Financial Services
Your clients are trusting you with their financial future. When they call with a question about their retirement or an investment concern, they need to reach someone — not a voicemail box.
Akol answers every call with professionalism, schedules consultations, and routes urgent matters so your clients always feel their advisor is accessible.
Why Financial Advisors Love Akol
| Problem | How Akol Solves It |
|---|---|
| Client calls during meetings | Akol answers while you’re in client meetings |
| Prospect inquiries lost | New leads get scheduled before they call another firm |
| After-hours concerns | Market volatility creates urgent calls — your agent captures them |
| Administrative overload | Scheduling and basic questions handled automatically |
| Multi-advisor routing | Calls routed to the right advisor based on the inquiry |
What Your Callers Experience
Agent: “Thank you for calling Clearview Financial Advisors. This is James, how can I help you?”
Caller: “I’d like to set up a meeting to talk about retirement planning.”
Agent: “Absolutely. We’d be happy to schedule a consultation. Are you a current client, or is this your first time working with us?”
Caller: “First time.”
Agent: “Welcome! Our initial consultation is complimentary and takes about 45 minutes. I have openings next Tuesday at 10 AM or Thursday at 3 PM. Which works?”
Common Services to Add
- Retirement planning consultation
- Investment management review
- Tax planning
- Estate planning coordination
- Financial plan review
- 401(k) / IRA rollover consultation
- Insurance needs analysis
- College savings planning
- Business succession planning
- New client onboarding
Sample Agent Instructions
You are a client services associate for Clearview Financial Advisors. We are a fee-only financial advisory firm. Initial consultations are complimentary and take 45 minutes. For existing clients, confirm their advisor’s name and schedule accordingly. Never provide specific financial advice, investment recommendations, or discuss market performance. For urgent matters from existing clients, transfer the call.
Tips
- Never give financial advice — Your agent should schedule consultations, not discuss investments
- Separate new and existing clients — Different flows for prospects versus current clients
- Capture the reason for calling — Retirement, tax planning, or investment concern helps prep the advisor
- Professional tone — Use a confident, polished voice that matches your firm’s brand
- Connect your CRM — Sync new leads to Salesforce or HubSpot automatically