The prospects you don't call back are worth more than the ones you do
Our AI front desk answers every prospect call in under 8 seconds, qualifies AUM, and books your discovery meeting. Live in 14 days for financial advisors.
Hear it answer like it would for your shop. 60 seconds. No signup.
Built on Twilio + OpenAI + ElevenLabs · Bilingual EN/ES · Kingman, AZ · Live in 14 days or build is free
Right now your financial advisors business is leaking money in 4 places:
The $500K prospect who called once
A $500K rollover prospect called your office at 4:45 PM. You were in a client review. They called the next advisor on Google.
Seminar follow-up decay
You spent $3,000 on a dinner seminar. Half the attendees called your office the next day. Your CSA was at lunch.
The compliance bottleneck
Your assistant is too busy scanning paperwork and filing compliance docs to answer the phone.
After-hours window shoppers
Prospects research advisors after dinner. They call at 7 PM. Nobody answers until tomorrow.
How it actually works (no jargon)
Your phone rings on your existing number. Nothing changes for your customers.
If nobody picks up in 2 rings, our AI answers in a voice you pick (male/female, tone, accent).
It asks 4 questions tailored to your industry: Are you looking for retirement planning, wealth management, or something else, Approximate portfolio size, Current advisor situation, Best time for a 15-minute discovery call.
It books straight into Wealthbox, Redtail, Salesforce Financial.
You get a text with the booking. If the AI doesn't know something, it texts you and lets you take over.
Built on Twilio (phone), OpenAI/Anthropic (brain), ElevenLabs (voice). Bilingual English/Spanish standard. TCPA-compliant build.
What gets booked
Every prospect call answered and AUM pre-qualified
Discovery meetings booked directly to your calendar
Seminar attendee follow-ups captured same-day
Why business owners trust us
Wylie Stevens
Founder, AI Peak Biz
Kingman, AZ
wylie@aipeakbiz.com · 903-556-3596
“This AI receptionist has been a total game changer for our business. No more missed calls. No more overwhelmed staff. Every call is answered instantly and professionally, even after hours.”
Danni O.
“Wylie has been on top of design, testing new features, and paying attention to make sure everything works properly. The bot holds conversations very well and gathers helpful information before I ever have to talk to a customer.”
Bryan J.
“Wylie is a true professional on all levels! His company helped our marketing efforts in ways originally hard to imagine! The services this company offers is vast and honest, no hard sell, great guidance!”
John E.
“Wylie does a great job on websites helps you with anything.”
Brian D.
“Our church has benefited tremendously by using AI Peak Biz. Highly recommend it!”
Barb E.
Sample call
Hi, I'm retiring next year and I have about $600K in my 401(k). I'm looking for someone to help me roll it over.
Congratulations on the upcoming retirement. You're in the right place. Our advisor specializes in rollover planning for folks in exactly your situation. Can I book a 15-minute discovery call so he can walk you through the options?
Sure, what's available?
I have Thursday at 10 AM or Friday at 2 PM. Which works better? And I'll send you a confirmation text with the meeting details right after we hang up.
We're a Kingman, AZ shop with 5 Google reviews. We'd rather earn yours than fake fifty. Call our AI yourself — you'll know in 60 seconds.
FINRA 2210/3110 compliant scripts. SEC Marketing Rule (206(4)-1) safe. Reg BI disclosures respected. All calls recorded and archived per Rule 204-2 for books and records retention.
Our guarantee (in plain English)
Live in 14 days or your build fee is free.
If you don't get 5 qualified discovery meetings booked with $250K+ AUM prospects in your first 30 days, your next month is on us.
Month-to-month after the build. No 12-month lock-in.
We only work with financial advisors shops doing $40K+/month. If you're not there, we'll tell you and refund.
What it costs
Essentials
$4,997
deployment
+ $997/mo management
Growth
$7,997
deployment
+ $1,497/mo management
Peak
$14,997
deployment
+ $2,497/mo management
The goal of this page isn't to close — it's to let you hear the AI yourself and decide if it's worth a 15-minute conversation.
A note from Wylie
Frequently asked questions
I personally build every account. I take 4 new shops per month.
Tax season drives rollover activity Jan–Apr. Build now, capture every 401(k) call before April 15.
At $150-$500 per lead and $75,000 LTV (1% of $500K AUM) average job value, every week you wait is money walking out the door.