01
What prompted you to reach out now?
A job change, an inheritance, a sale of a business — the triggering event tells you the work, the urgency, and the conversation to prepare for.
For financial advisors
The rollover question
at 9:12pm.
Nobody emails a financial advisor on a whim. A job changed, a parent passed, a 401(k) statement finally scared them — and tonight they wrote to two or three advisors whose names they'd been sitting on for months. Published benchmarks say the median firm answers in 42 hours. The trust goes to whoever answers first, carefully.
The moment they finally write is the moment to answer
Advisory clients don't shop the way software buyers do. They wait — sometimes years — for a life event to force the question, and when it does, they write to a shortlist the same evening. The first advisor whose reply sounds prompt, personal and careful gets the first meeting, and the first meeting usually gets the relationship.
The economics of missing that window are brutal in this business: one household relationship is worth years of fees, and the inquiry cost you real money in SEO, referrals-cultivation or advertising. Yet published benchmarks put the median first response at 42 hours, and 63% of companies take longer than an hour.
LeadsApp answers the moment the inquiry arrives, in your voice, carrying your firm's required disclosure wording. It asks what prompted the search, what kind of help they're looking for, and how to reach them — and it never strays into advice, product talk, or promises about performance. Every draft waits for your approval by default.
42h
Median time for a business to answer a new inquiry at all
9x
Higher lead-to-opportunity conversion when the reply lands inside five minutes
63%
Of companies take longer than an hour to reply to a new inquiry
Published industry benchmarks — not our own data
The intake questions it actually asks
Yours, in your wording — these are examples of the shape. It asks one or two at a time, because someone who just wrote three careful paragraphs about their retirement does not want a form back.
02
What kind of help are you looking for — a full plan, a second opinion, or help with something specific?
Scope, in their words. A one-time plan and an ongoing advisory relationship are different meetings.
03
Are you currently working with an advisor?
A switcher conversation and a first-timer conversation start in different places, and it's better to know before the call.
04
Is there a date attached to any of this — a 401(k) rollover window, an option grant, a closing?
Deadlines change the queue. Anything time-boxed is flagged so it doesn't sit behind routine inquiries.
05
Roughly what stage are you at — early career, approaching retirement, already retired?
Lets you route to the right person and prepare without asking anyone to type a number they're not ready to share.
06
What's the best way to reach you for a first conversation?
So the follow-up happens once, on the channel they actually answer.
Example — not a real client
What this looks like in your inbox
An illustration we wrote, not a customer message. Everything in [brackets] is pulled from the business profile you fill in during setup — the AI states nothing it wasn't given.
Website contact form — Tuesday, 9:12pm
I'm 58 and just took a package from my employer after 22 years. I have a 401(k) I need to do something with, some company stock, and honestly no idea what order to do any of this in. My neighbor mentioned your firm. Is this something you help with?
Draft reply — waiting for your approval
Thank you for writing, and congratulations on the milestone — 22 years is a career to be proud of. This is an automated first reply from [Firm name], and just so it's said plainly: nothing in this email is investment, tax or legal advice. [Advisor name] will review what you've sent personally.
You're describing exactly the kind of transition work we do. Two quick questions so the first conversation is useful:
1. Is there a deadline attached to any of it — a rollover window, or a date your package terms mention?
2. Would a call or a video meeting suit you better for a first conversation?
You'll hear from us [within the timeframe you've set in your profile].
— [Firm name]
90
Hot
Why: A named triggering event (separation package), assets in motion (401(k), company stock), a referral source, and an explicit ask for help — inside your stated service area.
Read the reply again: it never says what to do with the 401(k), never mentions a product, never predicts anything. It acknowledges, discloses, asks two useful questions, and gets out of the way — because the advice is the advisor's job.
What it will never do for an advisory firm
An AI answering for a regulated business has one job — respond fast, gather facts, and hand the conversation to you. Everything below is a hard line, and review-before-send is the default, so you can read every word before it leaves the building.
- Never gives investment, tax or legal advice. It won't say what to do with a rollover, an option grant, or a windfall — not even in general terms.
- Never recommends, names or compares products, funds or strategies.
- Never predicts or promises performance, and never characterizes past results.
- Never states fees, minimums or services you didn't put in the firm's profile — and never invents credentials or registrations.
- Carries your disclosure wording on every first reply, exactly as you wrote it — this is your compliance language, not ours.
- Escalates instead of replying when a message asks for advice on a live decision, mentions moving money on a deadline, or reads like an existing client with an urgent request. Those go to a human, that day.
- Never contacts anyone who didn't contact your firm first.
The next life event writes to three advisors.
Point your website's contact form at LeadsApp, or forward the inbox it already emails. The next inquiry gets a careful, disclosure-carrying reply within a minute — and you approve every word until you decide otherwise.
Free on 25 leads a month, no card · $149 for 250 · $299 for 1,000 · $499 unlimited
Every account also includes the free contact toolkit — search 136M+ US and Canada B2B contacts and verify any email, from the web or your own agents.
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Your next client
is waiting. Reply.
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