Who manage their own inbound leads
Every inbound lead called within 60 seconds and booked in, without lifting a finger.
Your AI Lead Conversion Specialist responds instantly, follows up indefinitely, qualifies every prospect, and books straight onto your calendar.
The single biggest factor
Every minute you wait is a client you lose.
Don't just take our word for it. This is the finding of the Lead Response Management Study, research tied to MIT, with the same researcher's follow-up work published in Harvard Business Review.
21x
More likely to convert a lead called within 5 minutes vs. 30
100x
More likely to even reach that same lead
60 sec
How fast our AI calls every lead you get
0
Minutes of your time
No more chasing leads. Ever.
You never make a call, send a follow-up or book a meeting. Your AI agent calls, qualifies and books every lead the moment it comes in, so the only thing that reaches you is a booked appointment in your calendar.
Source: Lead Response Management Study, MIT / InsideSales.com
Instant
Speed to lead
Automated forever
Call, email & text follow-up until they book or say no
Done-for-you
Enquiry to booked meeting, fully hands-off
100% qualified
Every meeting booked is a real, ready buyer
Never off-script
Always follows your own company policies
Sound familiar?
What you're doing now. What you could have instead.
Where your time goes now
- Leads wait hours for a call-back and go cold
- Chasing people who don't pick up
- Qualifying calls with people who aren't a fit
- Back-and-forth to find a meeting time
- Paying a setter or assistant to do it all
You only show up to booked meetings
- Every lead called within 60 seconds
- Follows up by call, email and text until they respond
- Qualifies every lead against your criteria
- Books qualified prospects straight into your calendar
- Your time goes on meetings, not admin
How it works
Capture every opportunity. Qualify every prospect. Book more meetings. Stay fully compliant.
Built specifically for independent financial advisors, from wherever a lead comes from, to a qualified meeting on your calendar.
From lead to booked meeting
Where your leads come from
Google Ads
Search, Display, YouTube, etc.
Facebook Ads
Lead ads, campaigns, etc.
Website visitors
Organic traffic, referrals, blogs
Phone calls
Inbound calls from any source
Online forms
Website forms, landing pages
All roads lead to one place
AI Lead Conversion Specialist
For independent financial advisors
- Engages within 60 seconds, within your calling hours
- Qualifies every prospect: readiness and investable assets
- Answers questions about your services
- Follows your exact process
- Never goes off script
- Books the meeting into your calendar
- Logs everything to your CRM
100% scripted. 100% compliant.
Designed to follow your exact, compliance-approved script.
Booked call
Booked straight into your calendar
- Qualified
- Confirmed
- Booked
- Sent to your calendar & CRM
Not booked (yet)
Automated follow-up, forever
Phone
AI calls
Follow-up emails
Text
Follow-up SMS
Never lets another lead go cold. Follows up persistently until they're ready to book.
Compliance you can trust
Built for compliance
Recorded calls
Every call is recorded and timestamped.
Stored where you require
Recordings and transcripts stored anywhere you require: your CRM, cloud storage, internal systems.
Full audit trail
Transcripts, call recordings, notes, and activity logs for complete visibility.
Stay compliant with confidence: we provide the records, you stay in control.
100% automated. 100% reliable.
- Never misses a lead
- No sick days. No time off. No turnover.
- Consistent, professional, and compliant every single time.
More conversations. More meetings. More clients.
Fully automated. Fully compliant. Built for independent financial advisors.
Focus on advice. We handle the intake.
A message from the founder
I've kept 10 advisors' calendars full. Now I'll fill yours.
Sam Barber
Founder of SJB Global ($150M AUM)
$0 → $150M
AUM grown in 6 years, organically, with no funding
100/mo
Appointments booked across 10 advisors
99.65%
Client retention rate
Before building this system, I founded SJB Global, an international independent financial advisory firm, and grew it from $0 to $150M AUM in six years, entirely through organic growth and with no outside funding.
A big part of my job was keeping the calendars of our 10 advisors full, at around 100 appointments every month. And once those people became clients, they stayed: we kept 99.65% of them.
I built that firm on one rule: automate first, outsource second, hire last. Every decision came down to getting the most return from every dollar and every hour. That's the thinking behind this system. The part of client acquisition that eats the most time, calling, chasing and booking leads, is fully automated, so you get the appointments without paying someone to chase them.
I'm not just another marketer. I've run a financial advisory firm, so I know exactly what a qualified appointment is worth to yours.
Questions
Common questions about the AI Lead Conversion Specialist
Do I need to change my ads or where my leads come from?
No. The AI agent works on the leads you already generate, whether they come from Facebook or Google ads, your website, landing page forms or inbound calls. Every new lead is called within 60 seconds.
How fast does it call a new lead?
Within 60 seconds, during the calling times you set. Leads that come in outside those hours are called as soon as your calling window opens.
What if the lead doesn't pick up?
It keeps following up by call, email and text until they either book or decide not to move forward. You never have to decide whether someone is worth chasing again.
How does it decide who is qualified?
It asks the questions you set, covering readiness to act and investable assets, and checks the answers against your criteria and minimums. Only prospects who meet them are booked into your calendar.
Is it compliant with how my firm needs to operate?
It follows your approved script and guardrails, never gives advice and never goes off script. Every call is recorded and timestamped, and the recordings are kept in a folder you own and keep forever, so you meet your regulatory recordkeeping requirements.
Does it work with my calendar and CRM?
Yes. Qualified prospects are booked straight into your calendar, and every call, note and outcome is logged to your CRM.
How much of my time does it take?
None. Once it's set up, the calling, follow-up, qualifying and booking all happen without you. You only show up to the meetings.
Do you run the ads and generate the leads too?
Not with this service. The AI Lead Conversion Specialist works on leads you already have. If you want us to build and run the ads, landing page and email nurture as well, that's our Done For You Client Acquisition System. See how it works at leadsforadvisers.com/system.