Financial Advisor AI
AI answers every prospect call, qualifies by investable assets and goals, then books the discovery call straight into your advisor calendar.
- 14-day free trial
- Pro & Agency
Key features
- Prospect qualification by assets
- Discovery call booking
- Compliance-safe call scripts
- Annual review reminders
- Live transfer to an advisor
- GHL CRM + calendar sync
How the AI works
Screens every prospect.
Books every consultation.
Three AI engines running simultaneously — so your advisors only spend their calendar on prospects worth meeting.
Prospect Screening
AI asks about investable assets, timeline and goals — then scores each caller before they ever reach an advisor.
- Sarah M.94
- James K.78
- Mia S.87
Consultation Booking
AI books discovery calls and annual reviews straight into the right advisor's calendar — no admin in the middle.
- Sarah M. — Discovery CallToday, 2:00 PM
- James K. — Portfolio ReviewToday, 4:30 PM
- Mia S. — Retirement PlanningTomorrow, 10:00 AM
Built for advisory firms
Every feature your
practice needs.
Answers enquiries and books consultations while you're with a client
Your AI agent picks up every prospect call, qualifies by investable assets, timeline and goals, and books the discovery call into the right advisor's calendar — 24/7, with no receptionist.
Qualify Leads
Every lead ranked automatically by propensity to convert. No manual triaging.
Live Transfer
AI detects hot leads mid-call and instantly transfers them to your human sales team.
Automated SMS Follow-up
AI sends personalised text follow-ups after every call — automatically, in your brand voice.
Call Transcripts
Every call recorded, transcribed and auto-logged into GHL CRM — zero manual data entry.
Business outcomes
What changes when you install
Financial Advisor AI
A single new advisory client can be worth years of recurring fees — and most practices lose them to voicemail and a two-day callback. When every enquiry is answered on the first ring, screened properly and booked on the spot, your advisors spend their calendar on prospects who are actually ready to invest.
Start booking more consultations →A referral calls at 8 PM — the office is closed
They just inherited a portfolio and want advice tonight. AI answers, captures the detail, screens the opportunity and books them in for Tuesday. The referral never reaches a competitor.
You're in a client meeting — 3 enquiries come in
You can't break the meeting. AI handles all three, screens each one by assets and timeline, and puts the two serious prospects on your calendar for Thursday.
An existing client is overdue a review
AI recognises them, books the annual review into the calendar and texts a confirmation. Retention handled without a single admin hour.
Built for you
Works for every practice
Whether you're a solo planner or run a multi-advisor firm — Financial Advisor AI adapts to your setup.
Multi-advisor firms & wealth practices
Every enquiry screened and routed to the right advisor by specialism — retirement, investments, protection — from one dashboard.
- White-label AI agent under your firm's brand
- Route prospects to the right advisor automatically
- Consistent, compliance-safe scripts on every call
- Onboard a new advisor in under 10 minutes
Solo advisors & financial planners
You're in client meetings all day. Your AI answers every enquiry, screens it, books the consultation and texts the confirmation — without you leaving the room.
- Handles prospect calls around the clock
- Books discovery calls into your calendar
- Chases annual reviews so clients don't lapse
- Full transcripts saved in GHL CRM
How it works
Up and running in under 10 minutes
One click in the GHL App Marketplace adds the agent to your account instantly.
Link your calendar, phone number and CRM. Pre-configured for advisory practices.
Define your minimum asset threshold, advisor specialisms and booking rules in 5 minutes.
Flip live. Every enquiry answered, every prospect screened, every consultation booked.
Testimonials
What Agency Owners say
“Spark AI replaced three separate tools overnight. Our funnel conversion jumped 34% in the first month — without touching a single line of code.”
“The automation builder is unlike anything I've used. We onboarded 12 new clients last quarter with zero extra headcount. That's the Spark AI effect.”
“Lead scoring alone saved us 12 hours a week. My team only talks to prospects who are ready to buy. Close rate is up 41%.”
“The white-label portal changed everything. Our clients think it's our own product and we've been able to charge a 40% premium. Incredible ROI.”
“We went from 6 clients to 22 in eight months without hiring a single person. Spark AI handles the delivery so we can focus purely on growth.”
“Spark AI replaced three separate tools overnight. Our funnel conversion jumped 34% in the first month — without touching a single line of code.”
“The automation builder is unlike anything I've used. We onboarded 12 new clients last quarter with zero extra headcount. That's the Spark AI effect.”
“Lead scoring alone saved us 12 hours a week. My team only talks to prospects who are ready to buy. Close rate is up 41%.”
“The white-label portal changed everything. Our clients think it's our own product and we've been able to charge a 40% premium. Incredible ROI.”
“We went from 6 clients to 22 in eight months without hiring a single person. Spark AI handles the delivery so we can focus purely on growth.”
Your next client is calling
right now.
AI answers every enquiry, screens every prospect and books the consultation — so your advisors spend their day advising, not chasing.
Get it now →Common questions
Questions advisory firms ask
before installing
Will the AI give financial advice on the call?+
No. The agent is scoped to intake only — it answers, qualifies and books. It never recommends products or gives regulated advice, and you control the exact script it follows.
Will callers know they're talking to an AI?+
The voice is natural and conversational — not robotic. Most callers don't realise unless told, and you can configure the agent to disclose itself at the start of every call.
Are calls recorded and stored for our records?+
Yes. Every call is recorded, transcribed and logged against the contact in GHL — so you keep a clean, searchable record of what was said on every enquiry.
Does it work with my existing GoHighLevel setup?+
Yes. Connects directly to your existing GHL calendar, phone number, pipeline and CRM. Nothing needs to be rebuilt.
Can I try it before committing?+
Yes — free trial available, no credit card required.