West Palm Beach Financial Advisors: AI Books 50% More Client Meetings
Financial planners, wealth managers, and investment advisors in South Florida are using AI receptionists to capture prospect inquiries and schedule consultations—growing AUM without adding staff.
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A prospect with $850K in investable assets calls your West Palm Beach advisory firm at 6 PM. Your office line goes to voicemail. They call a competitor who answers. You just lost a $340K AUM client.
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Qualifies prospects (assets, goals, timeline)
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Books initial consultation appointments directly
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Sends pre-meeting questionnaires via SMS
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Handles client service requests and account questions
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Bilingual support for South Florida's diverse market
A Jupiter firm added Luna and captured 11 additional clients in year one—adding $4.2M in AUM and $42K in recurring annual revenue.
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