Financial Advisory Firm Adds $12M in AUM

The Challenge

Sterling Financial Advisors, a boutique wealth management firm in Boston, was struggling to capture new client inquiries. With advisors often in client meetings or reviewing portfolios, incoming calls were going to voicemail—and high-net-worth prospects don't leave voicemails.

“We calculated that we were missing about 40% of our incoming prospect calls,” recalls managing partner David Sterling. “These are people with significant assets looking for financial guidance. When they can't reach you, they call the next advisor on their list.”

The Solution

Sterling Financial implemented AgentZap as their dedicated intake solution. The AI receptionist was trained on their services, fee structure, and qualification criteria to professionally handle all incoming inquiries.

Now every call is answered with a professional greeting, and AgentZap gathers key information about the prospect's assets, goals, and timeline before scheduling a consultation. The system integrates with their calendar and CRM to create a seamless experience.

The Results

In the first 12 months with AgentZap, Sterling Financial Advisors experienced significant growth:

• $12 million in new AUM from captured prospect inquiries
• 100% of calls answered professionally, 24/7/365
• 24 new client relationships that would have been lost to competitors
• Advisors stay focused on serving existing clients

The firm has since hired an additional advisor to handle the increased client base and is on track to double their AUM growth in year two.

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