“I think someone got into my account”
“I need to wire money out today”
“I want to sell everything right now”
“My RMD deadline is tomorrow”
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Financial Advisory
Your callers need an answer.
You have work to do.
Give callers a helpful answer while you are with a customer, working with your team or away from the phone.
Kai is the secretary built into your business phone. Keep your number, choose when he answers, and teach him how your business works.
Hear Kai: 1 (417) 835-0402A starting point for your business
The questions depend on the call.
Go beyond a name and number. Choose which follow-up questions matter to your team, and adjust them to the services you offer.
- Area of interest: retirement-planning, investments, estate-planning, tax-planning, college-savings, insurance, other
- Did the caller ask for a specific advisor at the firm?
- Does the caller already have an account/relationship with the firm: yes, no, unsure
- How time-sensitive is this — today, this week, this month, no rush
- How they heard about the firm (referral, web, seminar, other)
- Email for confirmations or documents
Calls your team will recognize.
Use these examples to try your setup. Decide which requests need a quick handoff and which can wait for a callback. Response times and availability are yours to confirm.
“I need my statement for a loan application”
“I'm ready to open an account this week”
“Can my advisor call me back today?”
“I'd like to talk to someone about retirement”
“I have an old 401k to roll over”
“I'm looking for a financial planner”
“What services do you offer?”
“Do you have an account minimum?”
“How do your fees work?”
Price requests go to your team for confirmation. Kai can gather the details you need to prepare a quote. Appointment times, professional advice and commitments should follow the limits you set during setup.
A phone service that fits your day.
Keep your number
Customers keep calling the number they know. Forward unanswered calls to Kai, or set up your office phones and team.
Choose when Kai answers
Set your hours, no-answer handling and the people who should receive an urgent call. Your instructions decide the next step.
Know who needs you
Review call summaries and caller details in your dashboard. Connect the notification and scheduling tools your team uses.
Make it sound like your business.
Add your services, hours and common questions. Choose what Kai can answer, when your team needs to step in, and where call notes should go.
Prices and availability: Use the information you approve. When an answer needs confirmation, Kai collects the request for your team.
Sensitive questions: Set clear limits on advice and commitments. Clinical, legal and other professional decisions stay with your qualified team.
Before you forward calls: Make a test call, review what happened, and adjust your setup.
Put Kai on your phone.
Start with your business details. Choose a plan when you are ready.