💼 Built for Financial Advisors & RIAs

A prospect with $500K to invest just visited your site.
They had one question. Nobody answered.

An AI agent that answers questions about your services, fiduciary approach, and fee structure — then books the discovery call. Every after-hours visitor is a potential $500K+ relationship.

Deploy Your AI Agent — Free Get Lifetime Deal — $59

Why financial advisors need AI chat

🌙

HNW Prospects Research at Night

High-net-worth individuals research financial advisors after work. Your website is a brochure when it should be a conversation.

🤝

"Are You a Fiduciary?"

The #1 question prospects ask. If your website can't answer it instantly, they assume you're not and move on.

💎

Each Client = $10K+/Year in Fees

A $1M AUM client generates $10,000/year in management fees. One missed prospect costs you a decade of revenue.

The ROI is obvious

Based on industry averages for financial advisors

Your hourly rate$300/hr
Average new client value$10,000
ChatForge monthly cost$97/mo
Cost of a client services associate$4,000-6,000/mo
Leads needed to break evenJust 1
Annual savings vs CSA / paraplanner$46,836+/yr

3 ways financial advisors use ChatForge

1️⃣

Discovery Call Booking

AI qualifies prospects by investable assets, goals, and timeline — then suggests booking a discovery call.

2️⃣

Fiduciary & Fee Transparency

Answers the trust-building questions prospects have: fiduciary status, fee structure, minimums, investment approach.

3️⃣

Retirement Planning Q&A

Engages prospects researching retirement, 401k rollovers, and wealth transfer — your highest-value conversations.

ChatForge vs hiring a client services associate

The math speaks for itself.

Feature
ChatForge
CSA / paraplanner
Monthly cost
$97/mo
$4,000-6,000/mo
Available hours
24/7/365
Business hours only
Response time
1.2 seconds
Minutes to hours
Handles multiple visitors
Unlimited simultaneous
One at a time
Never calls in sick
Never
PTO, sick days, turnover
Learns your business
Instantly from your website
Weeks of training
Lead capture
AI-driven, automatic
Manual, inconsistent
Setup time
60 seconds
2-4 weeks to hire + train
"A prospect with $800K messaged at 9pm asking if we're a fiduciary. The AI answered perfectly and booked the call. That's a $8K/year client."
— Lead Advisor, Wealth Advisory Partners

Try it right now

Click the chat icon in the bottom right to talk to a real ChatForge AI agent trained for financial advisors.

Ask it anything — it's trained on real financial advisors content.

Ready to stop losing leads?

Setup takes 60 seconds. No credit card. No contracts. Your AI agent starts working immediately.

Start Free — Deploy in 60 Seconds Lifetime Deal — $59 (limited)