten.
Jess doesn't just follow scripts. She learns your financial services business — which services clients ask about most, what times they prefer to schedule, which follow-up messages actually get responses. Every conversation makes her more effective.
By month two, she knows your business better than most employees who have been there a year. That's the difference between a tool and a team member.
Jess handles onboarding, document collection, and scheduling so you can focus on financial planning. Starting at $97/mo.