For financial advisors & RIAs
Every referral answered. Every discovery meeting and annual review on the calendar.
You're in client meetings most of the day, and a referred prospect who reaches voicemail may keep looking. Selectlogiq answers the calls and inquiries you can't take, books discovery meetings, keeps annual reviews on the calendar and stays in touch with prospects who aren't ready yet — all within the rules your firm sets. An experienced team sets it up and runs it with you.
New prospect
3 new
Discovery meeting
2 active
Plan presented
4 this week
Onboarded
—
Annual review
—
What changes
What financial advisors owners get back
Referrals reach you, not your voicemail
A client refers their brother-in-law who just sold his business. He calls on a Saturday. He gets an answer, a few intake questions and a discovery meeting on your calendar before he talks to anyone else.
Prospects who aren't ready stay in touch
The pre-retiree who's still a few years out, the couple waiting on an estate to settle — they hear from you on a schedule your firm approves, so you're the advisor they call when the time is right.
A review calendar that fills itself
Annual reviews get booked and confirmed without your assistant playing phone tag, and clients show up with the statements you asked for.
A day with the system running
Saturday, 11:00 AM
A referred prospect calls while you're at your kid's game. They're answered, asked what prompted the call and who sent them, and booked into a discovery meeting on Monday.
Review season
A full slate of annual reviews needs scheduling. Clients get an invitation with your open times, pick one and get reminders, and your assistant stops chasing calendars.
Month 8 with a pre-retiree
They weren't ready last fall. A check-in your compliance team approved lands at the right time, and the next meeting goes on your calendar.
The work it books for you
Trained on the financial advisors jobs you actually sell, so every call is sorted and booked into the right slot, the way you want it.
- Retirement planning
- 401(k) rollovers
- Wealth management
- Comprehensive financial planning
- Tax-aware planning
- Estate planning coordination
- Business owner & exit planning
- Stock options & equity comp
- Education planning
- Insurance & annuity reviews
- Life transitions
The system, mapped to financial advisors
Two systems, one loop. Capture & Convert covers the first three steps; Reputation Manager covers the fourth.
- 1
Answer
Prospect and client calls answered 24/7
Capture & Convert
- 2
Follow up
Prospect follow-up on a schedule your firm approves
Capture & Convert
- 3
Book & remind
Discovery meetings and annual reviews booked, with reminders
Capture & Convert
- 4
Review
Review requests only where your firm's rules allow them
Reputation Manager
Growth playbook
The Financial Advisors Playbook
5 plays built for how advisory practices actually grow — referrals, long decisions and the client meetings that keep relationships strong. Every script is built around your firm's rules.
01 Turn every referral call into a discovery meeting
New clients often come through a client referral or a CPA or attorney partner, and they tend to call once. The system answers every call and web inquiry, asks the intake questions you choose — who referred them, what prompted the call, what kind of help they want — and books a discovery meeting on your calendar. It gives no investment advice and makes no recommendations. Those conversations stay with you.
Plays we set up
- Every prospect call answered, evenings and weekends included
- Referral source and reason for calling captured
- No investment advice — those questions go to you
- Client referral
- Discovery set
- CPA referral
- Discovery set
- Web inquiry
- Callback requested
02 Stay in touch through a long decision
Moving a life's savings to a new advisor takes time. Prospects wait for a bonus, a retirement date or a spouse to be on board. The system follows up with messages your firm has approved, on the schedule you set, and hands the conversation to you the moment they're ready to meet again. Nothing goes out that your team hasn't signed off on.
Plays we set up
- Follow-up using messages your firm approves
- Check-ins timed to the prospect's own milestones
- Handed to you the moment they're ready to talk
03 Keep the annual review calendar full
Annual reviews keep clients close, but scheduling them eats your team's week. Clients get an invitation with your open times, book the slot that works, and get reminders by text and email before the meeting — with a note on what to bring, like recent statements or a new tax return. Fewer empty chairs, less phone tag.
Plays we set up
- Annual and semi-annual review invitations
- Reminders with what to bring
- Reschedules handled without phone tag
You don’t have to build any of this. Every play comes set up, and our team tunes it to your business with you in your first week.
Hear it answer a call04 Ask at the right moment — only if your rules allow it
Reviews and testimonials for advisors come with rules that depend on how your firm is registered and supervised. If your compliance team approves them, Reputation Manager sends the request at a moment you choose — say, after a financial plan is delivered — with the wording and disclosures your firm provides. Every client gets the same chance to review. If your firm doesn't allow reviews, we leave this off.
Plays we set up
- Requests only if your compliance team approves
- Timed to a moment you choose, like plan delivery
- Replies drafted in your voice, for you to review, edit or turn off
★★★★★
“They helped us plan the move into retirement and explained every step.”
Client · sample
Reply drafted ✓05 Get found when someone searches for an advisor
People search "financial advisor near me" before a big move — a retirement, a rollover, an inheritance — and they look for someone local and established. A complete Google Business Profile — the right category, your services, your office hours and location — is what puts your practice in that list.
Plays we set up
- Google Business Profile optimization — available now
- Listings cleaned up so your name, phone and website match everywhere
- New Visibility tools included as they launch — early adopters
Sample Wealth Partners
★★★★★ sample
Financial planner · Open now · La Jolla, CA
Profile complete ✓Conversations, names and reviews in the panels above are sample data, not client results.
It talks like your business
During setup we train the system on your services, your prices, your rules and the words your customers actually use. For financial advisors, that means it’s at home with:
- discovery meeting
- AUM
- fiduciary
- RIA
- broker-dealer
- rollover
- annual review
- financial plan
- risk tolerance
- asset allocation
- RMDs
- Roth conversion
- centers of influence
- household
- compliance review
- custodian
Keep the software you already use
Selectlogiq handles the front end — calls, texts, follow-up, reminders and reviews. Your job, booking and accounting software stays where it is. Here’s how we fit with the tools financial advisors businesses use most.
Wealthbox
Connects through ZapierCRM for financial advisors
Redtail CRM
Connects through ZapierCRM for financial advisors
eMoney
Runs alongsideFinancial planning software
Keep building plans there; nothing changes.
RightCapital
Runs alongsideFinancial planning software
Keep building plans there while we handle calls, follow-up and scheduling.
Nitrogen
Runs alongsideRisk tolerance and portfolio analytics
Keep running risk assessments there; nothing changes.
Zoom
Connects through ZapierVideo meetings with clients
Calendly
Connects directlyOnline scheduling for discovery meetings
Booked meetings land in the same system.
Outlook Calendar
Connects directlyCalendar and email
Discovery meetings and reviews book straight into it.
“Connects directly” means a built-in integration. “Connects through Zapier” means the tool has a public Zapier app; that can require a Zapier account of your own, and we set it up with you. “Runs alongside” means there’s no public connector, so we work next to it and send your team the details.
Connects directly with
What it can replace
- A separate answering service
- A missed-call text-back app
- A website chat widget
- An appointment-reminder app
- A review-request app
- A contact spreadsheet or basic CRM
Run the whole playbook without hiring anyone.
Everything above comes with Capture & Convert and Reputation Manager — set up with you by an experienced team and backed by live humans 24/7.
No contracts · No setup fee · Cancel anytime
Questions from financial advisors businesses
Does this fit my firm's compliance rules?+
Your industry's rules on texting, recordkeeping and advertising still apply to everything the system says and sends. Check with your compliance lead before anything goes live. Our team builds the scripts, follow-up and any review requests around your firm's rules. We make no compliance claims on your behalf.
Will it give financial advice?+
No. It answers the questions you've approved, like office hours and how a first meeting works, and books meetings. Anything about investments, products or recommendations goes to you.
Do I have to leave Wealthbox or Redtail?+
No. Both connect through Zapier, so new prospects and meetings can move between them. Keep your planning software too.
Can it schedule annual reviews across my whole book?+
Yes. Clients get an invitation with your open times, pick a slot and get reminders. You choose how often and when.
Does it work in Spanish?+
Yes. It handles English and Spanish, including callers who switch between the two mid-call.
More professional, financial & real estate playbooks
Real Estate Agents & Teams
Sign calls and portal leads answered while you're at a showing, and someday leads still yours when someday comes.
Mortgage Brokers & Loan Officers
Rate-shoppers get a fast answer, and pre-approved buyers come back to you when they write the offer.
Insurance Agencies
Quote requests answered while your team is on other calls, and open quotes followed up until they bind.
Accountants & Bookkeepers
Tax-season calls answered, new clients booked for after the rush, and reviews asked for once the return is filed.
Law Firms & Attorneys
Potential clients reach your firm instead of the next result, and consultations actually show up.
Consultants & Coaches
Good-fit prospects book discovery calls, proposals get followed up, and client wins show up in your reviews.
Your next lead is calling right now. Let us make sure someone answers.
Book a 30-minute call. We will show you exactly where you are leaking money and how fast we can plug it. No pitch, no pressure — if it is not a fit, we will tell you.
Rather hear it first? (619) 859-7171 — it answers 24/7.
Pick a time that works
Select a 30-minute consultation window directly on our calendar.
Zero pressure: 30 minutes focused on your phone process & lead intake.
Live demonstration: Hear how the AI system answers and books appointments — or try it yourself right now.
Live in as little as 72 hours: We build everything around your existing business. Texting follows once the carriers approve it.
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