Turn More Prospects Into Lifelong Clients.
WealthAdvisorSolutions gives financial advisors an AI front desk, instant prospect follow-up, and client-nurture systems that run alongside the CRM you already use — so you book more qualified appointments and stay top-of-mind with every client.
14-day money-back guarantee · No long-term contracts · Works with Redtail, Wealthbox, Salesforce & more
You Manage Wealth — Not a Phone.
Most advisors don't lose business to a lack of prospects. They lose it in the gap between when someone reaches out and when anyone actually follows up. Here's where it leaks:
- Prospects from seminars, referrals & ads going cold before you call
- After-hours inquiries landing in voicemail
- Clients you never have time to proactively check in with
- Review & annual-meeting scheduling slipping through the cracks
- Hours lost to admin instead of planning meetings
- No consistent pipeline of qualified prospects
One System to Win the Prospect, Book the Meeting & Keep the Client
Every tool below is set up, branded, and managed for you — and connects to the CRM and phone numbers you already use.
AI Front Desk
AI that responds to every prospect — web, email & SMS — in seconds, qualifying for fit and booking discovery calls 24/7, while staying compliance-aware (never giving specific advice).
Web · Email · SMS · Calls 🎧 Try the Voice AI →Voice AI & IVR
A business phone system with Voice AI that answers prospect and client calls, qualifies them, and books discovery calls or review meetings — 24/7, including nights and weekends.
Voice AI Call Handling 🎧 Try the Voice AI →Client Nurture & Reactivation
Automated check-ins, review reminders, and referral asks that keep you top-of-mind — turning satisfied clients into repeat referrals.
Top-of-Mind EngineProspect & Client Pipelines
Visual pipelines that track every prospect from first inquiry through discovery, onboarding, and ongoing service — so no relationship slips through the cracks.
Inquiry → Onboard → ServeManaged Advisor Assistant (VA)
An elite, vetted virtual assistant — placed and managed by OneSpot — to handle scheduling, prospect follow-up, paperwork, and admin like a paraplanner, at a fraction of the cost.
Placed & Managed For YouQualified-Prospect Ads
Done-for-you advertising and lead management that fills your calendar with qualified prospects — captured, routed, and followed up automatically.
Ads + Lead ManagementDon't Take Our Word for It — Hear the AI Answer.
Click below and our Voice AI will ask you a few quick questions — exactly the way it would greet and qualify a prospect calling your firm. Talk to it like it's a real call.
📞 Call the Voice AI — (888) 828-8414Call now and have a real conversation — it answers, qualifies, and books just like it would for your business.
Your CRM Stays. We Make It Respond Instantly.
You've already built your book in the CRM you trust. WealthAdvisorSolutions doesn't replace it — it sits alongside it as your speed-to-lead and communication layer, so every new prospect gets an instant response while your CRM stays your source of truth.
- Instant auto-response to web & referral leads
- One inbox for calls, SMS, email, and web chat
- Two-way sync of contacts & activity where supported
- Smart routing for new prospects vs. existing clients
Works alongside Redtail · Wealthbox · Salesforce FSC · Practifi · AdvisorEngine & more.
Speed to Lead Wins Clients
Advisors who respond within 5 minutes are far more likely to win the prospect than those who wait hours. WealthAdvisorSolutions makes that response automatic — day or night.
Get StartedUp and Running in Days, Not Months
Discovery
A short call to map your lead sources, your follow-up, and the CRM and numbers you already use.
Connect
We stand up your WealthAdvisorSolutions workspace and connect it alongside your CRM and phone numbers.
Launch
AI call & text, IVR, pipelines, and your managed assistant go live — branded to you.
Grow
Optional ads fill your pipeline while we track every lead, call, and conversion.
Choose Your Plan. Add What You Need.
No long-term contracts. Every plan is backed by our 14-day money-back guarantee — and your setup fee is waived when you start today.
Essentials
$997 setup (Waived if You Start Today)
Everything you need to capture, respond to, and convert every prospect.
- Advisor CRM workspace
- Business phone + IVR menu
- Unified inbox: SMS, email & web chat
- Prospect & client pipelines
- Review & reputation management
- Automated follow-up workflows
Pro · AI-Powered
$1,997 setup (Waived if You Start Today)
Everything in Essentials, plus AI that works your phones and follow-ups 24/7.
- Everything in Essentials
- Voice AI call handling, 24/7
- AI web, email & SMS responder
- Client nurture & reactivation
- Advanced client pipelines
- Reporting & conversion analytics
Custom
Tailored plan & pricing
For teams, RIAs & multi-advisor firms that need a custom build, added seats, or specialized services.
- Everything in Pro
- Multi-user / team setup
- Custom integrations & workflows
- Dedicated account management
- Volume & partner pricing
OneSpot EMVA™ — Elite Managed Virtual Assistant Placement
Add a trained, fully-managed assistant (think paraplanner / admin) to your team — without the hiring, payroll, or HR. We source, vet, train, supervise, and manage them. You just hand off the work.
- They're our team, not your payroll — no W-2, benefits, or employer liability
- We recruit, train, onboard & quality-control every assistant
- Underperforming? We handle coaching and free replacements
- Dedicated Account Manager · escalations answered within 24 hours
- Secure by default — MFA, password managers, no credential sharing
- Perfect for scheduling, prospect follow-up & client-service admin
for 40 hrs/week · scoped to your hours via a simple Statement of Work
Request a VA MatchOneSpot Ads Manager
Done-for-you qualified-prospect lead generation. Minimum ad spend $1,500/mo; we recommend $3,000/mo (~$100/day) for steady pipeline.
CRM Connect
Add-on when you want WealthAdvisorSolutions connected alongside an existing advisor CRM with smart lead routing.
All plans are month-to-month. Mix and match add-ons as your business grows.
Know Another Advisor Who Needs This? Get Paid — Generously.
Our best clients come from people who already trust us. So we share the upside. Refer an advisor or firm, and when they become a client, you both win.
Cash to you for every referral that becomes a paying client (after 60 days active).
Recurring — earn 5% of their monthly plan for as long as they stay. Real residual income.
Setup fee for the advisor you refer — their onboarding fee is waived as a thank-you from you.
No cap on referrals. Payouts begin once your referral completes 60 days as an active client.
Built for How Advisory Firms Actually Run
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"[Replace with a real quote — e.g. how client nurture surfaced new referrals, or what the managed assistant freed up.]"
↑ Placeholder quotes — swap in real testimonials before publishing.
Frequently Asked
Do I have to replace my current CRM?
How fast does it respond to new prospects?
Will the AI give financial advice?
What does the managed assistant do?
How is the advertising priced?
Am I locked into a contract?
The Financial Advisor's Prospect-to-Client Playbook.
Not ready to start yet? Grab our free guide — the exact follow-up and nurture systems top advisors use to book more qualified prospects and keep clients for life.
- The 5-minute rule that wins more qualified prospects
- Scripts that book more discovery & review meetings
- Client-nurture sequences that drive referrals
Ready now instead? See plans & get started →
Send Me the Free Guide
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