“Do you work with people in my situation?”
Describe who you work with.
Share the client types and services on your website so prospects can see what you publish.
AI CONCIERGE FOR FINANCIAL ADVISORS
Introduce the practice.
Save the advice for the meeting.
ChatMySite explains the services, clients, and process you publish, asks your intake questions, and can book a consultation on a paid plan.
From $70.00 for 20 prepaid conversations. Voice and text included.
Your website conciergeVoice or text. A helpful place to start.
VisitorI’m self-employed. Do you work with people like me, or only with retirees?
ConciergeFieldnote’s services page lists both self-employed professionals and retirees. I can explain those published descriptions and how to request an introductory consultation.
Based on approved content
Who we work with
Who we work with
Answers from content you approveGuidance to your existing pagesVisitors take the next step
THE QUESTIONS BEFORE THE NEXT STEP
Less searching.
More understanding.
Explain your services and how a first conversation starts.
“What happens on an introductory call?”
Explain the first meeting.
Walk through the consultation format and published fees you approve. It does not recommend a product or a portfolio.
“Where do I reserve a time?”
Book the consultation you offer.
On paid plans, visitors book appointment types you connect through Calendly. Otherwise they leave a request for your team.
YOUR WEBSITE. YOUR KNOWLEDGE. YOUR VOICE.
A helpful welcome,
built around your business.
Share your website
Add your website address. We read your public pages and organize the information about your business.
Make the knowledge yours
Review client types, service descriptions, published fees, and consultation steps. Add anything missing, approve the content, and choose your concierge’s tone.
Add your concierge
Install one small script in your site’s shared layout. Visitors can ask questions by voice or text and find their next step.
A FEW GOOD QUESTIONS
Before you
get started.
Will it give financial advice?
No. It explains your services and process. Investment, tax, and planning advice stays in a consultation with your firm.
Can it book a consultation?
Yes, on paid plans with Calendly, for appointment types you choose. Otherwise it collects the request and notifies you.
Where do the answers come from?
Your public pages and the business information you approve. It does not invent performance, credentials, or fees.
How does pricing work?
Start with 20 prepaid conversations for $70. Voice and text are included, with no monthly platform fee and no scheduled expiration. Buy another pack whenever you need more conversations.
Give the next visitor
a helpful place to start.
Add your website and review what your concierge knows.