Attract High-Value Clients with Intelligent Qualification
LeadOMator helps financial advisors, wealth managers, and planners automate client acquisition, assess investment readiness, and book more discovery calls with qualified prospects ready to grow their wealth.
See LeadOMator Grow Your Practice
Watch how Rachel, a financial advisor, uses LeadOMator to build an AI investment readiness assessment and retirement planning tool that attracts serious investors 24/7.
3:25 Minute Demo
Quick setup of AI tools for financial client acquisition.
Real Advisor Scenario
Addresses common challenges in attracting high-value clients.
Live Investment Data
See how qualified prospects are captured and prepared for discovery calls.
Struggling to Attract Serious Investors & High-Value Clients?
Financial advisors often face challenges in consistently attracting qualified prospects, assessing investment readiness, and converting leads into long-term wealth management relationships.
Attracting Unqualified Prospects
Wasting time on discovery calls with people who lack investable assets or aren't ready for financial planning.
Time-Consuming Client Education
Repeatedly explaining basic financial concepts and investment strategies to prospects who aren't ready to commit.
Inconsistent Lead Generation
Relying on referrals and networking events, making it difficult to build a predictable pipeline of new clients.
LeadOMator: Your AI Partner for Wealth Management Success
Automate prospect qualification, educate potential clients about financial planning, and fill your calendar with discovery calls from serious investors.
AI Investment Readiness Assessments
Deploy intelligent bots that assess financial goals, risk tolerance, and investable assets, qualifying prospects before they book discovery calls.
Interactive Financial Planning Tools
Create engaging retirement calculators, budgeting tools, and investment scenario planners that educate prospects while capturing their information.
Automated Discovery Call Scheduling
Streamline your booking process with AI that qualifies prospects and schedules discovery calls only with serious, investment-ready clients.
From Prospect to Valued Client in 3 Strategic Steps
Launch your AI-powered financial advisory tools and build a predictable pipeline of qualified, investment-ready prospects.
Choose Your Financial Tool
Select from templates like "Investment Readiness Assessment," "Retirement Planning Calculator," or "Discovery Call Booker."
Customize for Your Practice
Tailor questions to your investment philosophy, add your branding, and integrate with your CRM and calendar systems.
Attract & Convert Investors
Share on LinkedIn, embed on your website, and let your AI assistant fill your calendar with qualified prospects ready to invest.
Advanced Tools for Financial Professionals
LeadOMator provides specialized features to help financial advisors attract, educate, and convert high-value clients.
AI Investment Readiness Assessments
Automatically evaluate financial goals, risk tolerance, and investable assets to qualify prospects.
Interactive Financial Calculators
Engage prospects with retirement, savings, and investment planning tools that capture their details.
Risk Tolerance & Goal Setting Quizzes
Help prospects understand their investment profile and clarify their financial objectives.
Discovery Call Scheduling AI
Automate booking for initial consultations with pre-qualified, investment-ready prospects.
Financial Education Content Delivery
Provide valuable insights and education to build trust before the first meeting.
CRM & Portfolio Management Sync
Integrate with popular financial planning software and CRM systems for seamless workflow.
Advisors Are Growing Wealth with LeadOMator
See how financial professionals are building stronger practices and serving more clients with our AI tools.
"The investment readiness assessment has transformed my practice. I'm only meeting with prospects who have $500K+ to invest and are ready to move forward."
"My retirement calculator tool has generated 40+ qualified leads in 3 months. The quality of prospects has never been higher!"
"LeadOMator's discovery call booking system ensures I'm only spending time with serious investors. My conversion rate has doubled."
Pricing for Financial Advisors
Plans designed to help you attract high-value clients and grow your wealth management practice.
Starter
Perfect for testing the waters
- 1 Lead Tool (quiz, chatbot, or form)
- 10 free leads/month
- Email support
Growth
For growing businesses
- 1 AI tool
- 100 leads/month
- Basic analytics
Professional
For serious lead generation
- 10 AI tools
- 10,000 leads/month
- Advanced analytics
Ready to Build Wealth for More Families & Grow Your Practice?
Stop wasting time on unqualified prospects. Start automating your client acquisition and focus on what you do best: helping people achieve their financial goals.