🧲 Discovery Assistant
Your virtual assistant for turning visitors into clients—while you focus on what you do best.
As a solo advisor, your time is your most valuable asset. Discovery Assistant engages every website visitor 24/7, uncovers their needs, and helps book qualified meetings—so you don’t miss opportunities while you're in client meetings or out of the office.
Bottom line: Discovery Assistant helps you stop losing prospects you could have helped.
It brings more of the right people into real conversations with you —efficiently, compliantly, and professionally.
"You built your practice on relationships.
We help you start more of them — faster."
No chasing. No missed leads. Just more time to grow your business.
🕒 Saves You Time
- No more manually qualifying leads or scheduling meetings.
- Handles intake and basic questions 24/7—even when you’re in client meetings or off the clock.
- Reduces time spent following up with unqualified leads.
📈 Increases Discovery Call Volume
- Turns more website traffic into booked calls with qualified prospects.
- Uses smart prompts to surface high-intent visitors and drive them to take action.
🎯 Improves Lead Quality
- Asks tailored discovery questions (e.g., retirement goals, rollover interest) to ensure you’re only speaking with your ideal clients.
- You show up to calls already knowing what matters to the prospect.
🧠 Delivers a Better First Impression
- Prospects feel heard and guided—not ignored or lost in a contact form.
- Positions you as tech-savvy and responsive—like a firm twice your size.
💼 Works Like a Scalable Assistant (Without the Cost)
- No need to hire admin staff or virtual assistants to handle inbound leads.
- Built-in workflows auto-sync to your CRM or email for follow-up.
💰 Boosts Revenue Potential
- More qualified meetings → more clients → more AUM and planning revenue.
- Less time on admin = more time for high-value planning and growth activities.
⚡ Instant, Helpful Responses
- No waiting hours or days for a call or email back.
- Get greeted right away and guided toward answers or the next step.
🤝 Personalized Interaction
- The chatbot asks relevant questions about their goals (retirement, rollover, etc.), so they feel heard and understood from the first click.
📅 Easy Appointment Booking
- No phone tag or awkward back-and-forths—prospects can schedule a meeting instantly, at a time that works for them.
🔍 Clearer Expectations
- Prospects learn what to expect in the discovery call and how the advisor can help, increasing trust and confidence.
🧘 Low-Pressure Exploration
- They can interact anonymously at first, ask questions, and explore fit without immediately committing to a phone call—making it feel safer and more comfortable.
Works with your team and your campaigns
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco.
Discovery Questions
Adjusts messaging and follow-up based on investor type
Lead Capture & Scoring
Automatically detects quality leads based on answers
Discovery Booking
Seamless meeting scheduling with your existing calendar tool
CRM Integration
Pushes qualified leads into your CRM or email
Lead Magnet Delivery
Offers free guides or checklists to capture hesitant prospects
Compliance Support
Custom disclosures and archiving options to support compliance workflows
We know what you're thinking...
"But I already have a call booking form on my website. Why do I need Discovery Assistant?"
When someone hits your form, how many actually fill it out? How many feel unsure, get distracted, or have questions that never get answered — and quietly bounce away?"
Discovery Assistant fixes that gap. Instead of passively waiting for them to fill a form, Discovery Assistant engages them actively: asks personalized questions, answers their concerns, builds trust in real-time, and guides them to book a meeting — when they’re ready and excited.
You’re not just capturing leads — you’re capturing qualified, warmed-up, ready-to-talk leads.
"Okay, I see why it's valuable for me, but I don't want it to feel gimmicky or spammy."
Neither do we. In fact, that's exactly why Able was built specifically for financial advisors like you.
The conversation style is professional, empathetic, and human — not pushy, not salesy. It mirrors how you would talk to a prospective client.
You set the tone: warm, helpful, consultative.
We customize it to your brand and voice, so it feels like an extension of your practice, not some generic bot.
"This seems to good to be true. What about compliance?"
Absolutely critical. And built in from Day 1.
Able Discovery Assistant is built with compliance best practices in mind for financial services:
-
No advice is given — only general information, answering FAQs, and guiding the prospect to book a call.
-
Everything is tracked and recorded — so you have a full audit trail if ever needed.
-
Custom disclaimers and disclosures are easily added to ensure you're fully covered.
- No data is used for AI model training — recent advances in AI technology have made it possible to use AI while ensuring none of data used for training.
"Sounds good, but I’m busy. I don’t have time for a complicated setup."
Totally understand. You're busy growing your practice, not wrestling with tech.
Good news: Setup is zero-hassle for you.
-
We build it.
-
We customize it to you.
-
We install it on your website.
-
You're up and running in days — not weeks.
You get a simple dashboard where you can see every lead, every conversation, every scheduled call. That's it.
No heavy lifting on your side — just more leads coming in while you sleep.
"What if I try it and it don't need it?"
Fair question. And it’s why we offer a 30-day money-back guarantee.
If you're not seeing clear value — more qualified conversations, more booked calls — we’ll refund you, no hard feelings.
I’ll even help you review your website and give you honest feedback before we install — if I don’t think it’ll move the needle for you, I’ll tell you. My goal is a win-win, not just another subscription you regret.