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 receptionistWhat 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.
Caller: Just inherited some money.
AI: Yeah, first I am sorry for your loss. Big decisions in front of you. The best thing you can do right now is not rush -- give yourself time to plan it right. Want to come in for an initial consultation? It is free and we can map out the options.
Caller: Just retired.
AI: Congrats. So lots of decisions in the next few months -- 401k rollover, Social Security timing, healthcare, withdrawal strategy. Let me get you on the calendar for a planning session.
Caller: Market is tanking, want to sell everything.
AI: I hear you, it is stressful watching it. Before you do anything, let me get you a quick callback today -- a fifteen-minute call can save you a lot of regret. What is a good time?
Caller: Want to roll over my 401k.
AI: Yeah perfect. Former employer? And what is the current custodian -- Fidelity, Vanguard, Empower? And rough balance if comfortable?
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
No pricing over the phone — ever. Your AI never quotes hourly rates, ranges, or minimums. Pricing depends on specifics, and that conversation belongs with you (and a member of your team), not with an AI.
- 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