Close more AUM.
Deepen every relationship.
Win on advice, not price.
Your AI agent built for financial advisors — handle fee objections, articulate your value clearly, and convert prospects into long-term managed accounts.
What financial advisors closers get day one.
Fee objection handler — turn '1% is too much' into a value conversation with ROI math on advice, tax optimization, and behavioral coaching.
Robo-advisor rebuttal — data-backed responses that highlight what algorithms miss: life planning, tax strategy, estate coordination, and real relationships.
Discovery call coach — the right questions to uncover a prospect's real financial fears, goals, and decision timeline in the first meeting.
AUM consolidation playbook — scripts to bring over outside accounts: 401(k) rollovers, held-away assets, and inherited portfolios.
Fiduciary conversation — articulate your fiduciary obligation clearly and why it matters for their financial future.
Retirement income scripts — make complex drawdown strategies feel simple and confidence-building.
Referral request framework — turn satisfied clients into a consistent flow of qualified introductions.
Annual review cadence — structured touchpoints that deepen relationships and uncover new AUM opportunities.
What this looks like when a prospect questions your fee.
Prospect just got a proposal from a robo-advisor charging 0.25%. They forward it to you with one line: 'Why should I pay you 1%?' You have one email to keep this conversation alive.
You open Deal Clozr on your phone. Type: Prospect comparing 1% AUM fee to 0.25% robo-advisor. Needs justification.
The agent builds a personalized value comparison — tax-loss harvesting examples, estate coordination, behavioral coaching during volatility, and the real cost of algorithmic advice during a downturn. Gives you a response email ready to send.
Prospect responds. They set a second meeting. You close $850K in new AUM.
$29.99 per rep, per month.
Works with Redtail, Wealthbox, Salesforce, and your existing CRM. No integration fees.
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