An AI chatbot on your advisory website answers every service question automatically — minimums, fees, philosophy, how to get started — at any hour. So the executive who decides to get serious about retirement planning on a Sunday evening schedules a discovery call with you instead of going to Vanguard Digital Advisor.
Prospect inquiries arrive after hours — when people are home thinking about their money. Not answering means they research the next advisor on their list.
Why advisors lose prospects to platforms and robo-advisors
A 52-year-old executive is thinking seriously about retirement planning for the first time. They call three advisors. You're in a two-hour financial planning session with an existing client. By the time you return the call that evening, one of the other advisors has already scheduled a discovery call for Thursday.
What's your minimum? What do you charge? What's your investment philosophy? Do you do retirement planning? How does the process work? What makes you different from a robo-advisor? Every prospect asks these before they'll schedule a meeting — and each one requires substantive time to answer.
Someone receives an inheritance on a Thursday. Someone retires on a Friday. Someone sells their business and suddenly has more money than they've ever managed. These events create urgent needs — and the advisor who answers questions first gets the relationship.
A prospect with real assets to invest has options — many options. How quickly you respond to their initial inquiry signals how you'll respond when their account needs attention. A chatbot that answers immediately demonstrates the level of service you actually provide.
How it works
Your investment minimums, fee structure, services offered, your investment philosophy, how the onboarding process works, what to expect in an initial meeting — the chatbot knows what you've shared and guides every visitor toward scheduling a discovery call.
"We work with individuals and families with investable assets of $250K and above. We're fee-only, so there's no commission on what we recommend. Discovery calls are complimentary and about 30 minutes. When works for you?" Answered at 7pm Tuesday. Automatically.
The prospect who scheduled through the chatbot already understands your minimums, your fee structure, and how you work. The discovery call is a real conversation — not an orientation session.
The math
A client with significant assets under management generates real recurring revenue. Over a long advisory relationship, that adds up to substantial fees, plus referrals to family members and colleagues. If the chatbot captures one additional prospective client per quarter who would have gone to a platform — one prospect who got an answer Sunday evening instead of voicemail — it pays for itself before the end of the first year.
Founding-client pricing
Foundation: website + hosting + 24/7 AI chatbot + Google Business Profile + missed-call text-back. Growth adds lead management, CRM, and review automation at $997/mo. Full Office adds a 24/7 AI phone receptionist at $1,497/mo.
Your service offerings, investment minimums, fee structure (fee-only, AUM-based, hourly), your investment philosophy and process, what clients you work with, how the onboarding process works, what to expect in a discovery call, and any FAQs your prospects always ask. You configure what it knows.
Yes. When a prospect expresses interest in working with you, the chatbot collects their name, contact info, approximate investable assets, and their planning situation — then routes to you for the discovery call. Conversational intake, no form required.
No. The chatbot is trained to answer questions about your services, your process, and how you work — not to give investment advice or make specific recommendations. All substantive financial questions route to you. It's a qualification and intake tool.
Answered immediately. The executive who decides to get serious about retirement planning on a Sunday evening gets a response right then — their information is captured and a discovery call is scheduled before Monday morning. Those are the prospects most advisors lose to 'I'll call around next week.'
Month-to-month on every tier. Cancel anytime, keep your website and lead data. We earn this every month.
The chatbot goes live the day you sign on. No setup fee. No contract. Cancel anytime.
Matt Henry · Anchor Co AI · Pacific, MO
See it before you buy it
No slideshow, no actor. A screen recording of our own assistant handling the two questions every owner asks: what happens to the 9pm call I miss, and will it invent things about my business.
Real answers from our live demo bot — unscripted, recorded on this site.
Visitor: I run an HVAC company. A customer calls at 9pm and I can't pick up — what happens?
Anchor Co AI: Right now? They hit voicemail and you've lost them to whoever picks up first. With our chatbot, they hit your website at 9pm, ask “Do you do emergency service?” or “Are you licensed in my county?” — and get an instant answer. The bot captures their name, number, and address. You wake up to a lead instead of a missed call. That's the whole thing: your customers get answers 24/7, you only deal with the calls that actually need you, and you're not losing jobs to competitors who answer faster. Since you're in HVAC, the bot can handle all the common questions — licensing by county, service area, whether you do emergency calls, minimum job size, how long estimates take. You train it on your website in about 10 minutes, and it goes live in an afternoon. Want to try it? You can start free at anchorcoai.com/signup — no credit card required. Test it on your actual website for 14 days and see if it captures leads you would've missed.
Visitor: Will it make stuff up about my business?
Anchor Co AI: No. The bot only answers from what you've given it — your website content, your FAQs, pricing, service areas, whatever you add. If a question falls outside that (something the bot doesn't know), it's honest about it. Instead of guessing, it says “I don't have that info” and asks for their name and contact details so you can follow up personally. It won't make up licensing claims, pricing, or service details. That's the safeguard. Your bot is only as smart as the information you feed it — which means you stay in control of what it says about your business. Honestly the easiest way to see if it works for your business is to just try it. Free plan, no card. anchorcoai.com/signup
Not ready to sign up? Run a free 15-second audit of your site — no email required.
Every customer who hits voicemail is a missed job. Your bot answers them in 60 seconds.
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