Turn Website Visitors Into Planning Session Bookings
AI chatbot that educates prospects about your services, qualifies leads by assets and goals, and books planning sessions.
Sound familiar?
How Leadbot Partners helps
Educate Prospects
AI explains your services, investment philosophy, and planning process in conversational terms that build trust.
Qualify by Financial Goals
AI identifies investment goals, timeline, and investable assets to ensure prospects match your minimum requirements.
Stay Compliant
Built-in boundaries ensure the chatbot never provides investment advice, specific recommendations, or performance guarantees.
Book Planning Sessions
When a qualified prospect is ready, seamlessly schedule a discovery meeting through your calendar.
Questions your chatbot can handle
“I want to plan for retirement. Where do I start?”
“What's the minimum investment to work with you?”
“Do you offer fee-only financial planning?”
“Can I schedule a free consultation?”
Ready to start capturing leads?
Set up your financial advisors chatbot in 5 minutes. No coding required.