DEEPEN CLIENT RELATIONSHIPS
& CAPITALIZE ON ADDITIONAL OPPORTUNITIES!
WANT TO MANAGE MORE
OF YOUR CLIENT'S ASSETS?
Let Us Help You By Following Up At Key Liquidity Events!
Our AI Will:
Keep Track of All Upcoming Liquidity Events and Dates... (ie. annuities coming out of surrender, CD renewals, 401k rollover eligibility, retirement, and more.)
When it's Time, Our AI Will Reach Out to Schedule a Follow Up Appointment For You
This Ensures You Never Miss Another Opportunity Because You Forgot to Follow Up!
CLICK ON THE TEXT BOX TO GIVE IT A TRY!
Our AI Will:
Keep Track of Client Quarterly,
Semi-Annual, and Annual Review Dates
Reach Out When Each Client is Due for a Review
Find a Day and Time That Works Best For The Client
Get Their Review Scheduled On Your Calendar
And Even Send a Confirmation Email!
CLICK ON THE TEXT TO GIVE IT A TRY!
Ai is changing the way advisors market...
START GENERATING MORE REFERRALS TODAY!
CONFIRM ATTENDEES
WITHOUT THE PHONE TAG
Our AI Will:
Answer Questions About the Seminar
Overcome Concerns or Objections
Provide Details About What They'll Learn
Encourage Them to Bring a Guest
Even Pre-Qualify Registrants (Optional)
CLICK ON THE TEXT TO GIVE IT A TRY!
TECHNOLOGY LIKE THIS WON'T WAIT AROUND... (NEITHER WILL YOUR COMPETITION)
PUT AI TO WORK TODAY...
CLICK BELOW TO GET STARTED!