Turn Prospects Into Booked Appointments. Scale Your Practice.
Built for financial advisor and wealth management agencies. Power dialing through prospect lists, AI qualification, and automated meeting scheduling.
You're Buying Prospect Lists. Your Advisors Are Dialing 50 Per Day.
Financial advisors buy seminar leads, mailer responses, and digital leads. Manual dialing means 40-50 calls per day. Prospects go cold within 24 hours. Compliance concerns slow everything down even further.
Here's what's happening:
- ✗Manual dialing: 40-50 calls/day per advisor. Can't work the volume.
- ✗Prospects respond to seminar invite but get called 3 days later.
- ✗No systematic qualification. Time wasted on prospects with no assets.
- ✗Compliance requires call recording but manual setup is a nightmare.
Your prospect lists aren't bad. Your follow-up speed and volume are. Hot Prospector fixes it.
How Hot Prospector Works for Financial Services
Speed to Lead: <3 Minutes
Prospect submits a webinar registration or mailer response. Hot Prospector routes to advisor within 3 minutes. Strike while interest is high.
Power Dialer (300+ Dials/Day)
Burn through prospect lists at scale. Automatically dials one lead at a time, zero downtime between calls. Optional 3-line parallel mode for maximum volume. Advisors stay on live conversations with qualified prospects, not listening to voicemail.
AI Qualification Screening
AI analyzes calls for qualification signals: investment timeline, assets under management, retirement concerns, urgency. Prioritizes hot prospects for advisor follow-up.
Appointment Confirmation + Reminder
Book the meeting in GHL. Hot Prospector auto-sends SMS confirmation + reminder sequence. Reduce no-shows and maximize advisor calendar utilization.
Call Recording for Compliance
Every call recorded automatically. Meet FINRA and SEC requirements with zero manual work. Store and retrieve recordings for audits.
White-Label Reporting
Track dials, qualified prospects, appointments booked, and assets under management brought in. Show ROI to practice leadership.
Manage All Your Financial Services Clients in One Platform
Campaign dashboard gives you bird's-eye view of every client's performance
White-Label Reports Your Financial Services Clients Actually Understand
Branded portals show ROI for your financial services clients
What Financial Services Clients Are Saying
In a two-and-a-half hour span, Hot Prospector got over 70 phone calls. I built a four-person call center using the software and dialogue. The revenue I've created has been huge — I've had a great year because of Hot Prospector.
Dan Krynzel
Owner, North American Financial
70 calls in 2.5 hours
Typical Results for Financial Services Agencies
- • Manual dialing: 40-50 calls/day
- • 10-15% contact rate
- • 8-10 appointments/week
- • No systematic qualification
- • Manual compliance recording
- • Power dialing: 300+ calls/day
- • 30-40% contact rate
- • 25-30 appointments/week
- • AI qualification screening
- • Automatic compliance recording
See Hot Prospector Live with Financial Services Workflows
Book a demo. We'll show you real advisor campaigns, AI qualification screening, and compliance-ready call recording.
Scale your practice with confidence. Compliance included.
"Hot Prospector gave us the volume we needed with built-in compliance. Our appointments tripled and we sleep better at night."
— Thomas W., Wealth Management Partner