Sales and new business · Live demo
New enquiry chat
Answers questions about the firm's services, fees and minimums on the website, then books a free first meeting with the right adviser.
Talk to Olivia at Quillbrook Wealth Partners
Quillbrook Wealth Partners is made up. Olivia is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
People comparing wealth managers want to know how the service works and what it costs before they commit to a call. Most leave the website without asking, and the ones who do ask often wait a day for a reply.
How it works
- Answers from the firm's own service guide, fee schedule, Form ADV brochure and Form CRS
- Explains the first meeting, the minimums and who the advisers are
- Asks a few questions to route the enquiry to the right adviser or division
- Books a first meeting straight into the adviser's calendar
- Declines personal recommendations and points them to the meeting
What it connects to
- VisitorDo you charge a percentage of assets or a flat fee?
- AgentIt depends on the service. Wealth management is an annual fee on the assets we manage, 1% on the first $2 million and less above that, with no commissions. Planning on its own is a flat fee, and the first meeting is free. Would you like to know what happens in it?
- VisitorSure. I sold my business last year and I'm thinking about retirement.
- AgentThe first meeting is about an hour, looking at where you are now and what you want retirement to look like. Janet Liu leads our retirement planning and has Tuesday at 10am, Wednesday at 2pm or Friday at 9am. Would one of those work?
Illustrative conversation. Names, numbers and details are made up.
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