AI-Powered Prospecting for Financial Advisors
Stop cold calling. Start having warm conversations with pre-qualified prospects who actually need your services.
The challenges you face
Sound familiar? These are the problems Sam was built to solve.
Compliance constraints limit your outreach
Every message needs to be compliant. Manual review slows you down and limits your reach.
Referrals alone won't hit your AUM goals
You're great at managing wealth, but finding new clients consistently is a different skill entirely.
High-net-worth prospects are hard to reach
Decision-makers with $1M+ are bombarded with generic outreach. Standing out requires personalization at scale.
Your time is better spent advising, not prospecting
Every hour spent on lead gen is an hour not spent with clients or growing your book.
How Sam solves this
8 AI agents working together to fill your pipeline while you focus on clients.
Compliance-aware messaging
Sam generates outreach that aligns with SEC and FINRA guidelines. You review and approve—Sam handles the rest.
Find high-net-worth prospects
Target by assets, life events, business ownership, and more. Sam enriches profiles with verified contact data.
Personalized at scale
Every message references their situation—retirement timeline, business sale, inheritance. No more generic templates.
Automated follow-up sequences
Multi-touch campaigns across email and LinkedIn. Sam nurtures leads until they're ready to talk.
Perfect for
Sam works best for these financial advisors professionals.
Frequently asked questions
Common questions about Sam for financial advisors.
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