Referrals aren't enough. Cold calling is dead. Now what?
Sam starts warm conversations with your ideal clients, professionals approaching retirement, business owners with liquidity events, executives who need wealth guidance. Professionally.
Nothing charged for 14 days • Cancel anytime
The modern advisor's challenge
Cold calling doesn't work anymore
People don't answer unknown numbers. Compliance limits what you can say. The old prospecting playbook is obsolete.
Referrals are great, but inconsistent
Happy clients recommend you... sometimes. You can't build a business on "sometimes." You need predictable prospect flow.
Your ideal clients are hard to find
Pre-retirees, business owners with exits, executives with complex needs, they're out there, but how do you reach them?
Prospect professionally, on your terms
Find your ideal clients
Sam identifies professionals matching your target profile, by career stage, industry, company size, and signals of wealth events.
Start trust-based conversations
Sam reaches out with messages that position you as a resource, not a salesperson. Warm, professional, relationship-focused.
Build relationships over time
Financial decisions take time. Sam nurtures relationships with relevant touchpoints until they're ready to have a serious conversation.
Growing your practice
| Seminars/Events | Lead Services | Sam | |
|---|---|---|---|
| Monthly Cost | $2,000-5,000 | $500-2,000 | $99 |
| Lead Quality | Variable | Often cold | ✅ Targeted |
| Your Voice/Brand | ✅ | ❌ Shared leads | ✅ |
| Relationship-First | ✅ | ❌ Transactional | ✅ |
| Consistent Prospecting | ❌ Event-driven | ❌ Depends on service | ✅ Daily |
| Compliance-Friendly | Training needed | Risk of issues | ✅ Your control |
Questions advisors ask
Sam is InnovareAI's AI Sales Manager for financial advisors. He finds prospects, starts conversations on LinkedIn and email, follows up, and drafts the replies. You approve the list, the campaign and every reply. Plans start at $99 a month after a 14-day free trial.
Yes. Sam drafts messages for your review, and you approve the list, the campaign and every reply. Review each message against your firm's requirements before approving it.
Sam targets by job title, company size, career tenure, and industry. Filter for executives at mid-to-late career stages, business owners, or professionals at companies with recent liquidity events.
The opposite, if done right. Sam sends personalized, value-focused messages that position you as a resource. No mass templates, no spam tactics, no desperation.
You define who you want to reach. Sam builds a prospect list and drafts personalized messages for your approval, so you can start conversations under your own name.
Financial decisions take time. Sam nurtures relationships with relevant touchpoints until timing aligns. Some of your best clients will come from 6-12 month nurture sequences.
Build your practice without compromising your professionalism.
Start free trial. Warm conversations with your ideal clients, with your approval.
✓ Compliance-friendly approach • ✓ Cancel anytime • ✓ No charge for 14 days