An AI receptionist for financial advisors.
Trained on the calls a financial advisor actually gets — emergencies, common asks, the urgency cues that matter. Never quotes prices. Never books on its own. Captures every real call so a member of your team can follow up.
Start your VettedCalls AI receptionistWhy Financial Advisors pick VettedCalls
If you run a financial advisor business, you already know the pattern: an unknown number rings, you decline because most are spam, and the one in ten that was a real customer goes to your competitor instead. Carrier spam filters make it worse — they silently auto-reject calls before your phone even rings. VettedCalls puts a 10-second AI screen between the unknown caller and your phone. The AI captures the caller's name and what they need, recognizes financial advisors-specific urgency cues, and only forwards real calls to you.
The AI is trained on the calls financial advisors actually get. It treats "market crash", "just inherited", "inheritance", "estate", "retirement decision" and similar phrases as emergencies that escalate to your cell immediately, bypassing any schedule or routing. If a caller mentions a true emergency, you ring within seconds — no AI hold, no voicemail.
For non-emergency calls — just inherited money / windfall (immediate decision pressure), just retired / about to retire (rollover decisions), 401(k) rollover from former employer, existing client -- portfolio review — the AI captures the caller's name, what they need, and (for service calls) the address. It works through 8 fields naturally in conversation, never as a checklist, so when you call back you have full context instead of "someone called, no message." Real financial advisors report 30–50% fewer missed real-customer calls in the first month.
One firm rule: the AI never quotes prices over the phone — not hourly rates, not minimums, not a "ballpark." Pricing always depends on the specifics, and that conversation belongs with you (or someone on your team), not with a screening AI. The AI politely deflects pricing questions and gathers enough info that your callback is fast and on-target.
Setup takes about 5 minutes. You keep your existing phone number — VettedCalls uses carrier-level conditional forwarding, so contacts ring you directly and unknown callers route to the AI screener first. After signup, you tap an activation file on your phone, grant permissions, dial one short forwarding code, and you're live. Cancel anytime; no contracts; 14-day money-back if it isn't a fit for your financial advisor business.
What we cover
comprehensive financial planning and investment management -- retirement planning, 401(k) rollovers, IRA management, college planning (529), tax planning, estate planning coordination, life and disability insurance review, and ongoing portfolio management
Planning
- Retirement planning
- College savings (529)
- Tax planning coordination
- Estate planning coordination
- Insurance review (life, disability, long-term care)
Investments
- 401(k) rollover and consolidation
- IRA management (traditional, Roth)
- Brokerage account management
- Trust funding
Specialty
- Inheritance and windfall planning
- Sale of business / large transaction
- Divorce financial planning
- Life event transitions
The calls your AI is ready for
- Just inherited money / windfall (immediate decision pressure) priority
- Just retired / about to retire (rollover decisions) priority
- Market crash / panic -- wants to sell everything priority (talking off ledge)
- Tax deadline approach (Roth conversion, contributions) priority (date driven)
- New prospect -- referral or cold inquiry priority (lead conversion)
- 401(k) rollover from former employer standard schedule
- Existing client -- portfolio review standard schedule
- College savings setup (529) standard schedule
- Trust / estate funding question standard schedule
- Life event -- marriage, divorce, kid, death in family priority
Emergency triggers your AI watches for
If a caller mentions any of these, the call escalates to you immediately — no schedule, no AI hold, no voicemail.
- market crash
- just inherited
- inheritance
- estate
- retirement decision
- 401k rollover
- tax deadline
- just lost spouse
- divorce settlement
Sample exchanges
Real example responses your AI is trained on for financial advisor calls.
What your AI captures on every call
- Their name (don't ask for callback number -- caller ID handles it; do the last-four confirm)
- Existing client or new prospect
- Reason for call -- life event, market move, planning, rollover, review
- For new prospect: rough age range, retirement timeline, ballpark assets if comfortable sharing
- For life events: marriage / divorce / inheritance / death -- capture sensitively
- Specific deadline if any (tax, contribution, RMD)
- Referred by whom (referrals are a different conversation)
- Custodian if applicable (Schwab, Fidelity, etc.)
Trust signals it weaves in naturally
Not recited like a script — referenced when relevant.
- Licensed (Series 65 / 66 / 7)
- Fiduciary (when applicable)
- Independent (when applicable)
- Years of planning experience
What your AI never does
- Never books or schedules appointments — gathers info + timing only
- Never says "free estimate" or "free quote"
- Never asks for your caller's email
- Never claims to be human (deflects with humor)
- Confirms the callback by last-four digits — doesn't ask for a number it already has
Related professions
VettedCalls covers 56 trades — these are the closest fits if you wear more than one hat.