How a financial advisors conversation goes
An example of how your AI agent texts, written for financial advisors. Every bot is custom built in your voice. This is an illustration, not a client thread.
Example · Austin, TX · physician
● Intro meeting booked
Why it works
- Real phones, 99% delivered. Every text goes out from a real phone on a real carrier line, not a software number that gets filtered.
- A list built only for you. We pull your exact audience from our own database of 100M+ contacts.
- Replies in seconds. Your AI agent answers every reply, qualifies the lead and books it on your calendar.
- Tested every week. We A/B test openers and replies so your reply rate keeps climbing.
Who we text for you
- Business owners approaching a sale or retirement
- CPAs and estate attorneys as referral partners
- Physicians and professionals
- High net worth owners
What the AI qualifies
- Planning need: retirement, business exit, tax or estate
- Do they have an advisor today?
- Rough asset range, if they will share it
- Open to an introductory meeting?
You decide what counts as qualified. We set it with you on the strategy call.
Results
“Before Client Gravity, new church projects came almost entirely from referrals. Within weeks their texting had us on calls with pastors who were already looking at land and expansions, and one of those conversations turned into a feasibility master plan. If you sell to people who are hard to reach, this works.”J. Hardy Brown, Principal Architect, BBA-A (professional services client)
AI employees for advisory firms
Lead gen fills the calendar. On Enterprise, AI employees take over the work that repeats every day:
- Meeting scheduling and confirmations
- Document collection before reviews
- Follow-up with referral partners
- CRM notes and reporting
Live in 48 hours
- Talk to MaxA live video call, any time. He maps your market and what a qualified lead means to you.
- List and botWe pull your list and write a bot in your voice.
- Real phones go liveTexts go out and replies get answered in seconds.
- You closeQualified leads land on your calendar.
Plans
Lead Gen plus a full AI workforce: AI employees that take over repetitive roles (one client saves $30K a month), your voice clone, AI Receptionist, AI Salesperson and a monthly strategy call with Max. Priced on what we save you, with a 6-month minimum.
Text up to 25,000 people a month on real phones. AI caller calls your leads back in seconds, and the Appointment Setter books them. 24/7 account manager.
Every engagement is by application. Lead Gen has a 3-month minimum, then month to month. You sign the agreement before any payment.
Questions
Is outreach reviewed by compliance?
Yes. You approve every message before anything goes out, so it fits your firm’s compliance rules. Every opt-out is honored immediately.
Can you reach CPAs and attorneys?
Yes. Referral partners are often the best list for advisors, and we pull them from our own database.
How fast does a campaign go live?
Within 48 hours of your kickoff call. We build the list, write your bot and start texting from real phones.
How much does it cost?
Lead Gen starts at $5,000 a month for up to 25,000 people a month, with an AI caller that calls your leads back in seconds. Enterprise starts at $20,000 a month and is priced on what we save you: everything in Lead Gen plus AI employees that take over repetitive roles. Every engagement is by application. Lead Gen has a 3-month minimum and Enterprise has a 6-month minimum.
Where do the contacts come from?
We own our own data company with over 100 million contacts, including cell numbers for decision makers. Every list is pulled only for you.
Is the outreach compliant?
We follow applicable telemarketing rules, honor every opt-out immediately and handle consent and privacy, so your brand stays protected.
Ready to fill your calendar?
Get on a live video call with Max right now and see a custom demo built for your business.