Financial advisors
clients scheduled, plans reviewed, fees collected. Done for you, from one text thread.
AI Visibility
A couple in their fifties ask Perplexity who can help plan finances before retirement, and Harbor Wealth tops the list.
They text "We have about 800k saved, is that enough?" and get an honest first answer and a goal call for Friday.
Friday at 3 p.m. is set for the plan review, the Wealthbox intake is done before they arrive, and the first meeting is booked.
AI Automations
Harbor Wealth promises every client a quarterly cash check and then spends the first week of each quarter building them.
Each client now reads "Your quarterly numbers are ready, want to talk Tuesday?" with the summary attached.
Quarter-end prep drops from 40 hours to 4, and 62 of 80 goal calls are scheduled within a week.
AI Consulting
Harbor Wealth serves everyone who calls, and the fifty smallest accounts take more time than the five largest.
The advisor asks "Who should this practice actually be for?" and gets a client-tier plan with a service level for each.
Within 6 months assets per client double and the advisor's week has 8 open hours. The practice review is done.
Every question is an invitation.
Once an AI names Harbor Wealth, the question turns into a lead within the hour. A message about a plan review comes in by text, an opening is offered, and the appointment is on the calendar for two o'clock, with nobody at the desk stopping what they were doing.
Nothing slips.
Whether it arrives as a call about a plan review, a text about a cash check or a form about a goal call, every lead is answered, logged and followed through until the job is done. Nothing waits for someone to notice it, so nothing slips.
Lead in. Job done. Paid.
After the lead, the ordinary work runs on its own. On a Tuesday morning Harbor Wealth hears that seven invoices are unpaid, worth just over eighteen thousand dollars, and one word sends the reminders. When an invite collides with the eleven o'clock, the owner texts "move it", and it moves.
It is done for you: clients scheduled, plans reviewed, fees collected. You approve the work and keep everything.
Custom pricing. The first move is free.