Answering Service for Financial Advisors
New callers are asked who they are before your phone rings. Every call to your cell comes to VettedCalls first. We answer in your business name, put real callers through to you, and ring you right away when a caller says a priority word. On Receptionist, a call you don't pick up goes to an AI receptionist with instructions written for financial advisors, unless it's a priority call or a saved contact, which go to voicemail.
Get started with VettedCallsStart with the clients you already serve
An advisor's calls fall into two piles: people whose money you already manage, and everyone else. Set VettedCalls up in that order.
- Save your clients as contacts. Add them in the dashboard, import them, or save a number from your call log. From your own cell, you can also text your VettedCalls number the command VIP followed by the client's number and name. Saved contacts skip screening and ring you 24/7.
- Know what you'll hear. When a saved client calls and you answer, you hear "V I P caller on your list," then a beep, then your client. We don't ask them anything first.
- Pick who reaches the AI after hours. On Receptionist, saved contacts keep ringing you after your business hours end. If there's a client you'd rather have talk to the AI receptionist at night, flag that contact to go to the AI once you're closed.
- Check the list now and then. Text VIPS to your VettedCalls number to get the list of saved contacts back, or UNVIP with a number to take someone off.
A missed call from a saved contact goes to voicemail on every plan, and neither of you gets a text about it.
Prospects, referrals and people selling to you
Anyone new is asked who they are before your phone rings. We answer in your business name, and an AI model reads the reply for a name, a short topic, whether they said one of your priority words, and whether it sounds like spam. When you pick up, you hear the caller's name and reason first, so a referral from a client's brother-in-law and a pitch for new CRM software don't sound alike before you've said a word.
Recorded sales calls don't press 1 or 2, so they end at that step. We keep a single spam registry for all our customers, and once a number has 10 counted flags on it, it's blocked on every line we answer. Salespeople are a different problem: they're real people, and they can press 1. When one won't stop, mark that number as spam; it stays blocked for your account until you unmark it.
If you miss a prospect, your plan decides what happens. On Pro they get your voicemail and you get the transcript by email (see voicemail to text). On Receptionist, the AI receptionist answers, gets their name and reason, confirms a callback number and asks what days work for a first conversation. It won't ask for their email or put a meeting on your calendar. You set the time when you call back.
Days the market moves
"Market crash" and "just inherited" are two of the default priority words on a financial advisor's account. A new caller who says either one skips the question about texts and rings you for up to 40 seconds, day or night, and when you answer you hear "Priority call" with their name and topic.
Your saved clients don't need a keyword. They ring you whatever they say, on a quiet Tuesday or the morning after a big drop.
Priority Passthrough
Priority Passthrough lets customers who say one of your selected priority words ring straight through to you, regardless of the time of day. Every account starts with six priority words: urgent, emergency, help, asap, right now, today.
An account set up for financial advisors also has these trade priority words, on by default:
- market crash
- just inherited
- inheritance
- estate
- retirement decision
- 401k rollover
- tax deadline
You can add up to 20 of your own in the dashboard, and the trade defaults stay on. When a caller says one, the AI flags it as a priority call. It skips the text question and rings you right away, for up to 40 seconds, in or out of business hours, on every plan.
Miss a priority call and it goes to voicemail, on Receptionist as well as Pro. You get a text alert. The caller isn't texted, because a priority call skips the press 1 question.
Common calls for financial advisors
Each one tagged by how soon it needs you.
- Just inherited money / windfall soon
- Just retired / about to retire soon
- Market crash / panic: wants to sell everything soon
- Tax deadline approach soon
- New prospect: referral or cold inquiry soon
- 401 rollover from former employer routine
- Existing client: portfolio review routine
- College savings setup routine
- Trust / estate funding question routine
The work it knows about
On Receptionist, the AI receptionist answers with instructions written for financial advisors. They cover this work:
Planning
- Retirement planning
- College savings
- Tax planning coordination
- Estate planning coordination
- Insurance review
Investments
- 401 rollover and consolidation
- IRA management
- Brokerage account management
- Trust funding
Specialty
- Inheritance and windfall planning
- Sale of business / large transaction
- Divorce financial planning
- Life event transitions
What it asks callers
The AI receptionist gets the caller's name and reason, confirms the callback number by its last four digits, and asks what days work. Its instructions for financial advisors list more to gather:
- Existing client or new prospect
- Reason for call
- For new prospect: rough age range, retirement timeline, ballpark assets if comfortable sharing
- Specific deadline if any
- Referred by whom
- Custodian if applicable
What the AI receptionist won't do
- It doesn't book appointments. It asks what days work, and you confirm the time when you call back.
- It doesn't ask callers for their email.
- If a caller asks whether it's an AI, it neither confirms nor denies.
- It confirms the callback number by its last four digits.
The AI receptionist comes with the Receptionist plan. Pro has no AI receptionist, so a call you miss on Pro goes to voicemail. Receptionist is coming soon, and Pro is available now.
Questions about VettedCalls for Financial Advisors
Will my clients hear a screening greeting when they call?
No. Saved contacts skip the greeting and the press 1 or 2 step, and hear no intro before your phone rings. The exception is recording: if you switch call recording on yourself in dashboard settings, saved contacts are recorded too, and they hear "Connecting you now. This call may be recorded." first.
Could screening turn away a real referral?
It's built to lean the other way. When the AI can't tell, it's instructed to give a human-sounding caller the benefit of the doubt, and if the AI can't be reached at all, every caller is treated as real. Even a caller it judges to be spam isn't cut off: they get the same press 1 or 2 choice, and a person can press.
Do I have to record calls?
Only if you want to. Recording comes switched on with Receptionist, and you can turn it off in dashboard settings. Pro doesn't record.
A prospect replied to the text we sent after I missed them. Where does that go?
To your cell. Texts sent to your VettedCalls number are passed along to you, one way. Reply from your own cell, since nothing goes out to callers from the VettedCalls number except its automatic notices.
Related trades
The AI receptionist has instructions written for 58 trades and professions, plus a general set for everyone else. Here are a few of them.