Financial advisers Early access
Client file chaser
Finds client files missing a signed form, an ID or an updated profile, and asks each client for it.
Common
For financial advisers
Prospect follow-up rep
Follows up with prospects after a first meeting and offers a second one, until they book or say no.
Early access. James writes to clients only once his messages are kept in your firm's archive, the way the SEC and FINRA require, and he never gives investment advice. Book a call and we will tell you where it stands.
- Wealthbox
- Calendly
- Outlook
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 9:00
- 1Find prospects in Wealthbox with no next meetingWealthbox
- 2Read your meeting notes and last emails with eachWealthbox
- 3Draft a short follow-up with your Calendly linkCalendly
- 4Ask you first before the follow-ups go outHe asks you first
- 5Send them from your firm's OutlookOutlook
- 6Move each opportunity's stage in WealthboxWealthbox
- 7Text you who booked, and questions only you should answer
- What you getEvery prospect followed up in your voice after a first meeting, and each one's stage current in Wealthbox.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for financial advisers
Financial advisers Early access
Service request logger
Logs client requests from your inbox as Wealthbox tasks for your team and tells each client it is in hand.
Financial advisers Early access
Hiring coordinator
Logs applicants for your client service and paraplanner roles and books calls with the ones you pick.
Financial advisers Early access
Annual review coordinator
Books each household's annual review, then builds a prep pack from Wealthbox the day before.