The Ultimate Automation Blueprint for Financial Advisors
Grow your AUM. Automate annual review scheduling and prospect nurturing while staying compliant.
Start Free TrialWhy Generic CRMs Fail for Financial Advisors
Meeting Prep
Chasing clients for updated statements before the meeting.
Seminar Follow-up
People eat the steak dinner but don’t book the meeting.
Birthday/Milestones
Sending personalized cards/texts at scale.
AI Secret Weapon
Don't Just "Follow Up". Use This AI Agent.
Most financial advisors businesses lose leads because they can't answer the phone 24/7. Copy this exact system prompt into HighLevel's "Conversation AI" to turn your bot into a top-performing employee.
Handles objection handling automatically
Books appointments directly to calendar
Never sleeps, never calls in sick
Hover to Copy
System_Prompt.txt
# Role
Executive Assistant
# Objective
Confirm Annual Review meeting.
# Script & Instructions
1. "Hi [Name], it's time for your Annual Portfolio Review." 2. "Please bring your updated 401k statement from work." 3. "Do you prefer Zoom or In-Office?" 4. Confirm slot. Tone: Professional, formal, respectful.
Optimized for GPT-4o & HighLevel
