Answering Service for Financial Advisors
Your next client is calling right now. Jodie answers your calls when you are in client meetings, reviewing portfolios, or out of the office.
Trusted by 1,600+ US service businesses
The problem
You cannot advise one client and answer calls from another
When you're sitting across the table discussing a client's 401(k) rollover or estate plan, you cannot stop to answer the phone. But the couple who just inherited money, or the executive planning early retirement, is calling now. They are not leaving a voicemail about their life savings. They are calling the next advisor on the list.
- 65% of people seeking financial advice won't leave a voicemail
- Prospective clients call 2-3 advisors and go with whoever answers first
- That adds up to 2-4 lost clients per month
- A full-time receptionist costs $3,500+/month just to answer the phone
65%
of people seeking financial advice won't leave a voicemail
2-4
prospective clients lost per month to missed calls
$3,500+
monthly cost of a receptionist to answer your calls
How Financial Advisors Use Jodie
Retirement Planning Inquiry
The situation: A couple in their late 50s calls to discuss their 401(k) options and whether they can afford to retire at 62. They want to understand Social Security timing and Roth conversion strategies.
Jodie handles it: Jodie picks up, asks about their situation, what retirement accounts they have, and when they are hoping to retire. You get a text with all the details so you can prepare for a productive first meeting.
Mid-Meeting, New Inquiry Calls
The situation: You're conducting a quarterly review with an existing client when a prospective new client calls your office.
Jodie handles it: Jodie answers, takes the caller's details, asks what advice they are looking for, and lets them know you will call back. The lead is in your inbox when your meeting ends.
Inheritance and Estate Planning
The situation: A woman calls after her father passed away and left a sizable estate. She needs guidance on estate taxes, inherited IRAs, and how to invest the proceeds responsibly.
Jodie handles it: Jodie asks about the nature of the inheritance, any time pressures like the 10-year rule for inherited IRAs, and what outcomes she is hoping for. You get a detailed brief so you can approach the conversation with care.
After-Hours Investment Question
The situation: A business owner calls at 7pm wanting advice on setting up a SEP-IRA for their small business and maximizing their personal Roth IRA contributions. They work during the day and can only call in the evening.
Jodie handles it: Jodie takes their details, notes the specific questions about business retirement plans, and schedules a callback for a time that works. The message is ready when you start your day.
That prospective client is calling. Who is picking up?
Set up Jodie in under 2 minutes. She handles your calls while you handle the advice.
Get Started for FreeReal reviews Real results from real businesses
Built for Financial Advisory Firms
Everything you need to stop missing prospective clients and keep your practice growing.
Never Miss a Prospective Client
401(k) rollover question, inheritance inquiry, or IRA contribution call — Jodie picks up right away and gets the details.
Qualified Lead Details
Jodie asks what advice they need, their financial situation, and how soon they want to meet. You get a clear brief to decide whether they are a good fit for your practice.
Sounds Like Your Practice
Callers think they're speaking to your office. Jodie knows your areas of expertise, the types of clients you work with, and your credentials as a CFP or ChFC.
On Your Terms
Forward calls when you're in client meetings, reviewing portfolios, or done for the day. Switch it off whenever you want to answer yourself.
Live in Minutes
No tech skills needed. Set up call forwarding on your office phone and Jodie starts answering your advisory firm calls right away.
FAQ Frequently Asked Questions
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Your customers get a real answer every time they call, not a voicemail that makes you look like a one-person operation.
The next prospective client is one missed call away.
Let Jodie take your calls while you're focused on your clients.
First 7 days free, then pricing from $49/month