Recruitment & Screening Calls Solutions for Financial Planning Firms

{"faqs":[{"answer":"Dialer software is a tool you still have to staff, run, and monitor yourself — a part-time recruiter adds salary and management overhead. With us, you buy campaigns that we run for you, with no per-seat charges, no platform bill, and no minimums you did not choose. Calling starts at 9¢ per connected minute with the rate locked for the campaign, and you get a named outcome report showing exactly what happened on every call.","question":"Why choose a managed calling service instead of hiring a part-time recruiter or using dialer software?"}],"steps":[{"step":"1","title":"Define the Goal and Quote the Campaign","gradient":"from-orange-500 to-red-500","description":"Start with 'What do you need the call to accomplish?' — confirm interest, screen credentials, or schedule interviews. We scope one clear outcome and quote the whole campaign, including setup and management fees, before anything launches."},{"step":"2","title":"Approve List, Script, and Escalation Path","gradient":"from-yellow-500 to-orange-500","description":"We review your candidate list's source, consent records, and calling windows, then build the script, disclosure, opt-out handling, and escalation path. Nothing launches until you approve."},{"step":"3","title":"Launch, Monitor, and Route Outcomes","gradient":"from-green-500 to-emerald-500","description":"Calls run in approved windows with outcomes monitored in real time. Interested candidates transfer to your team live or land in your CRM, and you get a full outcome report with disposition codes and routed follow-up requests."}],"ctaText":"Plan My Campaign — get a free recruitment campaign review and a full quote before launch. Calling from 9¢ per connected minute.","eyebrow":"Recruitment & Screening Calls","benefits":[{"icon":"Clock","title":"Screen Candidates Without Losing Billable Hours","gradient":"from-emerald-500 to-teal-500","description":"Advisors already work more than 40 hours a week meeting clients evenings and weekends. Our managed recruitment and screening campaigns run against your approved, permissioned candidate list — one clear goal per campaign, quoted before launch — so senior advisors and your ops lead never pause client work to dial candidates. Qualified candidates route straight into your CRM with per-call notes, and hot candidates transfer to your hiring team live.","proof_point":"Managed service — you buy campaigns that we run for you, from 9¢ per connected minute, with the rate locked for the campaign."},{"icon":"Shield","title":"Compliance-Forward Calling You Can Defend","gradient":"from-blue-500 to-purple-500","description":"Recruiting for a regulated firm means every touchpoint needs to be defensible. AI-generated voices are treated as artificial voices under the TCPA with prior express consent required. Every call includes AI disclosure, keyword opt-outs (STOP and REVOKE), and DNC requests honored across all campaigns and carried into your DNC records — so your candidate outreach holds up to the same scrutiny as your client communications.","proof_point":"AI disclosure on every call; opt-outs logged and honored immediately; list source and consent records checked before any campaign launches."},{"icon":"Target","title":"Real Outcomes, Not Invented Numbers","gradient":"from-cyan-400 to-purple-400","description":"You receive a named outcome report with disposition codes — confirmed, qualified, opted out, no answer — plus per-call notes and follow-up requests routed back to your team. We report what actually happened, no invented numbers, so your hiring team only spends time on candidates worth a second conversation instead of burning evenings on dead-end screens.","proof_point":"Deliverables include a dispositioned contact list, outcome counts, routed follow-ups, completion/coverage report, and opt-out and DNC logs."}],"features":["Recruitment & Screening campaigns that confirm interest, qualify candidates, and route follow-ups to your hiring team","Speed-to-Lead Follow-Up Calls that reach new candidate leads within minutes inside approved windows, with after-hours leads queued for the next business day","Hot candidates transfer to your team live or land in your CRM and scheduling tools automatically","Named outcome reports with disposition codes, per-call notes, opt-out and DNC logs, and a completion/coverage report","Multi-Language Outbound Campaigns — Spanish is the most common — to reach a wider candidate pool","Keyword opt-outs (STOP and REVOKE) honored immediately and carried into your DNC records across all campaigns"],"headline":"Hiring for Your Financial Planning Firm Without Drowning in Screening Calls","problems":[{"icon":"Users","stat":"100,000 advisor shortage by 2034","color":"from-red-500 to-pink-500","title":"A 100,000-Advisor Shortage Is Coming — and Your Firm Can't Out-Call It","description":"By 2034, US wealth management firms could face a shortage of roughly 100,000 financial advisors, per McKinsey. For a financial planning firm averaging just 8 employees and $424 million in AUM, that means every CFP-track hire matters more — but nobody on your team has hours to spend working a candidate phone list between client reviews and portfolio rebalancing."},{"icon":"TrendingUp","stat":"26% unsure of succession plans","color":"from-orange-500 to-yellow-500","title":"Retiring Advisors, No Succession Plan, No Bandwidth to Screen Successors","description":"Over the next decade, 105,887 advisors plan to retire, and 26% are unsure of their succession plans, according to Cerulli Associates. That leaves firms with looming client transition gaps — book-of-business handoffs, Form ADV updates, client introductions — and zero internal bandwidth to call and screen successor candidates before relationships walk out the door."},{"icon":"DollarSign","stat":"150-200% of salary to replace an advisor","color":"from-yellow-500 to-green-500","title":"Turnover Costs Crush Small RIAs — Replacing an Advisor Runs 150–200% of Salary","description":"Replacing a skilled adviser or operations leader can cost 150–200% of annual salary, and with a 72% rookie advisor failure rate, small firms keep churning junior hires. When your RIA has fewer than ten people handling holistic financial advice for hundreds of fee-based advisory relationships, every hour spent phone-screening candidates is an hour pulled away from clients who generate revenue."}],"quickWins":["Use Recruitment & Screening campaigns to pre-qualify CFP-track candidates against your permissioned list before any senior advisor spends a minute on the phone — outcomes routed straight into your CRM with per-call notes.","Pair recruitment campaigns with Customer Onboarding Check-In Calls at day-7 and day-30 milestones to support rookie advisor ramp-up and reduce early attrition during the critical first months."],"subheadline":"My AI Call Center runs structured, managed recruitment and screening calling campaigns against your approved candidate lists — from 9¢ per connected minute — so your RIA can find and qualify advisor talent without pulling senior staff off client work.","problemTitle":"The Talent Shortage Squeezing Financial Planning Firms","testimonials":[{"quote":"We were trying to screen advisor candidates between client meetings and it just wasn't happening. They ran a structured recruitment campaign against our permissioned candidate list, and every qualified lead landed straight in our CRM with notes attached. Hot candidates transferred to us live during approved calling windows.","title":"Managing Partner, RIA Firm","author":"Dana Whitfield","business_type":"Financial Planning Firm"},{"quote":"What sold us was the list discipline. They checked our consent records before launch and told us plainly the list would support the campaign. Nothing launched until we approved the script, the AI disclosure, and the escalation path — which matters when you're recruiting under the same compliance lens you apply to clients.","title":"Director of Operations, Wealth Management Firm","author":"Marcus Oyelaran","business_type":"Financial Planning Firm"},{"quote":"The outcome report showed exactly what happened — confirmed, qualified, no answer, opted out. No fluff, no invented numbers. Our hiring team only spent time on candidates worth calling back, which is huge when you're a small firm racing a talent shortage.","title":"Owner, Fee-Only Financial Planning Firm","author":"Priya Raghunathan","business_type":"Financial Planning Firm"}],"whyDifferent":["Managed service, not software — you buy campaigns that we run for you","Only approved, permissioned, or reviewed lists — never indiscriminate cold calling","One clear goal per campaign, quoted in full before launch","Calling from 9¢ per connected minute, rate locked for the campaign","No per-seat charges, no platform bill, no minimums you did not choose","We report what actually happened — no invented numbers, ever","AI disclosure on every call, with TCPA-compliant consent and opt-out handling","Outcomes route into the CRM and scheduling tools you already run"],"benefitsTitle":"Why Financial Planning Firms Choose My AI Call Center","solutionTitle":"How My AI Call Center Handles Recruitment Calls for Financial Planning Firms","internal_links":null,"solutionPoints":["Recruitment & Screening campaigns run against your approved, permissioned candidate lists only — never indiscriminate cold calling","Qualified candidates transfer to your team live or route directly into the CRM and scheduling tools you already run","Every campaign has one clear goal, a script and escalation path you approve, and a rate locked before launch — nothing launches until you sign off"],"socialProofText":"A done-for-you managed outbound calling service, owned by AIQ Labs and trusted across recruiting & staffing, clinics, franchises, and membership businesses — with no invented numbers, ever.","problemHighlight":"Advisor talent gap","solutionSubtitle":"A done-for-you managed outbound calling service that runs Recruitment & Screening campaigns against your approved, permissioned candidate lists — one clear goal per campaign, quoted before launch.","headlineHighlight":"Screening Calls","research_keywords":["financial planning firm","financial advisor near me","certified financial planner CFP","wealth management services","RIA registered investment advisor","retirement planning advisor","fee-only financial advisor","holistic financial planning","financial advisor for retirement","investment advisory services","estate planning financial advisor","tax planning financial advisor","how to choose a financial planner","financial advisor job outlook","asset under management advisor"],"solutionDescription":"You buy campaigns that we run for you. Whether you're recruiting CFP candidates for a retirement planning advisor role or screening applicants for client service positions, every campaign starts with one clear outcome — confirm interest, qualify availability, or schedule next steps — and is scoped and quoted before a single call is made. We only call approved, permissioned, or reviewed contact lists, and we check list source and consent records before launch. Hot candidates transfer to your hiring team live or land in your CRM and scheduling tools. You get a named outcome report with disposition codes, per-call notes, and routed follow-up requests — and we report what actually happened, never invented numbers.","research_sources_count":13}